Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.79K+ 2.33% |
$197K - $215K
|
298K
$9.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
67.3K+ 3.79% |
$1.95M - $2.13M
|
1.84M
$58.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.79% |
$696 - $758
|
3.07K
$98.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.3K- 0.27% |
$329K - $358K
|
4.2M
$134M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 12.53% |
$164K - $179K
|
50.8K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.26K+ 3.88% |
$36.5K - $39.8K
|
33.7K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
17.9KNew |
$518K - $565K
|
17.9K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20.2K+ 33.9% |
$586K - $638K
|
79.7K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
26.2K+ 34.82% |
$760K - $828K
|
102K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 3.56% |
$370K - $404K
|
372K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 4.17% |
$308K - $335K
|
244K
$7.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
81KNew |
$2.35M - $2.56M
|
81K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.88KNew |
$286K - $312K
|
9.88K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
30.9KNew |
$896K - $976K
|
30.9K
$987K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
338+ 0.25% |
$9.8K - $10.7K
|
134K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-92.2K- 13.16% |
$2.67M - $2.91M
|
608K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
643+ 0.9% |
$18.6K - $20.3K
|
71.9K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.8K+ 16.15% |
$981K - $1.07M
|
243K
$7.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.53K+ 25.06% |
$276K - $301K
|
47.6K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
49.2K+ 17.39% |
$1.43M - $1.55M
|
332K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.98KNew |
$173K - $189K
|
5.98K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
62.8K+ 18.81% |
$1.82M - $1.98M
|
396K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 3.55% |
$38.9K - $42.4K
|
39.2K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
31.8M+ 6240.85% |
$922M - $1B
|
32.3M
$1.03B
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.4K+ 9.59% |
$98.6K - $107K
|
38.9K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-331- 67.69% |
$9.6K - $10.5K
|
158
$5.05K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.7K+ 13.75% |
$1.85M - $2.01M
|
527K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
130K+ 45.5% |
$3.77M - $4.11M
|
416K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.07KNew |
$234K - $255K
|
8.07K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97K+ 6.43% |
$2.81M - $3.06M
|
1.6M
$51.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-21.9K- 76.74% |
$634K - $691K
|
6.63K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.76K+ 8.52% |
$196K - $214K
|
86.2K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.71K+ 4.24% |
$137K - $149K
|
116K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29.1K+ 8.83% |
$844K - $919K
|
359K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.86KNew |
$53.9K - $58.7K
|
1.86K
$59.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
35.1KNew |
$1.02M - $1.11M
|
35.1K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-161- 0.66% |
$4.67K - $5.09K
|
24.3K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 0.52% |
$493 - $537
|
3.27K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
88K+ 7.19% |
$2.55M - $2.78M
|
1.31M
$41.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40.5K- 4.18% |
$1.18M - $1.28M
|
930K
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
52.1K+ 2.76% |
$1.51M - $1.65M
|
1.94M
$62M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.33K- 11.53% |
$67.7K - $73.7K
|
17.9K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
8.52KNew |
$247K - $269K
|
8.52K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.35K+ 6.49% |
$68.1K - $74.2K
|
38.5K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.3K+ 5.37% |
$37.7K - $41.1K
|
25.5K
$816K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
661+ 8.5% |
$19.2K - $20.9K
|
8.44K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.17MNew |
$34M - $37.1M
|
1.17M
$37.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20K+ 4.98% |
$581K - $633K
|
422K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.9K+ 5.55% |
$491K - $535K
|
322K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.39K+ 1.91% |
$272K - $297K
|
502K
$16M
|