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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.69K+ 69.9% |
$160K - $171K
|
11.4K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
326New |
$11.1K - $11.9K
|
326
$12.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.3K+ 9.6% |
$486K - $522K
|
163K
$6.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-22.2K- 2.38% |
$756K - $811K
|
909K
$33.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 3.39% |
$386K - $415K
|
345K
$12.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.5K+ 18.04% |
$495K - $531K
|
95.1K
$3.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4+ 0.03% |
$136 - $146
|
12.3K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-8.37K- 22.89% |
$285K - $306K
|
28.2K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.77K+ 55.82% |
$60.2K - $64.7K
|
4.94K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
21.9K+ 6.53% |
$745K - $799K
|
357K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.79K- 27.76% |
$163K - $175K
|
12.5K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
224K+ 55.94% |
$7.64M - $8.2M
|
625K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13K+ 11.63% |
$444K - $477K
|
125K
$4.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12.6K+ 1.69% |
$428K - $460K
|
758K
$28.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
18.9K+ 12.26% |
$644K - $692K
|
173K
$6.43M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.23K+ 60.26% |
$144K - $154K
|
11.2K
$417K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.88K+ 1.25% |
$200K - $215K
|
477K
$17.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-47- 0.28% |
$1.6K - $1.72K
|
16.6K
$614K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
103K+ 45.86% |
$3.49M - $3.75M
|
326K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
704K+ 7.61% |
$24M - $25.7M
|
9.95M
$369M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.04K+ 124.73% |
$35.4K - $38K
|
1.87K
$69.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
57+ 0.16% |
$1.94K - $2.08K
|
36.2K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
699+ 0.38% |
$23.8K - $25.5K
|
183K
$6.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
142+ 2.36% |
$4.84K - $5.19K
|
6.15K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.42K+ 4.2% |
$253K - $271K
|
184K
$6.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-602- 45.03% |
$20.5K - $22K
|
735
$27.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.39K- 0.71% |
$217K - $233K
|
896K
$33.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
30.6K+ 25.24% |
$1.04M - $1.12M
|
152K
$5.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
71.2K+ 4.2% |
$2.43M - $2.6M
|
1.77M
$65.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.33K+ 2.26% |
$215K - $231K
|
286K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.26K+ 1.87% |
$111K - $119K
|
177K
$6.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.6KNew |
$396K - $425K
|
11.6K
$431K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-20.8K- 9.6% |
$709K - $761K
|
196K
$7.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.2K- 4.35% |
$1.1M - $1.18M
|
708K
$26.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.6% |
$443 - $475
|
2.19K
$81.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.73MNew |
$58.8M - $63.2M
|
1.73M
$64.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
35.4K+ 23.04% |
$1.21M - $1.3M
|
189K
$7.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
81.9K+ 1.24% |
$2.79M - $2.99M
|
6.7M
$248M
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.7K+ 3.96% |
$569K - $611K
|
439K
$16.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.17K+ 5.29% |
$108K - $116K
|
63.1K
$2.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39.3KNew |
$1.34M - $1.44M
|
39.3K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-604- 0.84% |
$20.6K - $22.1K
|
71.3K
$2.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
14.1K+ 6.98% |
$480K - $515K
|
216K
$8.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
360+ 0.09% |
$12.3K - $13.2K
|
396K
$14.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
28.4K+ 4.84% |
$967K - $1.04M
|
615K
$22.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
31KNew |
$1.06M - $1.13M
|
31K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.78K- 5.8% |
$60.4K - $64.9K
|
28.8K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-24.2K- 20.95% |
$825K - $885K
|
91.4K
$3.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.02% |
$136 - $146
|
25.9K
$959K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.21K+ 5.27% |
$109K - $117K
|
64K
$2.38M
|
|