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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
29.1K+ 20.98% |
$843K - $919K
|
168K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.37K+ 7.01% |
$39.8K - $43.4K
|
20.9K
$669K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
129+ 0.78% |
$3.74K - $4.08K
|
16.6K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-101K- 88.08% |
$2.94M - $3.21M
|
13.7K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-284- 1.8% |
$8.24K - $8.97K
|
15.5K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.89K+ 24.91% |
$142K - $155K
|
24.5K
$784K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
325KNew |
$9.43M - $10.3M
|
325K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-648- 4.04% |
$18.8K - $20.5K
|
15.4K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.6K+ 5.15% |
$365K - $397K
|
257K
$8.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 2.58% |
$752K - $820K
|
1.03M
$33M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.54K+ 0.41% |
$44.6K - $48.6K
|
381K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.77K- 21.44% |
$283K - $309K
|
35.8K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-26.7K- 4.57% |
$774K - $843K
|
557K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-72- 4.97% |
$2.09K - $2.28K
|
1.38K
$44K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-11.7K- 35.27% |
$341K - $371K
|
21.6K
$689K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.28K+ 3.43% |
$66.2K - $72.2K
|
68.9K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11.4K+ 4.81% |
$330K - $360K
|
248K
$7.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-656- 1.13% |
$19K - $20.7K
|
57.4K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
56.8KNew |
$1.65M - $1.79M
|
56.8K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
42.9KNew |
$1.24M - $1.35M
|
42.9K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-209- 1.3% |
$6.06K - $6.6K
|
15.9K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.52K+ 2.82% |
$102K - $111K
|
128K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
27+ 0.01% |
$783 - $853
|
282K
$9.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.17K+ 64.83% |
$237K - $258K
|
20.8K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-202- 0.13% |
$5.86K - $6.38K
|
155K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.8K- 11.9% |
$226K - $247K
|
57.8K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
695K+ 28.64% |
$20.1M - $22M
|
3.12M
$99.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.8K+ 13.11% |
$168K - $183K
|
50.1K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
13.8K+ 8.83% |
$400K - $435K
|
170K
$5.43M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.73K- 11.65% |
$137K - $149K
|
35.9K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.5K- 8.81% |
$72.5K - $79K
|
25.9K
$827K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.22K+ 15.12% |
$35.3K - $38.4K
|
9.26K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
118K+ 45.2% |
$3.42M - $3.73M
|
379K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.98K+ 0.84% |
$86.3K - $94.1K
|
359K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
145+ 1.25% |
$4.21K - $4.58K
|
11.7K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.48K+ 7.49% |
$159K - $173K
|
78.7K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
68.2K+ 10.62% |
$1.98M - $2.15M
|
710K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
283K+ 658.03% |
$8.2M - $8.93M
|
326K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
24K+ 4.73% |
$696K - $759K
|
532K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-20K- 11.32% |
$579K - $631K
|
156K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-29.6K- 7.6% |
$859K - $936K
|
360K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.03% |
$232 - $253
|
24.8K
$793K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25.4KNew |
$736K - $802K
|
25.4K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
15.4KNew |
$447K - $487K
|
15.4K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
353KNew |
$10.2M - $11.2M
|
353K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.5K+ 5.61% |
$1.67M - $1.82M
|
1.08M
$34.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 22.34% |
$361K - $394K
|
68.2K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
159KNew |
$4.62M - $5.03M
|
159K
$5.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
52.7K+ 15.07% |
$1.53M - $1.67M
|
403K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23.7K+ 3.67% |
$688K - $749K
|
670K
$21.4M
|