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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
223K+ 58.38% |
$7.59M - $8.15M
|
605K
$22.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.6K+ 7.59% |
$396K - $425K
|
165K
$6.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
168+ 2.04% |
$5.72K - $6.14K
|
8.41K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
673+ 0.17% |
$22.9K - $24.6K
|
392K
$14.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
591+ 2.22% |
$20.1K - $21.6K
|
27.2K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
32.8K+ 7.0% |
$1.12M - $1.2M
|
502K
$18.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-215- 0.43% |
$7.32K - $7.86K
|
50.1K
$1.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.71K+ 6.38% |
$58.4K - $62.6K
|
28.6K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20.1K+ 6.68% |
$684K - $734K
|
321K
$11.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
60+ 0.53% |
$2.04K - $2.19K
|
11.4K
$422K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.2K+ 9.71% |
$381K - $409K
|
126K
$4.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.4% |
$204 - $219
|
1.51K
$56K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
54.3K+ 4.38% |
$1.85M - $1.99M
|
1.29M
$48M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.76K- 3.09% |
$128K - $137K
|
118K
$4.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16.8K+ 6.28% |
$573K - $616K
|
285K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
182K+ 10.66% |
$6.21M - $6.67M
|
1.89M
$70.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
26.3K+ 14.8% |
$894K - $960K
|
204K
$7.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.48K- 1.17% |
$84.4K - $90.6K
|
209K
$7.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
31.2K+ 9.01% |
$1.06M - $1.14M
|
377K
$14M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.97K+ 25.52% |
$66.9K - $71.9K
|
9.67K
$359K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
12.2K+ 9.64% |
$414K - $445K
|
138K
$5.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-37.7K- 6.02% |
$1.28M - $1.38M
|
589K
$21.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
348New |
$11.8K - $12.7K
|
348
$12.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.41K- 9.43% |
$48.1K - $51.6K
|
13.6K
$503K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.71K+ 35.9% |
$92.4K - $99.2K
|
10.3K
$381K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
44.1K+ 10.34% |
$1.5M - $1.61M
|
470K
$17.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.8K+ 6.38% |
$1.15M - $1.24M
|
564K
$20.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.28K+ 0.91% |
$43.5K - $46.7K
|
141K
$5.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
975K+ 34.77% |
$33.2M - $35.6M
|
3.78M
$140M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.1K+ 10.35% |
$718K - $771K
|
225K
$8.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.84K+ 3.84% |
$62.7K - $67.3K
|
49.8K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
450+ 8.91% |
$15.3K - $16.4K
|
5.5K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.23K+ 2.39% |
$212K - $228K
|
267K
$9.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
11.3K+ 80.93% |
$385K - $413K
|
25.3K
$937K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-54.6K- 4.14% |
$1.86M - $2M
|
1.26M
$46.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-12.2K- 2.27% |
$414K - $444K
|
523K
$19.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
14.7K+ 4.02% |
$502K - $539K
|
382K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
20.5K+ 1.7% |
$697K - $748K
|
1.23M
$45.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
52.6K+ 7.6% |
$1.79M - $1.92M
|
745K
$27.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.53MNew |
$86.1M - $92.4M
|
2.53M
$93.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.54K+ 1.34% |
$52.3K - $56.1K
|
116K
$4.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.52KNew |
$188K - $202K
|
5.52K
$205K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.71K+ 6.12% |
$126K - $135K
|
64.2K
$2.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.41K+ 5.73% |
$82.2K - $88.2K
|
44.5K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-71.4K- 29.64% |
$2.43M - $2.61M
|
169K
$6.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.41K+ 1.79% |
$218K - $234K
|
363K
$13.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
229+ 2.3% |
$7.8K - $8.37K
|
10.2K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.1K+ 20.93% |
$515K - $553K
|
87.4K
$3.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
78+ 0.39% |
$2.66K - $2.85K
|
19.9K
$738K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
44.3K+ 6.08% |
$1.51M - $1.62M
|
774K
$28.7M
|
|