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 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
225New |
$7.66K - $8.22K
|
225
$8.35K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 36.97% |
$75.4K - $81K
|
8.21K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.29K- 0.6% |
$77.9K - $83.6K
|
381K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-192K- 9.34% |
$6.54M - $7.02M
|
1.86M
$69.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-895- 0.86% |
$30.5K - $32.7K
|
104K
$3.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-555- 3.43% |
$18.9K - $20.3K
|
15.6K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
36.3K+ 7.47% |
$1.24M - $1.33M
|
522K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.3K- 1.72% |
$44.3K - $47.6K
|
74.3K
$2.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.62K+ 2.95% |
$55.3K - $59.4K
|
56.7K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.35K+ 0.51% |
$46K - $49.4K
|
265K
$9.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
11.1KNew |
$378K - $406K
|
11.1K
$412K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
18.9K+ 14.95% |
$645K - $692K
|
146K
$5.4M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
13.4K+ 5.22% |
$456K - $490K
|
270K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
8.79K+ 9.74% |
$299K - $321K
|
99K
$3.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 0.05% |
$647 - $694
|
36.2K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
28.9K+ 3.87% |
$983K - $1.06M
|
776K
$28.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.3% |
$238 - $256
|
2.31K
$85.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
94.6K+ 6.41% |
$3.22M - $3.46M
|
1.57M
$58.2M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
5.14K+ 2.89% |
$175K - $188K
|
183K
$6.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
5.03K+ 0.72% |
$171K - $184K
|
706K
$26.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-8.37K- 4.7% |
$285K - $306K
|
170K
$6.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-749- 9.17% |
$25.5K - $27.4K
|
7.42K
$275K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.45K+ 5.07% |
$152K - $163K
|
92.4K
$3.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
6.49K+ 23.45% |
$221K - $237K
|
34.1K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-112- 0.71% |
$3.81K - $4.09K
|
15.8K
$585K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.4K+ 28.61% |
$387K - $415K
|
51.1K
$1.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.64K- 5.0% |
$158K - $170K
|
88.2K
$3.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
908+ 1.32% |
$30.9K - $33.2K
|
69.7K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
40.6K+ 1.89% |
$1.38M - $1.48M
|
2.19M
$81.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
6.64K+ 1.65% |
$226K - $243K
|
409K
$15.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.2K- 6.62% |
$74.9K - $80.4K
|
31.1K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
8.24KNew |
$280K - $301K
|
8.24K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-335- 1.39% |
$11.4K - $12.2K
|
23.7K
$881K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
11.2K+ 31.39% |
$382K - $410K
|
47K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.34K+ 4.29% |
$284K - $305K
|
203K
$7.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
34.5K+ 110.97% |
$1.17M - $1.26M
|
65.5K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.09K- 0.42% |
$37K - $39.7K
|
259K
$9.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
549+ 0.99% |
$18.7K - $20.1K
|
55.9K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.2K+ 33.4% |
$1.61M - $1.72M
|
188K
$6.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-204- 9.95% |
$6.95K - $7.46K
|
1.85K
$68.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5K+ 71.77% |
$390K - $419K
|
27.4K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-10.5K- 4.31% |
$359K - $385K
|
234K
$8.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-501- 2.22% |
$17.1K - $18.3K
|
22.1K
$820K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-4.63K- 7.37% |
$158K - $169K
|
58.2K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
31.8KNew |
$1.08M - $1.16M
|
31.8K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-6.43K- 2.17% |
$219K - $235K
|
289K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.23K+ 5.72% |
$75.8K - $81.4K
|
41.1K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.2K+ 5.85% |
$789K - $847K
|
419K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.82K+ 3.41% |
$62K - $66.6K
|
55.2K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
786KNew |
$26.7M - $28.7M
|
786K
$29.1M
|
|