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 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30.6K+ 10.88% |
$1.04M - $1.12M
|
312K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-80- 0.75% |
$2.72K - $2.92K
|
10.6K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
17K+ 9.84% |
$577K - $620K
|
189K
$7.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27.5K+ 0.77% |
$937K - $1.01M
|
3.59M
$133M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.35K- 8.35% |
$114K - $122K
|
36.7K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.2KNew |
$41K - $44K
|
1.2K
$44.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
14.3K+ 3.94% |
$485K - $521K
|
376K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
194+ 0.78% |
$6.61K - $7.09K
|
25.1K
$932K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
153K+ 45.69% |
$5.21M - $5.6M
|
488K
$18.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-26.1K- 74.86% |
$889K - $954K
|
8.77K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.7K+ 47.97% |
$431K - $463K
|
39.1K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.55K+ 5.83% |
$223K - $239K
|
119K
$4.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.4K+ 4.3% |
$2.29M - $2.46M
|
1.63M
$60.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
25+ 0.19% |
$851 - $914
|
13.5K
$501K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.26K+ 34.89% |
$281K - $302K
|
31.9K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-372- 1.69% |
$12.7K - $13.6K
|
21.6K
$803K
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
34.8K+ 10.1% |
$1.19M - $1.27M
|
380K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
554+ 1.86% |
$18.9K - $20.2K
|
30.4K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
95.3KNew |
$3.24M - $3.48M
|
95.3K
$3.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
72.6K+ 13.34% |
$2.47M - $2.66M
|
617K
$22.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.34K- 24.06% |
$182K - $195K
|
16.9K
$625K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.09K+ 15.96% |
$139K - $150K
|
29.7K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32.2K+ 2.39% |
$1.1M - $1.18M
|
1.38M
$51.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-409- 7.44% |
$13.9K - $14.9K
|
5.09K
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.21K- 76.58% |
$211K - $227K
|
1.9K
$70.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
19.8K+ 8.48% |
$676K - $725K
|
254K
$9.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.58KNew |
$258K - $277K
|
7.58K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-41- 0.24% |
$1.4K - $1.5K
|
17K
$632K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.17% |
$34.1 - $36.6
|
45
$1.67K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.58K+ 18.02% |
$122K - $131K
|
23.4K
$869K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.58K+ 0.91% |
$122K - $131K
|
395K
$14.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
18K+ 23.98% |
$614K - $659K
|
93.2K
$3.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20K+ 178.35% |
$680K - $730K
|
31.2K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.09K- 20.7% |
$275K - $296K
|
31K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
9.1K+ 11.19% |
$310K - $332K
|
90.4K
$3.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
35.6K+ 4.35% |
$1.21M - $1.3M
|
853K
$31.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.69K+ 5.69% |
$91.7K - $98.4K
|
50K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4+ 0.06% |
$136 - $146
|
6.69K
$248K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.84K+ 5.17% |
$62.5K - $67.1K
|
37.3K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-2.75K- 7.82% |
$93.5K - $100K
|
32.4K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 0.64% |
$3.06K - $3.29K
|
14.1K
$524K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
18+ 0.26% |
$613 - $658
|
6.87K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.3K+ 12.88% |
$112K - $121K
|
28.9K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
6.44K+ 4.55% |
$219K - $236K
|
148K
$5.49M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.1KNew |
$208K - $223K
|
6.1K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.8K+ 1.81% |
$537K - $576K
|
885K
$32.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.5KNew |
$187K - $201K
|
5.5K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
45.2K+ 8.6% |
$1.54M - $1.65M
|
571K
$21.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
75.5K+ 50.72% |
$2.57M - $2.76M
|
224K
$8.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15K+ 21.27% |
$510K - $547K
|
85.3K
$3.17M
|
|