Latest Institutional Purchases of Dimensional ETF Tr (DFAI)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
224K+ 35.75% |
$8.01M - $8.39M
|
849K
$31.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
58.4K+ 124.51% |
$2.09M - $2.19M
|
105K
$3.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
45.8K+ 6.87% |
$1.64M - $1.72M
|
713K
$26.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.2K+ 1.7% |
$1.15M - $1.21M
|
1.93M
$71.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
28.3KNew |
$1.01M - $1.06M
|
28.3K
$1.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.1K+ 14.1% |
$754K - $790K
|
170K
$6.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.8K+ 65.03% |
$639K - $670K
|
45.3K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
16K+ 2.7% |
$575K - $602K
|
611K
$22.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.52K+ 27.64% |
$341K - $357K
|
44K
$1.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.02K+ 8.76% |
$323K - $339K
|
112K
$4.16M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 4.89% |
$309K - $324K
|
185K
$6.87M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.37K+ 2.93% |
$300K - $314K
|
294K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
7.65K+ 2.38% |
$274K - $287K
|
329K
$12.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
7.18K+ 8.46% |
$257K - $269K
|
92.1K
$3.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.52K+ 7.4% |
$198K - $207K
|
80K
$2.97M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.78K+ 13.32% |
$99.6K - $104K
|
23.7K
$877K
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
464+ 5.52% |
$16.6K - $17.4K
|
8.87K
$329K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
412+ 3.45% |
$14.8K - $15.5K
|
12.4K
$458K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
381+ 1.88% |
$13.6K - $14.3K
|
20.6K
$765K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
75+ 0.28% |
$2.69K - $2.81K
|
27.3K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
63+ 0.66% |
$2.26K - $2.36K
|
9.59K
$356K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
15+ 0.06% |
$537 - $563
|
23.4K
$870K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.7M+ 2963.55% |
$194M - $208M
|
5.9M
$219M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.3M+ 91.51% |
$180M - $194M
|
11.1M
$411M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.53MNew |
$86.1M - $92.4M
|
2.53M
$93.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.73MNew |
$58.8M - $63.2M
|
1.73M
$64.1M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.57M+ 149.23% |
$53.3M - $57.3M
|
2.62M
$97M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
975K+ 34.77% |
$33.2M - $35.6M
|
3.78M
$140M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
841K+ 11.67% |
$28.6M - $30.7M
|
8.05M
$299M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
832KNew |
$28.3M - $30.4M
|
832K
$30.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
830K+ 38.95% |
$28.3M - $30.3M
|
2.96M
$110M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
786KNew |
$26.7M - $28.7M
|
786K
$29.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
704K+ 7.61% |
$24M - $25.7M
|
9.95M
$369M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
625K+ 8.28% |
$21.3M - $22.8M
|
8.18M
$303M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
570K+ 17.22% |
$19.4M - $20.8M
|
3.88M
$144M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
444K+ 30.71% |
$15.1M - $16.2M
|
1.89M
$70.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
389K+ 19.96% |
$13.2M - $14.2M
|
2.34M
$86.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
345K+ 10.8% |
$11.8M - $12.6M
|
3.54M
$131M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293K+ 39.43% |
$9.99M - $10.7M
|
1.04M
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
268K+ 790.1% |
$9.13M - $9.81M
|
302K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
223K+ 58.38% |
$7.59M - $8.15M
|
605K
$22.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
218K+ 30.49% |
$7.41M - $7.95M
|
931K
$34.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
177KNew |
$6.03M - $6.47M
|
177K
$6.57M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
163K+ 7.09% |
$5.56M - $5.97M
|
2.47M
$91.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
153K+ 45.69% |
$5.21M - $5.6M
|
488K
$18.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
153K+ 14.27% |
$5.2M - $5.58M
|
1.22M
$45.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
146K+ 8.1% |
$4.96M - $5.33M
|
1.95M
$72.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144K+ 228.16% |
$4.89M - $5.25M
|
207K
$7.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
144K+ 13.87% |
$4.89M - $5.25M
|
1.18M
$43.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
141K+ 205.68% |
$4.82M - $5.17M
|
210K
$7.8M
|
|