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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
224K+ 55.94% |
$7.64M - $8.2M
|
625K
$23.2M
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
182K+ 10.66% |
$6.21M - $6.67M
|
1.89M
$70.2M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
133K+ 47.87% |
$4.53M - $4.86M
|
411K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
133K+ 179.92% |
$4.51M - $4.85M
|
206K
$7.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
128K+ 21.57% |
$4.35M - $4.67M
|
721K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123K+ 19.82% |
$4.2M - $4.51M
|
746K
$27.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
123K+ 73.07% |
$4.19M - $4.5M
|
291K
$10.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
117K+ 105.41% |
$3.97M - $4.26M
|
227K
$8.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
115K+ 10.06% |
$3.91M - $4.2M
|
1.26M
$46.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
114K+ 9.47% |
$3.89M - $4.18M
|
1.32M
$49M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
112K+ 8.92% |
$3.83M - $4.11M
|
1.37M
$50.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
111K+ 12.17% |
$3.79M - $4.07M
|
1.03M
$38.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
103K+ 45.86% |
$3.49M - $3.75M
|
326K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
101K+ 4.42% |
$3.42M - $3.67M
|
2.37M
$88M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100K+ 6.42% |
$3.41M - $3.66M
|
1.66M
$61.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
99.6K+ 100.04% |
$3.39M - $3.64M
|
199K
$7.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.4K+ 10.9% |
$3.25M - $3.49M
|
970K
$36M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
95.3KNew |
$3.24M - $3.48M
|
95.3K
$3.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.9K+ 11.35% |
$3.23M - $3.47M
|
931K
$34.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
94.6K+ 6.41% |
$3.22M - $3.46M
|
1.57M
$58.2M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
93.6K+ 24.62% |
$3.19M - $3.42M
|
474K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
89.2K+ 1.59% |
$3.04M - $3.26M
|
5.69M
$211M
|
|