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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.21M+ 3077.57% |
$35.1M - $38.2M
|
1.25M
$38M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
695K+ 28.64% |
$20.1M - $22M
|
3.12M
$94.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
539K+ 612.97% |
$15.6M - $17M
|
627K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
421KNew |
$12.2M - $13.3M
|
421K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
414KNew |
$12M - $13.1M
|
414K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
353KNew |
$10.2M - $11.2M
|
353K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
344K+ 5.45% |
$9.97M - $10.9M
|
6.65M
$202M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
325KNew |
$9.43M - $10.3M
|
325K
$9.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
319K+ 17.59% |
$9.27M - $10.1M
|
2.14M
$65M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
283K+ 658.03% |
$8.2M - $8.93M
|
326K
$9.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
214K+ 7.71% |
$6.19M - $6.75M
|
2.98M
$90.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
204K+ 51.46% |
$5.91M - $6.44M
|
600K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
188K+ 21.25% |
$5.45M - $5.94M
|
1.07M
$32.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
159KNew |
$4.62M - $5.03M
|
159K
$4.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
147KNew |
$4.27M - $4.65M
|
147K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
143K+ 77.45% |
$4.15M - $4.52M
|
328K
$9.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
122KNew |
$3.53M - $3.84M
|
122K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
118K+ 45.2% |
$3.42M - $3.73M
|
379K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
102K+ 324.16% |
$2.96M - $3.23M
|
134K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
97.4K+ 4.76% |
$2.82M - $3.08M
|
2.14M
$65.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96.5K+ 6.82% |
$2.8M - $3.05M
|
1.51M
$46M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
93.6K+ 6.34% |
$2.71M - $2.96M
|
1.57M
$47.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
91.1KNew |
$2.64M - $2.88M
|
91.1K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
90.2K+ 46.88% |
$2.62M - $2.85M
|
283K
$8.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
90K+ 53.97% |
$2.61M - $2.84M
|
257K
$7.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
82.6K+ 119.51% |
$2.4M - $2.61M
|
152K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
81.2K+ 5.46% |
$2.35M - $2.57M
|
1.57M
$47.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
81K+ 16.13% |
$2.35M - $2.56M
|
584K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
78.2K+ 6.29% |
$2.27M - $2.47M
|
1.32M
$40.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75.3K+ 117.39% |
$2.18M - $2.38M
|
140K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
68.2K+ 10.62% |
$1.98M - $2.15M
|
710K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
64.4K+ 10.25% |
$1.87M - $2.03M
|
693K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
64.1KNew |
$1.86M - $2.03M
|
64.1K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.5K+ 5.61% |
$1.67M - $1.82M
|
1.08M
$32.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
56.8KNew |
$1.65M - $1.79M
|
56.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
52.7K+ 15.07% |
$1.53M - $1.67M
|
403K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52.3K+ 8.71% |
$1.52M - $1.65M
|
653K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
52.2K+ 15.09% |
$1.52M - $1.65M
|
398K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
51.2K+ 14.39% |
$1.48M - $1.62M
|
407K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.2KNew |
$1.43M - $1.55M
|
49.2K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
46.8KNew |
$1.36M - $1.48M
|
46.8K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
45.9K+ 30.7% |
$1.33M - $1.45M
|
196K
$5.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
BUY
|
- |
45.9K+ 5.34% |
$1.33M - $1.45M
|
904K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
44.6K+ 91.41% |
$1.29M - $1.41M
|
93.5K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.4K+ 7.23% |
$1.29M - $1.4M
|
658K
$20M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
42.9KNew |
$1.24M - $1.35M
|
42.9K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
41.5K+ 21.99% |
$1.2M - $1.31M
|
230K
$6.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.2K+ 7.05% |
$1.08M - $1.17M
|
565K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
33.8K+ 6.42% |
$981K - $1.07M
|
561K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32.9K+ 10.55% |
$955K - $1.04M
|
345K
$10.5M
|