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 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
859K+ 2689.47% |
$30.8M - $32.2M
|
891K
$33M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
313KNew |
$11.2M - $11.7M
|
313K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
267K+ 2401.6% |
$9.55M - $10M
|
278K
$10.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
224K+ 35.75% |
$8.01M - $8.39M
|
849K
$31.5M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
220K+ 1253.29% |
$7.88M - $8.25M
|
237K
$8.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
175K+ 119.89% |
$6.25M - $6.55M
|
320K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
95.1K+ 19.66% |
$3.41M - $3.57M
|
579K
$21.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
91.5K+ 10.76% |
$3.28M - $3.43M
|
942K
$35M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
75K+ 8.48% |
$2.69M - $2.82M
|
960K
$35.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
64.1KNew |
$2.29M - $2.4M
|
64.1K
$2.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
63.5K+ 5.05% |
$2.27M - $2.38M
|
1.32M
$49M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
58.4K+ 124.51% |
$2.09M - $2.19M
|
105K
$3.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53K+ 5.18% |
$1.9M - $1.99M
|
1.08M
$39.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
48.6K+ 7.1% |
$1.74M - $1.82M
|
733K
$27.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
45.8K+ 6.87% |
$1.64M - $1.72M
|
713K
$26.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
41.3KNew |
$1.48M - $1.55M
|
41.3K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
39.4K+ 89.77% |
$1.41M - $1.48M
|
83.3K
$3.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.4K+ 6.62% |
$1.34M - $1.41M
|
603K
$22.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
37K+ 9.37% |
$1.32M - $1.39M
|
432K
$16M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36KNew |
$1.29M - $1.35M
|
36K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
34.4K+ 0.96% |
$1.23M - $1.29M
|
3.63M
$135M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
34K+ 5.44% |
$1.22M - $1.28M
|
660K
$24.5M
|
|
|
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 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
28K+ 10.53% |
$1M - $1.05M
|
294K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
23.9K+ 3.08% |
$856K - $897K
|
800K
$29.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 2.56% |
$855K - $895K
|
955K
$35.4M
|
|
|
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 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15.4K+ 14.69% |
$552K - $578K
|
120K
$4.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.5K+ 5.78% |
$519K - $544K
|
265K
$9.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
13.9K+ 0.63% |
$497K - $520K
|
2.21M
$81.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 1.16% |
$416K - $435K
|
1.01M
$37.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.9K+ 3.39% |
$390K - $409K
|
332K
$12.3M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
10K+ 29.63% |
$358K - $375K
|
43.8K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.52K+ 27.64% |
$341K - $357K
|
44K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.47KNew |
$339K - $355K
|
9.47K
$351K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.18K+ 26.03% |
$329K - $344K
|
44.5K
$1.65M
|
|
|
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 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8.53K+ 9.16% |
$306K - $320K
|
102K
$3.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.42K+ 341.84% |
$302K - $316K
|
10.9K
$404K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.37K+ 2.93% |
$300K - $314K
|
294K
$10.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.31K+ 1.18% |
$298K - $312K
|
714K
$26.5M
|
|
|
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 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.13K+ 4.46% |
$220K - $230K
|
144K
$5.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
6.02K+ 2.65% |
$216K - $226K
|
233K
$8.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.52K+ 7.4% |
$198K - $207K
|
80K
$2.97M
|
|