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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
80New |
$2.32K - $2.53K
|
80
$2.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
41+ 0.43% |
$1.19K - $1.3K
|
9.68K
$359K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
17New |
$493 - $537
|
17
$631
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
293K+ 61.89% |
$8.42M - $9.4M
|
767K
$28.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
135K+ 220.21% |
$3.86M - $4.31M
|
196K
$7.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
105K+ 9.21% |
$3.02M - $3.38M
|
1.25M
$46.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14.3KNew |
$411K - $459K
|
14.3K
$531K
|
|
|
Jul 08, 2025
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.7KNew |
$306K - $342K
|
10.7K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
9.03KNew |
$259K - $290K
|
9.03K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1K+ 18.73% |
$232K - $260K
|
51.3K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.68K+ 12.74% |
$76.9K - $86K
|
23.7K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.14KNew |
$61.3K - $68.5K
|
2.14K
$79.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.11KNew |
$60.5K - $67.6K
|
2.11K
$78.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 0.6% |
$50.6K - $56.5K
|
296K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
468+ 396.61% |
$13.4K - $15K
|
586
$21.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
432New |
$12.4K - $13.8K
|
432
$16K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
261+ 3.41% |
$7.49K - $8.37K
|
7.92K
$294K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.56MNew |
$45.2M - $48.3M
|
1.56M
$58M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
596K+ 61.9% |
$17.2M - $18.4M
|
1.56M
$57.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
103K+ 6.87% |
$2.99M - $3.19M
|
1.61M
$59.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
87.6K+ 6.61% |
$2.54M - $2.71M
|
1.41M
$52.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.89K+ 6.62% |
$286K - $306K
|
159K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.61K+ 0.87% |
$220K - $235K
|
884K
$32.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.49K+ 2.65% |
$101K - $108K
|
135K
$5.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 106.16% |
$74.8K - $80K
|
5.02K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.26KNew |
$36.5K - $39K
|
1.26K
$46.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
410New |
$11.9K - $12.7K
|
410
$15.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
362+ 1.03% |
$10.5K - $11.2K
|
35.6K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
206New |
$5.96K - $6.37K
|
206
$7.64K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
162+ 2.16% |
$4.69K - $5.01K
|
7.66K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
161+ 1.29% |
$4.66K - $4.98K
|
12.7K
$470K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
137New |
$3.96K - $4.23K
|
137
$5.08K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
108+ 1.06% |
$3.12K - $3.34K
|
10.3K
$380K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
177KNew |
$4.91M - $5.36M
|
177K
$6.57M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
44K+ 2.48% |
$1.22M - $1.33M
|
1.82M
$67.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
34.3K+ 22.61% |
$951K - $1.04M
|
186K
$6.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.2K+ 20.04% |
$894K - $976K
|
193K
$7.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.2KNew |
$755K - $823K
|
27.2K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
17.2K+ 3.67% |
$477K - $521K
|
486K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15.8K+ 80.35% |
$440K - $480K
|
35.6K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 15.87% |
$284K - $310K
|
74.8K
$2.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
6.7KNew |
$186K - $203K
|
6.7K
$249K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.57KNew |
$154K - $168K
|
5.57K
$206K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.54K+ 19.36% |
$98.2K - $107K
|
21.8K
$809K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.5K+ 83.33% |
$97.1K - $106K
|
7.7K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.37K+ 3.69% |
$65.7K - $71.6K
|
66.6K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 18.45% |
$36.1K - $39.4K
|
8.35K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
598New |
$16.6K - $18.1K
|
598
$22.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$5.55K - $6.05K
|
200
$7.42K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
170New |
$4.72K - $5.15K
|
170
$6.31K
|
|