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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
11.1KNew |
$378K - $406K
|
11.1K
$412K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$368K - $395K
|
10.8K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 1.38% |
$366K - $393K
|
788K
$29.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
10.6K+ 1.72% |
$361K - $388K
|
626K
$23.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.3K+ 28.26% |
$352K - $378K
|
46.9K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.83K+ 2.49% |
$335K - $359K
|
405K
$15M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
9.73K+ 3.12% |
$331K - $356K
|
321K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.65KNew |
$328K - $353K
|
9.65K
$358K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.49K+ 1.55% |
$323K - $347K
|
622K
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9.34K+ 14.52% |
$318K - $341K
|
73.7K
$2.73M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
9.1K+ 11.19% |
$310K - $332K
|
90.4K
$3.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
9.06K+ 1.38% |
$308K - $331K
|
667K
$24.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
8.85K+ 4.9% |
$301K - $323K
|
190K
$7.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
8.79K+ 9.74% |
$299K - $321K
|
99K
$3.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
8.63KNew |
$294K - $315K
|
8.63K
$320K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.62K+ 6.13% |
$293K - $315K
|
149K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.56K+ 1.05% |
$291K - $313K
|
825K
$30.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.45K+ 12.79% |
$288K - $309K
|
74.5K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.38K+ 16.83% |
$285K - $306K
|
58.2K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.34K+ 4.29% |
$284K - $305K
|
203K
$7.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.26K+ 34.89% |
$281K - $302K
|
31.9K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
8.24KNew |
$280K - $301K
|
8.24K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.2K+ 84.77% |
$279K - $300K
|
17.9K
$663K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
8.19K+ 7.73% |
$279K - $299K
|
114K
$4.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.1K+ 3.87% |
$276K - $296K
|
217K
$8.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
7.69K+ 69.41% |
$262K - $281K
|
18.8K
$696K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.58KNew |
$258K - $277K
|
7.58K
$281K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
7.43KNew |
$253K - $272K
|
7.43K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.42K+ 4.2% |
$253K - $271K
|
184K
$6.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.28KNew |
$248K - $266K
|
7.28K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
7.18KNew |
$244K - $262K
|
7.18K
$266K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.07K+ 1.12% |
$241K - $259K
|
638K
$23.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.03K+ 6.51% |
$239K - $257K
|
115K
$4.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8K+ 108.61% |
$232K - $249K
|
13.1K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
6.74K+ 30.32% |
$229K - $246K
|
29K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.69K+ 55.21% |
$228K - $244K
|
18.8K
$697K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
6.64K+ 1.65% |
$226K - $243K
|
409K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.63K+ 8.24% |
$226K - $242K
|
87K
$3.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
6.62K+ 1.41% |
$226K - $242K
|
478K
$17.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.6KNew |
$225K - $241K
|
6.6K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6.55K+ 2.55% |
$223K - $240K
|
264K
$9.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.55K+ 5.83% |
$223K - $239K
|
119K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.54KNew |
$223K - $239K
|
6.54K
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
6.49K+ 23.45% |
$221K - $237K
|
34.1K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
6.44K+ 4.55% |
$219K - $236K
|
148K
$5.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.41K+ 1.79% |
$218K - $234K
|
363K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.33K+ 2.26% |
$215K - $231K
|
286K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.28K+ 7.23% |
$214K - $229K
|
93.1K
$3.45M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.23K+ 2.39% |
$212K - $228K
|
267K
$9.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.17K+ 65.47% |
$210K - $226K
|
15.6K
$578K
|
|