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 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
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.1KNew |
$208K - $223K
|
6.1K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.98K+ 3.27% |
$204K - $219K
|
189K
$7M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.91K+ 13.68% |
$201K - $216K
|
49.1K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.88K+ 1.25% |
$200K - $215K
|
477K
$17.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.79K+ 3.41% |
$197K - $212K
|
175K
$6.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.77KNew |
$197K - $211K
|
5.77K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5.74KNew |
$196K - $210K
|
5.74K
$213K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.7KNew |
$194K - $208K
|
5.7K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.68K+ 2.14% |
$193K - $208K
|
272K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.56KNew |
$189K - $203K
|
5.56K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.52KNew |
$188K - $202K
|
5.52K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.5KNew |
$187K - $201K
|
5.5K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.46K+ 11.49% |
$186K - $199K
|
52.9K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.32K+ 5.59% |
$181K - $194K
|
100K
$3.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.22K+ 8.23% |
$178K - $191K
|
68.6K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5.2K+ 8.17% |
$177K - $190K
|
68.8K
$2.55M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
5.14K+ 2.89% |
$175K - $188K
|
183K
$6.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.04K+ 2.23% |
$172K - $184K
|
231K
$8.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
5.03K+ 0.72% |
$171K - $184K
|
706K
$26.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.86K+ 7.0% |
$165K - $177K
|
74.2K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.69K+ 69.9% |
$160K - $171K
|
11.4K
$423K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.56K+ 14.85% |
$155K - $167K
|
35.3K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.51K+ 3.92% |
$153K - $165K
|
119K
$4.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.45K+ 5.07% |
$152K - $163K
|
92.4K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.41K+ 111.08% |
$150K - $161K
|
8.38K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.37K+ 12.54% |
$149K - $160K
|
39.2K
$1.45M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.28K+ 2.81% |
$146K - $157K
|
157K
$5.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.28K+ 30.93% |
$146K - $156K
|
18.1K
$672K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.26K+ 16.0% |
$145K - $156K
|
30.9K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.23K+ 60.26% |
$144K - $154K
|
11.2K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.09K+ 15.96% |
$139K - $150K
|
29.7K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.99K+ 2.99% |
$136K - $146K
|
137K
$5.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.93K+ 2.52% |
$134K - $144K
|
160K
$5.94M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.92K+ 4.86% |
$133K - $143K
|
84.5K
$3.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.77K+ 0.82% |
$128K - $138K
|
465K
$17.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.75K+ 17.0% |
$128K - $137K
|
25.8K
$957K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.71K+ 6.12% |
$126K - $135K
|
64.2K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.61K+ 2.56% |
$123K - $132K
|
144K
$5.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.59K+ 98.22% |
$122K - $131K
|
7.24K
$268K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3.58K+ 15.88% |
$122K - $131K
|
26.1K
$969K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.58K+ 18.02% |
$122K - $131K
|
23.4K
$869K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.58K+ 0.91% |
$122K - $131K
|
395K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.33K+ 3.4% |
$113K - $122K
|
101K
$3.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.3K+ 12.88% |
$112K - $121K
|
28.9K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.26K+ 1.87% |
$111K - $119K
|
177K
$6.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.21K+ 5.27% |
$109K - $117K
|
64K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.17K+ 5.29% |
$108K - $116K
|
63.1K
$2.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 31.42% |
$107K - $115K
|
13.1K
$487K
|
|