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 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
|
|
|
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 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
|
|
|
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
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.94K+ 1.96% |
$100K - $107K
|
153K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.93K+ 2.82% |
$99.8K - $107K
|
107K
$3.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.93K+ 17.85% |
$99.7K - $107K
|
19.3K
$717K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.89K+ 1.04% |
$98.2K - $105K
|
280K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.71K+ 35.9% |
$92.4K - $99.2K
|
10.3K
$381K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.69K+ 5.69% |
$91.7K - $98.4K
|
50K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.41K+ 5.73% |
$82.2K - $88.2K
|
44.5K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.25K+ 6.37% |
$76.5K - $82.1K
|
37.5K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.23K+ 5.72% |
$75.8K - $81.4K
|
41.1K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 36.97% |
$75.4K - $81K
|
8.21K
$304K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.21KNew |
$75.1K - $80.6K
|
2.21K
$81.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
2.19K+ 0.96% |
$74.7K - $80.2K
|
231K
$8.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.17K+ 13.41% |
$73.9K - $79.3K
|
18.3K
$680K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.12K+ 9.12% |
$72K - $77.3K
|
25.3K
$939K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.04K+ 3.19% |
$69.6K - $74.7K
|
66.1K
$2.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.99K+ 24.47% |
$67.7K - $72.7K
|
10.1K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.97K+ 5.26% |
$67.1K - $72K
|
39.4K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.97K+ 25.52% |
$66.9K - $71.9K
|
9.67K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.95K+ 6.38% |
$66.5K - $71.4K
|
32.5K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.84K+ 3.84% |
$62.7K - $67.3K
|
49.8K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.84K+ 5.17% |
$62.5K - $67.1K
|
37.3K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.77K+ 55.82% |
$60.2K - $64.7K
|
4.94K
$183K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.71K+ 6.38% |
$58.4K - $62.6K
|
28.6K
$1.06M
|
|