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 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
591+ 2.22% |
$20.1K - $21.6K
|
27.2K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
556New |
$18.9K - $20.3K
|
556
$20.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
554+ 1.86% |
$18.9K - $20.2K
|
30.4K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
549+ 0.99% |
$18.7K - $20.1K
|
55.9K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
462+ 6.16% |
$15.7K - $16.9K
|
7.96K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
450+ 8.91% |
$15.3K - $16.4K
|
5.5K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
412+ 0.51% |
$14K - $15.1K
|
81.1K
$3.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
365+ 0.7% |
$12.4K - $13.3K
|
52.8K
$1.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
360+ 0.09% |
$12.3K - $13.2K
|
396K
$14.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
359+ 6.18% |
$12.2K - $13.1K
|
6.17K
$229K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
358+ 1.38% |
$12.2K - $13.1K
|
26.3K
$977K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
348New |
$11.8K - $12.7K
|
348
$12.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
326New |
$11.1K - $11.9K
|
326
$12.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
301+ 2.61% |
$10.2K - $11K
|
11.8K
$438K
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 0.22% |
$10K - $10.8K
|
137K
$5.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
269+ 9.47% |
$9.16K - $9.83K
|
3.11K
$115K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
259+ 3.9% |
$8.82K - $9.47K
|
6.9K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
235+ 0.77% |
$8K - $8.59K
|
30.8K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
230+ 1.49% |
$7.83K - $8.41K
|
15.6K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
229+ 2.3% |
$7.8K - $8.37K
|
10.2K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
225New |
$7.66K - $8.22K
|
225
$8.35K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
205+ 1.76% |
$6.98K - $7.49K
|
11.8K
$439K
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
194+ 0.78% |
$6.61K - $7.09K
|
25.1K
$932K
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
190+ 0.03% |
$6.47K - $6.94K
|
551K
$20.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
168+ 2.04% |
$5.72K - $6.14K
|
8.41K
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
142+ 2.36% |
$4.84K - $5.19K
|
6.15K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
134+ 2.82% |
$4.56K - $4.9K
|
4.89K
$181K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
116+ 0.13% |
$3.95K - $4.24K
|
91K
$3.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
114+ 0.34% |
$3.88K - $4.17K
|
33.5K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
99+ 0.14% |
$3.37K - $3.62K
|
72.8K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
91+ 1.31% |
$3.1K - $3.33K
|
7.03K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 0.64% |
$3.06K - $3.29K
|
14.1K
$524K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
78+ 0.39% |
$2.66K - $2.85K
|
19.9K
$738K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
60+ 0.53% |
$2.04K - $2.19K
|
11.4K
$422K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
57+ 0.16% |
$1.94K - $2.08K
|
36.2K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 0.4% |
$1.84K - $1.97K
|
13.7K
$507K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
50+ 0.24% |
$1.7K - $1.83K
|
20.9K
$774K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
47+ 0.4% |
$1.6K - $1.72K
|
11.9K
$443K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
37+ 0.4% |
$1.26K - $1.35K
|
9.31K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
25+ 0.19% |
$851 - $914
|
13.5K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
25+ 0.04% |
$851 - $914
|
69.7K
$2.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 0.05% |
$647 - $694
|
36.2K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19+ 0.02% |
$647 - $694
|
125K
$4.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
18+ 0.26% |
$613 - $658
|
6.87K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
16+ 0.12% |
$545 - $585
|
13.2K
$489K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
16+ 0.08% |
$545 - $585
|
20.3K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
13+ 0.29% |
$443 - $475
|
4.49K
$166K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.6% |
$443 - $475
|
2.19K
$81.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.3% |
$238 - $256
|
2.31K
$85.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.4% |
$204 - $219
|
1.51K
$56K
|
|