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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Rs Crum Inc.
|
BUY
|
- |
5+ 0.05% |
$170 - $183
|
9.37K
$348K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4+ 0.06% |
$136 - $146
|
7.27K
$270K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4+ 0.0% |
$136 - $146
|
90.9K
$3.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4+ 0.03% |
$136 - $146
|
12.3K
$458K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.02% |
$136 - $146
|
25.9K
$959K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4+ 0.06% |
$136 - $146
|
6.69K
$248K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.01% |
$136 - $146
|
48.1K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3+ 0.02% |
$102 - $110
|
19.8K
$734K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$34.1 - $36.6
|
130
$4.82K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.06% |
$34.1 - $36.6
|
1.82K
$67.4K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
754K+ 19.31% |
$21.1M - $26.2M
|
4.66M
$173M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
237K+ 900.16% |
$6.65M - $8.24M
|
264K
$9.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
173KNew |
$4.85M - $6.01M
|
173K
$6.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
156K+ 140.81% |
$4.37M - $5.41M
|
266K
$9.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
119KNew |
$3.33M - $4.13M
|
119K
$4.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
80.7KNew |
$2.26M - $2.8M
|
80.7K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.7KNew |
$1.67M - $2.07M
|
59.7K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
51.9KNew |
$1.45M - $1.8M
|
51.9K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
36.3KNew |
$1.02M - $1.26M
|
36.3K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$619K - $767K
|
22.1K
$819K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16.3KNew |
$456K - $565K
|
16.3K
$603K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
16.1K+ 63.36% |
$450K - $558K
|
41.4K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$424K - $525K
|
15.1K
$561K
|
|
|
Aug 06, 2025
Q2 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$354K - $439K
|
12.6K
$469K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.9K+ 110.9% |
$333K - $412K
|
22.6K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.6KNew |
$325K - $403K
|
11.6K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
11.5KNew |
$322K - $399K
|
11.5K
$426K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.8K+ 74.51% |
$303K - $376K
|
25.4K
$941K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$301K - $373K
|
10.7K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.68K+ 45.98% |
$271K - $336K
|
30.7K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.2KNew |
$258K - $319K
|
9.2K
$341K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
9.1K+ 26.65% |
$255K - $316K
|
43.3K
$1.6M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.89K+ 21.98% |
$249K - $309K
|
49.3K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.81KNew |
$247K - $306K
|
8.81K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.55K+ 16.86% |
$184K - $227K
|
45.4K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$176K - $218K
|
6.29K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.18KNew |
$173K - $214K
|
6.18K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6KNew |
$168K - $208K
|
6K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.98KNew |
$168K - $207K
|
5.98K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.29K+ 1.37% |
$148K - $184K
|
392K
$14.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.29K+ 1.37% |
$148K - $184K
|
392K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$116K - $144K
|
4.16K
$154K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.91KNew |
$110K - $136K
|
3.91K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55K+ 57.56% |
$43.5K - $53.9K
|
4.25K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.37K+ 1.19% |
$38.5K - $47.7K
|
116K
$4.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.34KNew |
$37.5K - $46.5K
|
1.34K
$49.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.18K+ 6.21% |
$33.1K - $41K
|
20.2K
$749K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
974+ 14.64% |
$27.3K - $33.8K
|
7.63K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
940+ 6.08% |
$26.3K - $32.6K
|
16.4K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
833New |
$23.3K - $28.9K
|
833
$30.9K
|
|