Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.51K- 5.0% |
$130K - $146K
|
85.7K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.53K- 3.27% |
$131K - $147K
|
134K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.55K- 0.18% |
$131K - $147K
|
2.52M
$86.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-4.6K- 1.63% |
$133K - $149K
|
278K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.68K- 2.94% |
$135K - $151K
|
155K
$5.28M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.68K- 0.29% |
$135K - $152K
|
1.63M
$55.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.77K- 0.39% |
$138K - $155K
|
1.22M
$41.8M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-4.9K- 24.17% |
$142K - $159K
|
15.4K
$526K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.91K- 12.21% |
$142K - $159K
|
35.3K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5K- 27.87% |
$144K - $162K
|
12.9K
$442K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.04K- 13.09% |
$146K - $163K
|
33.5K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-5.04K- 3.97% |
$146K - $163K
|
122K
$4.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.34K- 17.79% |
$154K - $173K
|
24.7K
$842K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5.35K- 13.87% |
$154K - $173K
|
33.2K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-5.5K- 4.3% |
$159K - $178K
|
122K
$4.18M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-5.53K- 61.05% |
$160K - $179K
|
3.53K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-6.05K- 29.52% |
$175K - $196K
|
14.4K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-6.2K- 5.1% |
$179K - $201K
|
115K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.49K- 1.81% |
$187K - $210K
|
352K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.05K- 12.28% |
$204K - $228K
|
50.3K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-7.2K- 7.04% |
$208K - $233K
|
95K
$3.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7.3K- 0.34% |
$211K - $236K
|
2.14M
$73M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.58K- 2.74% |
$219K - $245K
|
269K
$9.18M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.69K- 30.11% |
$222K - $249K
|
17.9K
$610K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.33K- 6.1% |
$269K - $302K
|
144K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-9.43K- 1.64% |
$272K - $306K
|
567K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.78K- 3.06% |
$282K - $317K
|
310K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 5.81% |
$298K - $335K
|
168K
$5.73M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11K- 2.68% |
$318K - $357K
|
401K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12.4K- 25.76% |
$358K - $401K
|
35.7K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-12.7K- 31.67% |
$367K - $412K
|
27.4K
$938K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.9K- 12.82% |
$402K - $452K
|
94.8K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.4K- 75.07% |
$415K - $466K
|
4.77K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.5K- 16.88% |
$419K - $470K
|
71.4K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-15.4K- 6.18% |
$445K - $499K
|
234K
$8M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-15.7K- 3.72% |
$453K - $508K
|
406K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-16K- 37.41% |
$462K - $519K
|
26.8K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 9.1% |
$492K - $552K
|
170K
$5.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-17K- 2.92% |
$492K - $552K
|
567K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-18.2K- 2.72% |
$527K - $591K
|
652K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-18.4K- 3.04% |
$531K - $596K
|
587K
$20.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19.1K- 27.55% |
$552K - $620K
|
50.3K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.2K- 18.12% |
$585K - $656K
|
91.5K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 71.09% |
$608K - $682K
|
8.56K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.6K- 9.92% |
$711K - $798K
|
224K
$7.64M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-28.6K- 28.64% |
$826K - $927K
|
71.3K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-29.7K- 8.73% |
$857K - $961K
|
310K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29.8K- 3.21% |
$862K - $967K
|
900K
$30.8M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-30.5K- 12.73% |
$882K - $990K
|
209K
$7.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-32K- 5.66% |
$924K - $1.04M
|
533K
$18.2M
|