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 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
89.3KNew |
$2.58M - $2.89M
|
89.3K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
86K+ 3.42% |
$2.48M - $2.79M
|
2.6M
$89M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80.5K+ 6.42% |
$2.32M - $2.61M
|
1.33M
$45.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
79.2K+ 19.97% |
$2.29M - $2.56M
|
476K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
78.7K+ 2.49% |
$2.27M - $2.55M
|
3.24M
$111M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
78.4K+ 7.22% |
$2.27M - $2.54M
|
1.17M
$39.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
76.4K+ 50.34% |
$2.21M - $2.47M
|
228K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
76K+ 170.5% |
$2.2M - $2.46M
|
121K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
75.9K+ 6.7% |
$2.19M - $2.46M
|
1.21M
$41.3M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
74.2K+ 9.89% |
$2.14M - $2.4M
|
825K
$28.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
73.1K+ 128.73% |
$2.11M - $2.37M
|
130K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
72.3K+ 22.23% |
$2.09M - $2.34M
|
397K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
66.1K+ 4.21% |
$1.91M - $2.14M
|
1.64M
$55.9M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
64.6K+ 4.92% |
$1.87M - $2.09M
|
1.38M
$47.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.6K+ 18.74% |
$1.87M - $2.09M
|
409K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
61.7K+ 24.37% |
$1.78M - $2M
|
315K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
61.2K+ 19.01% |
$1.77M - $1.98M
|
383K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.1K+ 11.21% |
$1.76M - $1.98M
|
606K
$20.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
60.9K+ 57.57% |
$1.76M - $1.97M
|
167K
$5.7M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
60.6K+ 21.76% |
$1.75M - $1.96M
|
339K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
60.2K+ 578.1% |
$1.74M - $1.95M
|
70.6K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
58.9K+ 75.74% |
$1.7M - $1.91M
|
137K
$4.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
58.9K+ 8.5% |
$1.7M - $1.91M
|
751K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
57.3K+ 38.8% |
$1.66M - $1.86M
|
205K
$7.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
56.2K+ 17.15% |
$1.62M - $1.82M
|
384K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
54.7K+ 8.06% |
$1.58M - $1.77M
|
733K
$25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
54.4K+ 59.81% |
$1.57M - $1.76M
|
145K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52K+ 7.3% |
$1.5M - $1.69M
|
765K
$26.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51.9K+ 1.44% |
$1.5M - $1.68M
|
3.65M
$125M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
49.9K+ 6.73% |
$1.44M - $1.62M
|
792K
$27.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
49.7K+ 7.0% |
$1.44M - $1.61M
|
760K
$26M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
49.3K+ 535.48% |
$1.42M - $1.6M
|
58.5K
$2M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
48.4K+ 17.86% |
$1.4M - $1.57M
|
319K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
47.8K+ 193.78% |
$1.38M - $1.55M
|
72.5K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
46.8K+ 3.6% |
$1.35M - $1.52M
|
1.35M
$46M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
46.2KNew |
$1.34M - $1.5M
|
46.2K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7K+ 6.29% |
$1.32M - $1.48M
|
773K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
43.8K+ 19.04% |
$1.26M - $1.42M
|
274K
$9.35M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
43K+ 4.93% |
$1.24M - $1.39M
|
915K
$31.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42.8K+ 9.23% |
$1.24M - $1.39M
|
507K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
42K+ 172.49% |
$1.21M - $1.36M
|
66.3K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
41.9K+ 6.89% |
$1.21M - $1.36M
|
649K
$22.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
41.4K+ 24.93% |
$1.19M - $1.34M
|
207K
$7.08M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
40.6K+ 113.11% |
$1.17M - $1.31M
|
76.4K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.9K+ 8.65% |
$1.15M - $1.29M
|
501K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
39.2K+ 16.14% |
$1.13M - $1.27M
|
282K
$9.64M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38.2K+ 19.56% |
$1.1M - $1.24M
|
234K
$7.98M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.1K+ 480.98% |
$1.1M - $1.24M
|
46K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
37.8K+ 53.05% |
$1.09M - $1.23M
|
109K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
36.7K+ 53.83% |
$1.06M - $1.19M
|
105K
$3.59M
|