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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
36.6K+ 5.55% |
$1.06M - $1.18M
|
695K
$23.7M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
36.1K+ 10.06% |
$1.04M - $1.17M
|
395K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
35.7K+ 45.45% |
$1.03M - $1.16M
|
114K
$3.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
34.3K+ 8.52% |
$991K - $1.11M
|
437K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.7K+ 7.83% |
$973K - $1.09M
|
464K
$15.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33.6KNew |
$971K - $1.09M
|
33.6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.2K+ 4.59% |
$930K - $1.04M
|
734K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.1KNew |
$928K - $1.04M
|
32.1K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.7K+ 16.36% |
$915K - $1.03M
|
225K
$7.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.7K+ 23.52% |
$915K - $1.03M
|
166K
$5.68M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
31.5K+ 13.05% |
$909K - $1.02M
|
273K
$9.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
30.9K+ 38.74% |
$892K - $1M
|
111K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
30.7K+ 7.25% |
$886K - $994K
|
454K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
29.7K+ 28.03% |
$857K - $962K
|
136K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.5K+ 7.29% |
$853K - $957K
|
435K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29.2K+ 83.82% |
$842K - $945K
|
63.9K
$2.19M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
28K+ 19.05% |
$810K - $909K
|
175K
$5.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
27.4K+ 7.63% |
$790K - $887K
|
386K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
27.3K+ 39.64% |
$789K - $885K
|
96.2K
$3.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
26.8KNew |
$773K - $867K
|
26.8K
$915K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
26.5K+ 4.72% |
$765K - $858K
|
587K
$20.1M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
25.4KNew |
$735K - $824K
|
25.4K
$869K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.5K+ 2.36% |
$677K - $760K
|
1.02M
$34.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23.1K+ 9.97% |
$668K - $749K
|
255K
$8.71M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
22.7K+ 0.34% |
$654K - $734K
|
6.67M
$228M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
22.5KNew |
$650K - $730K
|
22.5K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.4K+ 21.13% |
$619K - $695K
|
123K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
21.4KNew |
$617K - $692K
|
21.4K
$730K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
21.1K+ 2.91% |
$611K - $685K
|
748K
$25.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
21KNew |
$608K - $682K
|
21K
$719K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 7.01% |
$599K - $672K
|
317K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
20.7K+ 12.37% |
$599K - $672K
|
188K
$6.44M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20.6K+ 6.32% |
$594K - $667K
|
346K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
20.5K+ 53.41% |
$591K - $663K
|
58.8K
$2.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
19.9K+ 3.3% |
$575K - $645K
|
624K
$21.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
19.9K+ 2.2% |
$574K - $644K
|
924K
$31.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
19.8K+ 128.31% |
$571K - $641K
|
35.2K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
19.8K+ 8.86% |
$571K - $640K
|
243K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.7K+ 8.09% |
$569K - $638K
|
263K
$8.99M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
19KNew |
$549K - $616K
|
19K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
18.9K+ 13.62% |
$547K - $614K
|
158K
$5.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
18.7K+ 11.24% |
$541K - $607K
|
186K
$6.34M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18.5K+ 17.87% |
$535K - $600K
|
122K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17.9K+ 11.4% |
$516K - $579K
|
175K
$5.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17.6KNew |
$508K - $570K
|
17.6K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17K+ 202.96% |
$491K - $550K
|
25.4K
$866K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
16.6K+ 9.75% |
$478K - $537K
|
186K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16.5K+ 1.66% |
$477K - $535K
|
1.01M
$34.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
16K+ 5.05% |
$461K - $517K
|
332K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
15.7K+ 3.55% |
$454K - $509K
|
458K
$15.7M
|