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 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15.7K+ 5.7% |
$453K - $508K
|
291K
$9.94M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
15.3K+ 2.31% |
$443K - $497K
|
680K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 4.62% |
$442K - $496K
|
347K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6K+ 89.61% |
$421K - $473K
|
30.9K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.6K+ 59.65% |
$420K - $471K
|
38.9K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
14.5KNew |
$419K - $471K
|
14.5K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.3KNew |
$413K - $463K
|
14.3K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 22.24% |
$409K - $459K
|
77.8K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14K+ 14.97% |
$404K - $453K
|
107K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8K+ 39.18% |
$399K - $448K
|
49.1K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7KNew |
$395K - $443K
|
13.7K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
13.7K+ 3.36% |
$394K - $442K
|
420K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
13.5KNew |
$391K - $439K
|
13.5K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.5KNew |
$391K - $439K
|
13.5K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.3K+ 10.62% |
$385K - $432K
|
139K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
13.1K+ 26.88% |
$378K - $425K
|
61.8K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
13K+ 6.96% |
$375K - $421K
|
200K
$6.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13K+ 28.18% |
$374K - $420K
|
58.9K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
12.8K+ 2.55% |
$369K - $414K
|
514K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
12.7K+ 12.42% |
$367K - $412K
|
115K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.7K+ 4.94% |
$366K - $411K
|
269K
$9.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 2.22% |
$359K - $403K
|
573K
$19.6M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
12.3K+ 22.44% |
$356K - $399K
|
67.3K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.1K+ 21.83% |
$350K - $392K
|
67.6K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$347K - $389K
|
12K
$410K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.8K+ 17.87% |
$340K - $382K
|
77.8K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.6K+ 158.18% |
$336K - $377K
|
19K
$649K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.3K+ 23.01% |
$327K - $367K
|
60.6K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3KNew |
$326K - $366K
|
11.3K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
10.8K+ 2.41% |
$312K - $350K
|
458K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10.7K+ 2.01% |
$309K - $346K
|
543K
$18.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.7K+ 1.81% |
$308K - $345K
|
600K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
10.4K+ 3.4% |
$301K - $338K
|
318K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 5.21% |
$298K - $335K
|
209K
$7.13M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$292K - $328K
|
10.1K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10K+ 5.13% |
$289K - $324K
|
205K
$7M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.88K+ 3.98% |
$285K - $320K
|
258K
$8.81M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.85K+ 2.65% |
$284K - $319K
|
382K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
9.84K+ 3.67% |
$284K - $319K
|
278K
$9.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.7K+ 1.58% |
$280K - $314K
|
625K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.23KNew |
$267K - $299K
|
9.23K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.16KNew |
$264K - $297K
|
9.16K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.05K+ 36.38% |
$261K - $293K
|
33.9K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
9.01K+ 7.03% |
$260K - $292K
|
137K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.88KNew |
$256K - $288K
|
8.88K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.87K+ 6.03% |
$256K - $287K
|
156K
$5.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.82K+ 17.62% |
$255K - $286K
|
58.9K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.8K+ 5.18% |
$254K - $285K
|
179K
$6.1M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.78K+ 6.54% |
$254K - $285K
|
143K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
8.72K+ 247.03% |
$252K - $283K
|
12.3K
$419K
|