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 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
8.7KNew |
$251K - $282K
|
8.7K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.44KNew |
$244K - $274K
|
8.44K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.24K+ 9.71% |
$238K - $267K
|
93.1K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.2K+ 1.35% |
$237K - $266K
|
616K
$21.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.97KNew |
$230K - $258K
|
7.97K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.47K+ 8.66% |
$216K - $242K
|
93.6K
$3.2M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.34K+ 22.16% |
$212K - $238K
|
40.4K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.3K+ 33.23% |
$211K - $237K
|
29.3K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.21KNew |
$208K - $233K
|
7.21K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.16K+ 5.61% |
$207K - $232K
|
135K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.03KNew |
$203K - $228K
|
7.03K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
6.82KNew |
$197K - $221K
|
6.82K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.81K+ 113.89% |
$197K - $221K
|
12.8K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.76KNew |
$195K - $219K
|
6.76K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.69KNew |
$193K - $217K
|
6.69K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.63K+ 67.1% |
$191K - $215K
|
16.5K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.63K+ 6.23% |
$191K - $215K
|
113K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
6.59KNew |
$190K - $213K
|
6.59K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.58K+ 0.84% |
$190K - $213K
|
789K
$27M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
6.51K+ 15.2% |
$188K - $211K
|
49.3K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.5K+ 1.84% |
$188K - $211K
|
360K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.49KNew |
$187K - $210K
|
6.49K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6.48KNew |
$187K - $210K
|
6.48K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.44K+ 338.79% |
$186K - $209K
|
8.34K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.38K+ 68.93% |
$184K - $207K
|
15.6K
$534K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.34K+ 4.68% |
$183K - $205K
|
142K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.31K+ 7.79% |
$182K - $204K
|
87.3K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.3K+ 3.41% |
$182K - $204K
|
191K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.24K+ 4.78% |
$180K - $202K
|
137K
$4.67M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.03K+ 12.67% |
$174K - $195K
|
53.6K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.77K+ 1.51% |
$167K - $187K
|
387K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.77K+ 1.51% |
$167K - $187K
|
386K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.72K+ 4.7% |
$165K - $185K
|
127K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.68K+ 7.35% |
$164K - $184K
|
83K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5.68K+ 2.08% |
$164K - $184K
|
279K
$9.53M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.63K+ 22.95% |
$163K - $182K
|
30.2K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
5.52K+ 11.79% |
$159K - $179K
|
52.3K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.48K+ 3.41% |
$158K - $178K
|
166K
$5.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.3K+ 5.82% |
$153K - $172K
|
96.3K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.23K+ 3.01% |
$151K - $169K
|
179K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5.03KNew |
$145K - $163K
|
5.03K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
4.76K+ 1852.53% |
$137K - $154K
|
5.02K
$171K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
4.75K+ 33.85% |
$137K - $154K
|
18.8K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.69K+ 1.19% |
$135K - $152K
|
400K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.61KNew |
$133K - $149K
|
4.61K
$158K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.54K+ 4.36% |
$131K - $147K
|
109K
$3.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.32K+ 2.91% |
$125K - $140K
|
153K
$5.22M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.23K+ 2.73% |
$122K - $137K
|
159K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.16K+ 6.82% |
$120K - $135K
|
65.2K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.95K+ 0.62% |
$114K - $128K
|
636K
$21.7M
|