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 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.88K+ 139.88% |
$112K - $126K
|
6.65K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.85K+ 9.88% |
$111K - $125K
|
42.8K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.56K+ 4.14% |
$103K - $115K
|
89.5K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.54K+ 1.82% |
$102K - $115K
|
198K
$6.75M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.47K+ 29.29% |
$100K - $112K
|
15.3K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.45K+ 3.03% |
$99.5K - $112K
|
117K
$4M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.42K+ 8.01% |
$98.8K - $111K
|
46.1K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 4.76% |
$96.9K - $109K
|
73.9K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.23K+ 0.78% |
$93.1K - $104K
|
418K
$14.3M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 10.73% |
$92.4K - $104K
|
33K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.19K+ 0.83% |
$92K - $103K
|
388K
$13.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.06K+ 12.52% |
$88.4K - $99.2K
|
27.5K
$940K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.05K+ 16.19% |
$88.1K - $98.9K
|
21.9K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.01K+ 4.64% |
$86.9K - $97.5K
|
67.9K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.98K+ 1291.77% |
$86.2K - $96.7K
|
3.22K
$110K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.85K+ 94866.67% |
$82.2K - $92.2K
|
2.85K
$97.4K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.78K+ 24.04% |
$80.2K - $90K
|
14.3K
$490K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.76K+ 1.04% |
$79.8K - $89.5K
|
269K
$9.19M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.73K+ 21.23% |
$79K - $88.6K
|
15.6K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 6.94% |
$78.5K - $88K
|
41.9K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
2.69K+ 7.67% |
$77.8K - $87.3K
|
37.8K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.68K+ 0.8% |
$77.4K - $86.9K
|
336K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.59K+ 1.6% |
$74.9K - $84K
|
164K
$5.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2.45K+ 2.94% |
$70.6K - $79.2K
|
85.6K
$2.93M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.42K+ 2.31% |
$69.9K - $78.4K
|
107K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.37K+ 11.31% |
$68.4K - $76.8K
|
23.3K
$797K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 0.22% |
$66.8K - $74.9K
|
1.03M
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.31K+ 2.88% |
$66.7K - $74.8K
|
82.6K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.24K+ 0.39% |
$64.8K - $72.7K
|
581K
$19.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.2K+ 0.58% |
$63.5K - $71.2K
|
380K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.13K+ 15.25% |
$61.4K - $68.9K
|
16.1K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.09K+ 24.17% |
$60.2K - $67.6K
|
10.7K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 13.37% |
$59.9K - $67.2K
|
17.6K
$601K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.03K+ 23.36% |
$58.7K - $65.8K
|
10.7K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.03K+ 4.66% |
$58.5K - $65.6K
|
45.5K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.01K+ 1.42% |
$57.9K - $65K
|
143K
$4.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2K+ 21.24% |
$57.8K - $64.8K
|
11.4K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.96K+ 6.6% |
$56.5K - $63.3K
|
31.6K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.95K+ 5.7% |
$56.4K - $63.3K
|
36.2K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.76KNew |
$50.8K - $57K
|
1.76K
$60.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.75KNew |
$50.5K - $56.6K
|
1.75K
$59.7K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.65K+ 3.35% |
$47.6K - $53.4K
|
50.8K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.6K+ 11.8% |
$46.2K - $51.8K
|
15.2K
$518K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47K+ 4.88% |
$42.3K - $47.5K
|
31.5K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.45K+ 7.94% |
$41.7K - $46.8K
|
19.6K
$671K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.12KNew |
$32.3K - $36.3K
|
1.12K
$38.3K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.11K+ 12.23% |
$31.9K - $35.8K
|
10.2K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1K+ 4.04% |
$29K - $32.5K
|
25.8K
$883K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1K+ 1.97% |
$28.9K - $32.4K
|
51.8K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
965+ 4.19% |
$27.9K - $31.3K
|
24K
$820K
|