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 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
939+ 2.79% |
$27.1K - $30.4K
|
34.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
921New |
$26.6K - $29.8K
|
921
$31.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
910+ 10.79% |
$26.3K - $29.5K
|
9.35K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
903+ 3.54% |
$26.1K - $29.3K
|
26.4K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
863+ 0.47% |
$24.9K - $28K
|
183K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
816+ 0.16% |
$23.6K - $26.4K
|
497K
$17M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
777+ 5.11% |
$22.4K - $25.2K
|
16K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
746+ 3.92% |
$21.5K - $24.2K
|
19.8K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
740New |
$21.4K - $24K
|
740
$25.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
725+ 4.09% |
$20.9K - $23.5K
|
18.5K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
710+ 6.3% |
$20.5K - $23K
|
12K
$409K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
638+ 3.07% |
$18.4K - $20.7K
|
21.4K
$731K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
590+ 5.66% |
$17K - $19.1K
|
11K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
588+ 3.53% |
$17K - $19.1K
|
17.3K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
515+ 2.2% |
$14.9K - $16.7K
|
23.9K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
445+ 0.2% |
$12.9K - $14.4K
|
228K
$7.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
405+ 0.2% |
$11.7K - $13.1K
|
199K
$6.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
401+ 1.29% |
$11.6K - $13K
|
31.4K
$1.07M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
385+ 1.87% |
$11.1K - $12.5K
|
21K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
355+ 1.69% |
$10.3K - $11.5K
|
21.4K
$731K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
334+ 8.17% |
$9.65K - $10.8K
|
4.42K
$151K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
313+ 1.21% |
$9.04K - $10.1K
|
26.2K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
312+ 1.58% |
$9.01K - $10.1K
|
20.1K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
308+ 3.76% |
$8.9K - $9.98K
|
8.51K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
282+ 1.93% |
$8.14K - $9.14K
|
14.9K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
273+ 0.4% |
$7.88K - $8.85K
|
68.8K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
210+ 2.47% |
$6.06K - $6.8K
|
8.73K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
199+ 0.68% |
$5.75K - $6.45K
|
29.4K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
197+ 0.61% |
$5.69K - $6.38K
|
32.6K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
146+ 0.34% |
$4.22K - $4.73K
|
43K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 0.37% |
$3.9K - $4.37K
|
36.9K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
128+ 0.62% |
$3.7K - $4.15K
|
20.9K
$714K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
110+ 0.31% |
$3.18K - $3.56K
|
36.1K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
91+ 0.08% |
$2.63K - $2.95K
|
116K
$3.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
80+ 0.31% |
$2.31K - $2.59K
|
25.7K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
62+ 0.03% |
$1.79K - $2.01K
|
229K
$7.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
62+ 0.09% |
$1.79K - $2.01K
|
69.5K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55+ 1.68% |
$1.59K - $1.78K
|
3.33K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
54+ 0.07% |
$1.56K - $1.75K
|
79.5K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47+ 0.31% |
$1.36K - $1.52K
|
15.2K
$518K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41+ 0.31% |
$1.18K - $1.33K
|
13.5K
$460K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
34+ 0.31% |
$982 - $1.1K
|
11.1K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
33+ 0.05% |
$953 - $1.07K
|
63.3K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32New |
$924 - $1.04K
|
32
$1.09K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 1.21% |
$751 - $842
|
2.18K
$74.3K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
25+ 0.31% |
$722 - $810
|
8.13K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
24+ 0.15% |
$693 - $778
|
16.1K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
21+ 0.09% |
$606 - $680
|
23.5K
$801K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
20+ 0.14% |
$578 - $648
|
14.1K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
19+ 0.24% |
$549 - $616
|
8.09K
$276K
|