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 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
16+ 0.1% |
$462 - $518
|
16.4K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
16+ 0.1% |
$462 - $518
|
16.2K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13+ 0.19% |
$375 - $421
|
6.94K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.33% |
$289 - $324
|
3.08K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$260 - $292
|
7K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.01% |
$231 - $259
|
58.6K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.34% |
$144 - $162
|
1.49K
$50.8K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.37% |
$144 - $162
|
1.37K
$46.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.29% |
$116 - $130
|
1.38K
$47.2K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4+ 0.04% |
$116 - $130
|
10.7K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3+ 0.03% |
$86.6 - $97.2
|
11.5K
$394K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.03% |
$347 - $389
|
38.9K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-28- 0.25% |
$809 - $907
|
11.2K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 18.99% |
$866 - $972
|
128
$4.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-38- 1.64% |
$1.1K - $1.23K
|
2.29K
$78.1K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.03% |
$1.13K - $1.26K
|
112K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-57- 0.32% |
$1.65K - $1.85K
|
17.6K
$603K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-83- 0.09% |
$2.4K - $2.69K
|
89.9K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-98- 12.33% |
$2.83K - $3.18K
|
697
$23.8K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.28% |
$3.61K - $4.05K
|
45.1K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-134- 0.18% |
$3.87K - $4.34K
|
76.3K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-152- 1.14% |
$4.39K - $4.92K
|
13.2K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-175- 1.51% |
$5.05K - $5.67K
|
11.4K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-177- 0.84% |
$5.11K - $5.73K
|
20.9K
$715K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-178- 0.39% |
$5.14K - $5.77K
|
45.3K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-194- 0.17% |
$5.6K - $6.29K
|
116K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-225- 0.43% |
$6.5K - $7.29K
|
51.7K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-228- 0.66% |
$6.58K - $7.39K
|
34.2K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-237- 0.49% |
$6.84K - $7.68K
|
48K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-242- 1.66% |
$6.99K - $7.84K
|
14.3K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-255- 2.17% |
$7.36K - $8.26K
|
11.5K
$393K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-265- 6.7% |
$7.65K - $8.59K
|
3.69K
$126K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-273- 1.12% |
$7.88K - $8.85K
|
24K
$820K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-288- 0.2% |
$8.32K - $9.33K
|
145K
$4.96M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-368- 30.34% |
$10.6K - $11.9K
|
845
$28.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-372- 0.45% |
$10.7K - $12.1K
|
82.6K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-382- 1.02% |
$11K - $12.4K
|
36.9K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-426- 6.06% |
$12.3K - $13.8K
|
6.6K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-431- 1.4% |
$12.4K - $14K
|
30.5K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-475- 51.35% |
$13.7K - $15.4K
|
450
$15.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-492- 0.5% |
$14.2K - $15.9K
|
98.5K
$3.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-546- 1.38% |
$15.8K - $17.7K
|
39.1K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-633- 3.54% |
$18.3K - $20.5K
|
17.3K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-659- 1.68% |
$19K - $21.4K
|
38.5K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-702- 7.02% |
$20.3K - $22.7K
|
9.29K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-718- 4.02% |
$20.7K - $23.3K
|
17.2K
$586K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-719- 0.32% |
$20.8K - $23.3K
|
224K
$7.65M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-749- 3.05% |
$21.6K - $24.3K
|
23.8K
$814K
|