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
|
Clear Investment Research, LLC
|
SELL
|
- |
-754- 6.84% |
$21.8K - $24.4K
|
10.3K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-785- 0.15% |
$22.7K - $25.4K
|
522K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-823- 7.12% |
$23.8K - $26.7K
|
10.7K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-830- 0.58% |
$24K - $26.9K
|
143K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-851- 1.5% |
$24.6K - $27.6K
|
55.8K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-895- 10.66% |
$25.8K - $29K
|
7.5K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-909- 2.09% |
$26.3K - $29.5K
|
42.5K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.03K- 4.25% |
$29.7K - $33.4K
|
23.2K
$793K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.06K- 0.41% |
$30.7K - $34.4K
|
256K
$8.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.07K- 0.15% |
$31K - $34.7K
|
717K
$24.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.14K- 7.56% |
$32.9K - $36.9K
|
13.9K
$476K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.16K- 6.22% |
$33.5K - $37.6K
|
17.5K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.17K- 2.38% |
$33.9K - $38K
|
48K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.2K- 2.21% |
$34.7K - $39K
|
53.2K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.3K- 4.2% |
$37.6K - $42.2K
|
29.7K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.3K- 7.3% |
$37.6K - $42.2K
|
16.5K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.31K- 0.47% |
$37.7K - $42.3K
|
276K
$9.43M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.31K- 24.92% |
$37.9K - $42.5K
|
3.96K
$135K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 0.88% |
$38K - $42.6K
|
149K
$5.08M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.36K- 0.15% |
$39.1K - $43.9K
|
894K
$30.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1.42K- 3.88% |
$40.9K - $45.9K
|
35.1K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.43K- 3.35% |
$41.2K - $46.2K
|
41.1K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-1.46K- 2.27% |
$42K - $47.1K
|
62.7K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.56K- 2.1% |
$45.2K - $50.7K
|
72.9K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 2.22% |
$46.1K - $51.7K
|
70.3K
$2.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.87K- 4.27% |
$53.9K - $60.5K
|
41.9K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.93K- 1.24% |
$55.9K - $62.7K
|
154K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.96K- 1.26% |
$56.6K - $63.5K
|
153K
$5.23M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.13K- 5.77% |
$61.5K - $69K
|
34.8K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.27K- 19.07% |
$65.6K - $73.6K
|
9.64K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-2.37K- 47.44% |
$68.4K - $76.8K
|
2.63K
$89.7K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.41K- 2.34% |
$69.6K - $78.1K
|
101K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.44K- 23.76% |
$70.4K - $79K
|
7.82K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.46K- 3.13% |
$71.1K - $79.7K
|
76.2K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.52K- 11.68% |
$72.7K - $81.6K
|
19K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.59K- 16.38% |
$74.7K - $83.9K
|
13.2K
$451K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-2.59K- 16.27% |
$74.9K - $84K
|
13.4K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.98K- 4.58% |
$86.1K - $96.6K
|
62.1K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.01K- 4.21% |
$86.9K - $97.5K
|
68.5K
$2.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 3.11% |
$87.4K - $98K
|
94.4K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.07K- 26.92% |
$88.7K - $99.5K
|
8.34K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.28K- 1.54% |
$94.8K - $106K
|
210K
$7.19M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.49K- 7.14% |
$101K - $113K
|
45.4K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.56K- 15.94% |
$103K - $115K
|
18.8K
$642K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.58K- 10.52% |
$103K - $116K
|
30.5K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.6K- 6.33% |
$104K - $117K
|
53.2K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 15.84% |
$104K - $117K
|
19.2K
$654K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.73K- 34.21% |
$108K - $121K
|
7.18K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.79K- 0.29% |
$109K - $123K
|
1.32M
$45M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4.36K- 1.9% |
$126K - $141K
|
226K
$7.71M
|