Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.8MNew |
$50.4M - $62.5M
|
1.8M
$63.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
493K+ 26.75% |
$13.8M - $17.1M
|
2.34M
$82.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
367KNew |
$10.3M - $12.7M
|
367K
$12.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
198K+ 33.08% |
$5.56M - $6.89M
|
798K
$28.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
173KNew |
$4.85M - $6.01M
|
173K
$6.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
156K+ 140.81% |
$4.37M - $5.41M
|
266K
$9.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
148K+ 9.43% |
$4.13M - $5.12M
|
1.71M
$60.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
119KNew |
$3.33M - $4.13M
|
119K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
115K+ 1031.81% |
$3.24M - $4.01M
|
127K
$4.46M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
101K+ 132.78% |
$2.84M - $3.52M
|
178K
$6.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
101K+ 20.37% |
$2.84M - $3.51M
|
598K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
95.2K+ 206.73% |
$2.67M - $3.3M
|
141K
$4.97M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
92.1KNew |
$2.58M - $3.2M
|
92.1K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
88.6K+ 7.93% |
$2.48M - $3.08M
|
1.21M
$42.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
75.3K+ 33.02% |
$2.11M - $2.61M
|
303K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
72K+ 18.12% |
$2.02M - $2.5M
|
469K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
71.3K+ 34.18% |
$2M - $2.48M
|
280K
$9.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.8K+ 8.25% |
$1.79M - $2.21M
|
836K
$29.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
59.6K+ 10.51% |
$1.67M - $2.07M
|
626K
$22M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58K+ 7.64% |
$1.63M - $2.01M
|
818K
$28.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
57.3K+ 13.64% |
$1.61M - $1.99M
|
478K
$16.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
56.2K+ 46.06% |
$1.58M - $1.95M
|
178K
$6.27M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
54.2K+ 80.53% |
$1.52M - $1.88M
|
121K
$4.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.1K+ 277.28% |
$1.49M - $1.84M
|
72.2K
$2.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
52.9K+ 3.72% |
$1.48M - $1.84M
|
1.47M
$51.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.1K+ 5.35% |
$1.24M - $1.53M
|
869K
$30.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
43.2KNew |
$1.21M - $1.5M
|
43.2K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38.5K+ 14.06% |
$1.08M - $1.34M
|
312K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
38.4K+ 15.81% |
$1.08M - $1.33M
|
281K
$9.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36.6K+ 3.31% |
$1.03M - $1.27M
|
1.14M
$40.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
35K+ 20.97% |
$980K - $1.21M
|
202K
$7.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
33.8K+ 5.42% |
$948K - $1.17M
|
658K
$23.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
31.7K+ 8.04% |
$888K - $1.1M
|
426K
$15M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.3K+ 23.32% |
$849K - $1.05M
|
160K
$5.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28.6K+ 54.73% |
$803K - $994K
|
81K
$2.85M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.2K+ 14.17% |
$791K - $980K
|
227K
$8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
27.9K+ 182.41% |
$782K - $968K
|
43.2K
$1.52M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27.2K+ 4.41% |
$762K - $944K
|
643K
$22.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24.6K+ 24.42% |
$689K - $854K
|
125K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24.6K+ 2.42% |
$689K - $854K
|
1.04M
$36.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22.9K+ 12.17% |
$642K - $796K
|
211K
$7.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22.2K+ 5.85% |
$622K - $771K
|
402K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 50.42% |
$592K - $733K
|
63K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.8K+ 3.52% |
$584K - $723K
|
612K
$21.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
20.3K+ 2.98% |
$568K - $703K
|
701K
$24.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.8K+ 8.67% |
$498K - $617K
|
223K
$7.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
17.7K+ 12.97% |
$497K - $615K
|
154K
$5.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.7K+ 14.39% |
$496K - $614K
|
141K
$4.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
17.2KNew |
$483K - $598K
|
17.2K
$607K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16.3KNew |
$456K - $565K
|
16.3K
$572K
|