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 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-975- 2.37% |
$27.3K - $33.8K
|
40.1K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.1K- 4.85% |
$30.8K - $38.2K
|
21.6K
$782K
|
|
|
Aug 06, 2025
Q2 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-1.23K- 0.23% |
$34.3K - $42.5K
|
520K
$18.9M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-1.33K- 3.1% |
$37.3K - $46.2K
|
41.7K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.34K- 0.99% |
$37.4K - $46.4K
|
133K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.34K- 12.19% |
$37.6K - $46.6K
|
9.67K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 5.75% |
$38.7K - $47.9K
|
22.6K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.41K- 3.68% |
$39.6K - $49.1K
|
37.1K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.46K- 5.31% |
$40.9K - $50.6K
|
26K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.64K- 1.11% |
$46K - $57K
|
147K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.65K- 34.46% |
$46.1K - $57.1K
|
3.13K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 11.85% |
$47.4K - $58.8K
|
12.6K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.71K- 1.01% |
$48K - $59.4K
|
168K
$6.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.88K- 2.79% |
$52.8K - $65.4K
|
65.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.92K- 2.33% |
$53.8K - $66.6K
|
80.6K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2K- 2.91% |
$56K - $69.4K
|
66.5K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.05K- 1.15% |
$57.4K - $71.1K
|
177K
$6.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 4.3% |
$60.6K - $75K
|
48.1K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.37K- 0.4% |
$66.3K - $82.1K
|
582K
$21.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.47K- 1.47% |
$69.2K - $85.7K
|
165K
$5.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-2.49K- 49.66% |
$69.8K - $86.5K
|
2.53K
$91.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-2.56K- 3.54% |
$71.6K - $88.7K
|
69.7K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 1.13% |
$72.4K - $89.7K
|
226K
$8.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.7K- 0.39% |
$75.6K - $93.6K
|
692K
$25.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.74K- 2.55% |
$76.8K - $95.1K
|
105K
$3.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.93K- 1.58% |
$82K - $102K
|
183K
$6.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.95K- 0.39% |
$82.5K - $102K
|
745K
$27M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.99K- 1.11% |
$83.8K - $104K
|
266K
$9.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.03K- 98.31% |
$85K - $105K
|
52
$1.89K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-3.42K- 0.9% |
$95.7K - $119K
|
378K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.51K- 3.64% |
$98.2K - $122K
|
92.8K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.55K- 8.46% |
$99.4K - $123K
|
38.4K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-3.56K- 4.67% |
$99.7K - $124K
|
72.7K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.65K- 3.15% |
$102K - $127K
|
112K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-3.65K- 5.77% |
$102K - $127K
|
59.6K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-3.9K- 17.12% |
$109K - $135K
|
18.9K
$685K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4K- 1.77% |
$112K - $139K
|
222K
$8.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.13K- 4.35% |
$116K - $143K
|
90.9K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.15K- 8.98% |
$116K - $144K
|
42.1K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.22K- 2.14% |
$118K - $147K
|
193K
$7.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.25K- 92.17% |
$119K - $147K
|
361
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-4.26K- 36.96% |
$119K - $148K
|
7.27K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4.49K- 35.12% |
$126K - $156K
|
8.3K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-4.53K- 1.13% |
$127K - $157K
|
395K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-4.55K- 15.08% |
$127K - $158K
|
25.6K
$929K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.66K- 7.15% |
$131K - $162K
|
60.5K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-5K- 36.87% |
$140K - $173K
|
8.55K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.08K- 2.27% |
$142K - $176K
|
219K
$7.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-5.12K- 4.43% |
$143K - $178K
|
110K
$4M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.15K- 2.95% |
$144K - $179K
|
170K
$6.15M
|