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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.16K- 1.29% |
$145K - $179K
|
395K
$14.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.26K- 36.18% |
$147K - $182K
|
9.27K
$336K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-5.51K- 3.57% |
$154K - $191K
|
149K
$5.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.75K- 33.28% |
$161K - $199K
|
11.5K
$418K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-6.23K- 1.96% |
$174K - $216K
|
311K
$11.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.6K- 37.49% |
$185K - $229K
|
11K
$399K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-6.72K- 40.6% |
$188K - $233K
|
9.83K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.91K- 0.27% |
$194K - $240K
|
2.6M
$94.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-6.95K- 0.34% |
$195K - $241K
|
2.06M
$74.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-7.14K- 37.52% |
$200K - $248K
|
11.9K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-7.23K- 19.12% |
$203K - $251K
|
30.6K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-7.24K- 0.99% |
$203K - $251K
|
725K
$26.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.36K- 29.84% |
$206K - $255K
|
17.3K
$627K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.93K- 11.11% |
$222K - $275K
|
63.4K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-7.95K- 6.49% |
$223K - $276K
|
114K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.46K- 0.87% |
$237K - $294K
|
965K
$35M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8.76K- 1.51% |
$246K - $304K
|
572K
$20.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.84K- 9.33% |
$248K - $307K
|
85.9K
$3.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.29K- 20.43% |
$260K - $322K
|
36.2K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 1.31% |
$324K - $402K
|
873K
$31.6M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-11.7K- 4.27% |
$327K - $404K
|
261K
$9.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12K- 1.53% |
$338K - $418K
|
777K
$28.2M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-12.3K- 9.17% |
$344K - $426K
|
122K
$4.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.5K- 1.83% |
$350K - $434K
|
669K
$24.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 3.72% |
$362K - $448K
|
334K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.1K- 8.07% |
$366K - $453K
|
149K
$5.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.1K- 37.05% |
$366K - $454K
|
22.2K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-13.3K- 11.37% |
$373K - $462K
|
104K
$3.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.2K- 4.58% |
$398K - $493K
|
296K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-14.6K- 4.05% |
$408K - $505K
|
345K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.5K- 28.75% |
$434K - $538K
|
38.4K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-17.3K- 7.38% |
$484K - $599K
|
217K
$7.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17.4K- 36.31% |
$488K - $605K
|
30.6K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.9K- 8.56% |
$502K - $622K
|
192K
$6.94M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-20.8K- 7.49% |
$583K - $722K
|
257K
$9.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-21.1K- 2.28% |
$591K - $732K
|
903K
$32.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-22.7K- 14.28% |
$637K - $789K
|
136K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-25K- 16.13% |
$701K - $868K
|
130K
$4.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-25.6K- 2.47% |
$717K - $888K
|
1.01M
$36.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26.1K- 2.21% |
$732K - $907K
|
1.15M
$41.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-26.5K- 74.01% |
$742K - $919K
|
9.3K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-33K- 11.9% |
$925K - $1.15M
|
244K
$8.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-35.5K- 4.64% |
$994K - $1.23M
|
729K
$26.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-36.8K- 2.42% |
$1.03M - $1.28M
|
1.48M
$53.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-38.6K- 31.99% |
$1.08M - $1.34M
|
82K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-42.2K- 13.31% |
$1.18M - $1.46M
|
275K
$9.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-48.9K- 8.7% |
$1.37M - $1.7M
|
513K
$18.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-55.6K- 69.79% |
$1.56M - $1.93M
|
24.1K
$873K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-55.7K- 2.49% |
$1.56M - $1.93M
|
2.18M
$79.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-56.6K- 0.85% |
$1.59M - $1.97M
|
6.61M
$240M
|