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 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-57.4K- 7.98% |
$1.61M - $1.99M
|
662K
$24M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-59.3K- 28.91% |
$1.66M - $2.06M
|
146K
$5.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-67.6K- 21.18% |
$1.89M - $2.35M
|
252K
$9.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-73.8K- 13.14% |
$2.07M - $2.56M
|
488K
$17.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-73.8K- 60.47% |
$2.07M - $2.56M
|
48.3K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-75K- 22.37% |
$2.1M - $2.6M
|
260K
$9.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-86.9K- 2.38% |
$2.43M - $3.02M
|
3.57M
$129M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-94.6K- 97.88% |
$2.65M - $3.28M
|
2.05K
$74.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-96.5K- 6.38% |
$2.7M - $3.35M
|
1.42M
$51.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-98.3K- 28.98% |
$2.75M - $3.41M
|
241K
$8.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-103K- 18.17% |
$2.89M - $3.57M
|
464K
$16.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-111K- 9.71% |
$3.12M - $3.86M
|
1.03M
$37.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-136K- 94.63% |
$3.81M - $4.72M
|
7.71K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-147K- 10.89% |
$4.11M - $5.09M
|
1.2M
$43.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-289K- 7.6% |
$8.11M - $10M
|
3.52M
$128M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-357K- 29.25% |
$10M - $12.4M
|
865K
$31.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-391K- 43.93% |
$10.9M - $13.6M
|
499K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-394K- 50.44% |
$11.1M - $13.7M
|
388K
$14.1M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-412K- 26.66% |
$11.5M - $14.3M
|
1.13M
$41.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-499K- 15.09% |
$14M - $17.3M
|
2.8M
$102M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.64M- 14.09% |
$74M - $91.7M
|
16.1M
$584M
|