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 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.8K+ 17.41% |
$2.26M - $2.8M
|
545K
$19.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
80.7KNew |
$2.26M - $2.8M
|
80.7K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
77K+ 37.15% |
$2.16M - $2.67M
|
284K
$10.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
76K+ 4.58% |
$2.13M - $2.64M
|
1.74M
$63M
|
|
|
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
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
72K+ 18.12% |
$2.02M - $2.5M
|
469K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
71.9K+ 11.04% |
$2.02M - $2.5M
|
724K
$26.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
71.3K+ 34.18% |
$2M - $2.48M
|
280K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.1K+ 3.19% |
$1.99M - $2.47M
|
2.3M
$83.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
69.7K+ 5.85% |
$1.95M - $2.42M
|
1.26M
$45.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
68.8KNew |
$1.93M - $2.39M
|
68.8K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
68.3K+ 2.1% |
$1.91M - $2.37M
|
3.31M
$120M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
67.9K+ 21.76% |
$1.9M - $2.36M
|
380K
$13.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
64KNew |
$1.79M - $2.22M
|
64K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.8K+ 8.25% |
$1.79M - $2.21M
|
836K
$30.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
63.6KNew |
$1.78M - $2.21M
|
63.6K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.5K+ 10.15% |
$1.72M - $2.14M
|
667K
$24.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61.1K+ 2.42% |
$1.71M - $2.12M
|
2.59M
$93.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.7KNew |
$1.67M - $2.07M
|
59.7K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
59.6K+ 10.51% |
$1.67M - $2.07M
|
626K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
59.2K+ 3.62% |
$1.66M - $2.05M
|
1.69M
$61.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58K+ 7.64% |
$1.63M - $2.01M
|
818K
$29.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
57.3K+ 13.64% |
$1.61M - $1.99M
|
478K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
57.2K+ 62.53% |
$1.6M - $1.99M
|
149K
$5.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
56.2K+ 46.06% |
$1.58M - $1.95M
|
178K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
54.8K+ 19.43% |
$1.54M - $1.9M
|
337K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
54.6K+ 13.47% |
$1.53M - $1.9M
|
460K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
54.2K+ 80.53% |
$1.52M - $1.88M
|
121K
$4.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
53.6K+ 285.26% |
$1.5M - $1.86M
|
72.4K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.1K+ 277.28% |
$1.49M - $1.84M
|
72.2K
$2.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
52.9K+ 3.72% |
$1.48M - $1.84M
|
1.47M
$53.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
52.4K+ 3.21% |
$1.47M - $1.82M
|
1.69M
$61.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
51.9KNew |
$1.45M - $1.8M
|
51.9K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
48.9K+ 11.2% |
$1.37M - $1.7M
|
486K
$17.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
47.2K+ 133.99% |
$1.32M - $1.64M
|
82.4K
$2.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
46.5K+ 34.02% |
$1.3M - $1.61M
|
183K
$6.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
46.2K+ 13.41% |
$1.3M - $1.6M
|
391K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44.9K+ 18.88% |
$1.26M - $1.56M
|
283K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
44.9K+ 5.67% |
$1.26M - $1.56M
|
837K
$30.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.1K+ 5.35% |
$1.24M - $1.53M
|
869K
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.3K+ 30.26% |
$1.21M - $1.5M
|
186K
$6.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
43.2KNew |
$1.21M - $1.5M
|
43.2K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 613.02% |
$1.17M - $1.44M
|
48.4K
$1.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
41.3K+ 14.96% |
$1.16M - $1.43M
|
317K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
40.8K+ 10.56% |
$1.14M - $1.42M
|
427K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
39.2K+ 3.36% |
$1.1M - $1.36M
|
1.2M
$43.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
39.1K+ 87.42% |
$1.09M - $1.36M
|
83.8K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38.5K+ 14.06% |
$1.08M - $1.34M
|
312K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
38.4K+ 15.81% |
$1.08M - $1.33M
|
281K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
38.2K+ 46.03% |
$1.07M - $1.33M
|
121K
$4.39M
|