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 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
37.3K+ 8.21% |
$1.04M - $1.29M
|
491K
$17.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36.6K+ 3.31% |
$1.03M - $1.27M
|
1.14M
$41.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
36.3KNew |
$1.02M - $1.26M
|
36.3K
$1.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
35.8K+ 6.23% |
$1M - $1.24M
|
611K
$22.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
35K+ 20.97% |
$980K - $1.21M
|
202K
$7.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
34.9KNew |
$977K - $1.21M
|
34.9K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
34.8K+ 3.43% |
$975K - $1.21M
|
1.05M
$38M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
33.8K+ 5.42% |
$948K - $1.17M
|
658K
$23.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
33.2K+ 124.06% |
$930K - $1.15M
|
60K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
33K+ 5.19% |
$925K - $1.15M
|
669K
$24.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.9K+ 5.91% |
$922K - $1.14M
|
590K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.2K+ 22.15% |
$901K - $1.12M
|
177K
$6.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
31.7K+ 8.04% |
$888K - $1.1M
|
426K
$15.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
30.9K+ 78.96% |
$865K - $1.07M
|
70K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
30.7KNew |
$861K - $1.07M
|
30.7K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
30.7K+ 3.4% |
$859K - $1.06M
|
931K
$33.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.3K+ 23.32% |
$849K - $1.05M
|
160K
$5.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
29.9K+ 4.17% |
$837K - $1.04M
|
747K
$27.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29K+ 15.54% |
$812K - $1.01M
|
215K
$7.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
28.7K+ 2.37% |
$803K - $995K
|
1.24M
$44.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28.6K+ 54.73% |
$803K - $994K
|
81K
$2.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.2K+ 14.17% |
$791K - $980K
|
227K
$8.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
28.2K+ 4.8% |
$789K - $978K
|
615K
$22.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
27.9K+ 182.41% |
$782K - $968K
|
43.2K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
27.5K+ 1.99% |
$770K - $953K
|
1.4M
$50.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27.2K+ 4.41% |
$762K - $944K
|
643K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
27.1K+ 37.43% |
$760K - $941K
|
99.6K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26.8K+ 50.01% |
$751K - $930K
|
80.4K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
25.1K+ 282.38% |
$703K - $870K
|
34K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24.6K+ 24.42% |
$689K - $854K
|
125K
$4.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24.6K+ 2.42% |
$689K - $854K
|
1.04M
$37.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23.7K+ 6.61% |
$664K - $822K
|
382K
$13.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
23.5K+ 7.07% |
$658K - $815K
|
356K
$12.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.9K+ 4.53% |
$643K - $796K
|
530K
$19.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22.9K+ 12.17% |
$642K - $796K
|
211K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22.2K+ 5.85% |
$622K - $771K
|
402K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$619K - $767K
|
22.1K
$801K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
22K+ 12.03% |
$617K - $764K
|
205K
$7.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.2KNew |
$594K - $736K
|
21.2K
$768K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 50.42% |
$592K - $733K
|
63K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.8K+ 3.52% |
$584K - $723K
|
612K
$22.2M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 14.34% |
$569K - $705K
|
162K
$5.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
20.3K+ 2.98% |
$568K - $703K
|
701K
$25.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
20.2K+ 6.41% |
$566K - $701K
|
335K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18.8K+ 4.25% |
$526K - $652K
|
461K
$16.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18.6K+ 469.81% |
$521K - $645K
|
22.5K
$817K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
18.2K+ 118.42% |
$510K - $632K
|
33.6K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.8K+ 8.67% |
$498K - $617K
|
223K
$8.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
17.7K+ 12.97% |
$497K - $615K
|
154K
$5.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.7K+ 14.39% |
$496K - $614K
|
141K
$5.1M
|