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 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
17.2KNew |
$483K - $598K
|
17.2K
$625K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
17.2K+ 37.27% |
$482K - $597K
|
63.3K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16.3KNew |
$456K - $565K
|
16.3K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.1K+ 158.93% |
$452K - $560K
|
26.3K
$953K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
16.1K+ 63.36% |
$450K - $558K
|
41.4K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15.6K+ 0.73% |
$436K - $540K
|
2.15M
$78M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
15.3K+ 71.43% |
$428K - $530K
|
36.6K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$424K - $525K
|
15.1K
$548K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.8K+ 10.66% |
$415K - $514K
|
154K
$5.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.7K+ 208.56% |
$411K - $509K
|
21.7K
$787K
|
|
|
Aug 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
14.3K+ 9.03% |
$400K - $495K
|
172K
$6.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
14.1K+ 11.1% |
$396K - $491K
|
142K
$5.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.1K+ 5.36% |
$395K - $489K
|
277K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14K+ 1.05% |
$391K - $484K
|
1.35M
$48.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
13.7K+ 1.91% |
$383K - $474K
|
729K
$26.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13.6K+ 4.19% |
$382K - $473K
|
339K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
13.6K+ 2.97% |
$381K - $471K
|
471K
$17.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.2K+ 41.92% |
$370K - $458K
|
44.7K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
13.2KNew |
$369K - $457K
|
13.2K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
13.1K+ 11.6% |
$368K - $455K
|
126K
$4.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
12.9K+ 2.81% |
$361K - $448K
|
471K
$17.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.8K+ 2.4% |
$358K - $444K
|
545K
$19.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
12.8K+ 18.79% |
$357K - $443K
|
80.6K
$2.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$354K - $439K
|
12.6K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 24.22% |
$352K - $436K
|
64.4K
$2.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12.5K+ 6.3% |
$351K - $435K
|
211K
$7.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.4K+ 53.33% |
$348K - $432K
|
35.8K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
12.3K+ 3.2% |
$345K - $427K
|
396K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 11.62% |
$342K - $423K
|
117K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.9K+ 110.9% |
$333K - $412K
|
22.6K
$819K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.8K+ 12.23% |
$330K - $409K
|
108K
$3.92M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.6KNew |
$325K - $403K
|
11.6K
$421K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
11.6K+ 2.25% |
$324K - $401K
|
526K
$19.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11.5K+ 19.53% |
$322K - $399K
|
70.4K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
11.5KNew |
$322K - $399K
|
11.5K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.4K+ 14.4% |
$321K - $397K
|
90.9K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$317K - $393K
|
11.3K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11.2K+ 17.55% |
$314K - $390K
|
75.2K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11K+ 6.64% |
$309K - $383K
|
177K
$6.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.8K+ 74.51% |
$303K - $376K
|
25.4K
$920K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$301K - $373K
|
10.7K
$389K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
10.7K+ 15.14% |
$299K - $371K
|
81.3K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10.4K+ 4.04% |
$292K - $362K
|
268K
$9.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.1K+ 7.09% |
$284K - $352K
|
153K
$5.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
9.98K+ 22.15% |
$280K - $346K
|
55.1K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9.98K+ 3.43% |
$279K - $346K
|
301K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
9.94KNew |
$279K - $345K
|
9.94K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.68K+ 46.29% |
$271K - $336K
|
30.6K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.68K+ 45.98% |
$271K - $336K
|
30.7K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.42KNew |
$264K - $327K
|
9.42K
$342K
|