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 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9.4K+ 4.71% |
$264K - $326K
|
209K
$7.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9.38K+ 5.7% |
$263K - $326K
|
174K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.37K+ 10.93% |
$262K - $325K
|
95K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.2KNew |
$258K - $319K
|
9.2K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
9.1K+ 26.65% |
$255K - $316K
|
43.3K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.03K+ 26.62% |
$253K - $313K
|
42.9K
$1.56M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.89K+ 21.98% |
$249K - $309K
|
49.3K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.81KNew |
$247K - $306K
|
8.81K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.73K+ 0.98% |
$245K - $303K
|
902K
$32.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.39K+ 1.59% |
$235K - $291K
|
535K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.38K+ 296.15% |
$235K - $291K
|
11.2K
$406K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.35KNew |
$234K - $290K
|
8.35K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.24KNew |
$231K - $286K
|
8.24K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
8.22K+ 9.18% |
$230K - $285K
|
97.8K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.18K+ 3.2% |
$229K - $284K
|
264K
$9.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8.14K+ 8.62% |
$228K - $283K
|
103K
$3.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.07K+ 51.68% |
$226K - $280K
|
23.7K
$858K
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
8.07K+ 1.49% |
$226K - $280K
|
551K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.05K+ 2.39% |
$226K - $279K
|
344K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.81K+ 3.49% |
$219K - $271K
|
232K
$8.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.56KNew |
$212K - $262K
|
7.56K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.53K+ 2.79% |
$211K - $261K
|
277K
$10M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.52K+ 12.15% |
$211K - $261K
|
69.4K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.46K+ 7.57% |
$209K - $259K
|
106K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.29K+ 24.91% |
$204K - $253K
|
36.6K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.24K+ 44.86% |
$203K - $251K
|
23.4K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.78K+ 1.8% |
$190K - $235K
|
383K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.71KNew |
$188K - $233K
|
6.71K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.65KNew |
$186K - $231K
|
6.65K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.55K+ 16.86% |
$184K - $227K
|
45.4K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6.53K+ 5.37% |
$183K - $226K
|
128K
$4.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.49K+ 6.93% |
$182K - $225K
|
100K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.44K+ 92.72% |
$180K - $223K
|
13.4K
$485K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.37K+ 27.15% |
$178K - $221K
|
29.8K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
6.36K+ 20.15% |
$178K - $221K
|
37.9K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$176K - $218K
|
6.29K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.26KNew |
$175K - $217K
|
6.26K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.26K+ 31.87% |
$175K - $217K
|
25.9K
$939K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.18KNew |
$173K - $214K
|
6.18K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.17KNew |
$173K - $214K
|
6.17K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.06K+ 0.97% |
$170K - $210K
|
631K
$22.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.04K+ 18.29% |
$169K - $210K
|
39.1K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.01KNew |
$168K - $209K
|
6.01K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6KNew |
$168K - $208K
|
6K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99KNew |
$168K - $208K
|
5.99K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.98KNew |
$168K - $207K
|
5.98K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.81KNew |
$163K - $202K
|
5.81K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.78K+ 6.43% |
$162K - $201K
|
95.7K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.69K+ 5.21% |
$159K - $197K
|
115K
$4.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
5.67K+ 7.3% |
$159K - $197K
|
83.4K
$3.02M
|