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 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.58K+ 3.9% |
$156K - $194K
|
149K
$5.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.55K+ 3.17% |
$155K - $193K
|
181K
$6.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.51K+ 2.41% |
$154K - $191K
|
234K
$8.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.5KNew |
$154K - $191K
|
5.5K
$199K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.48K+ 9.05% |
$154K - $190K
|
66.1K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.42K+ 16.18% |
$152K - $188K
|
38.9K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
5.32K+ 20.67% |
$149K - $185K
|
31K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5.31K+ 105.65% |
$149K - $184K
|
10.3K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.3K+ 67.79% |
$149K - $184K
|
13.1K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.29K+ 1.37% |
$148K - $184K
|
392K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.29K+ 1.37% |
$148K - $184K
|
392K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.27K+ 2.65% |
$148K - $183K
|
204K
$7.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.21K+ 6.13% |
$146K - $181K
|
90.2K
$3.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.01K+ 6.87% |
$140K - $174K
|
77.9K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.94K+ 3.2% |
$138K - $172K
|
159K
$5.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.94K+ 1.4% |
$138K - $171K
|
357K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.74K+ 543.81% |
$133K - $165K
|
5.61K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.69K+ 41.55% |
$131K - $163K
|
16K
$579K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.6K+ 18.14% |
$129K - $160K
|
30K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.6K+ 1022.22% |
$129K - $160K
|
5.05K
$183K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.46K+ 10.41% |
$125K - $155K
|
47.3K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.45K+ 1.6% |
$125K - $155K
|
283K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.44K+ 3.27% |
$124K - $154K
|
140K
$5.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.42K+ 1.06% |
$124K - $153K
|
422K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.39K+ 3.02% |
$123K - $153K
|
150K
$5.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.35K+ 67.07% |
$122K - $151K
|
10.8K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.28K+ 0.75% |
$120K - $148K
|
577K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.16K+ 15.73% |
$116K - $144K
|
30.6K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$116K - $144K
|
4.16K
$151K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.11K+ 8.35% |
$115K - $143K
|
53.4K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.04K+ 2.26% |
$113K - $140K
|
183K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.04K+ 125.54% |
$113K - $140K
|
7.25K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.98K+ 13.54% |
$112K - $138K
|
33.4K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.91KNew |
$110K - $136K
|
3.91K
$142K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.91K+ 462.25% |
$109K - $136K
|
4.75K
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.87K+ 24.24% |
$109K - $134K
|
19.9K
$720K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.75K+ 17.11% |
$105K - $130K
|
25.6K
$929K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.66K+ 3.37% |
$103K - $127K
|
112K
$4.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
3.66K+ 15.23% |
$102K - $127K
|
27.7K
$1M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.5K+ 1.38% |
$98.1K - $121K
|
257K
$9.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.49K+ 11.1% |
$97.6K - $121K
|
34.9K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
3.43K+ 18.26% |
$96.1K - $119K
|
22.2K
$806K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.27K+ 1.71% |
$91.6K - $114K
|
194K
$7.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.1K+ 28.91% |
$86.9K - $108K
|
13.8K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.08K+ 1.63% |
$86.4K - $107K
|
192K
$6.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.93K+ 0.82% |
$82.1K - $102K
|
362K
$13.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.91K+ 15.28% |
$81.4K - $101K
|
21.9K
$795K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.88K+ 31.2% |
$80.7K - $100K
|
12.1K
$439K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.82K+ 2.51% |
$79K - $97.8K
|
115K
$4.17M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.82K+ 0.73% |
$78.9K - $97.7K
|
391K
$14.2M
|