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 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.79K+ 3.59% |
$78.2K - $96.9K
|
80.6K
$2.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.73K+ 9.2% |
$76.6K - $94.8K
|
32.4K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.47K+ 0.15% |
$69.2K - $85.7K
|
1.64M
$59.3M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.39K+ 6.89% |
$66.8K - $82.8K
|
37K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.3K+ 1.66% |
$64.4K - $79.8K
|
141K
$5.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.26K+ 3.84% |
$63.2K - $78.3K
|
61K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.19K+ 23.89% |
$61.5K - $76.2K
|
11.4K
$412K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.07K+ 14.44% |
$58K - $71.8K
|
16.4K
$595K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.03K+ 4.46% |
$56.9K - $70.4K
|
47.5K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.98K+ 16.52% |
$55.5K - $68.7K
|
14K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.91K+ 3.23% |
$53.4K - $66.2K
|
60.8K
$2.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.87K+ 5.55% |
$52.3K - $64.8K
|
35.5K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.83K+ 2.63% |
$51.2K - $63.4K
|
71.3K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.8K+ 131.99% |
$50.5K - $62.6K
|
3.17K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.67K+ 12.35% |
$46.8K - $58K
|
15.2K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.64K+ 949.13% |
$46K - $57K
|
1.82K
$65.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.63K+ 14.3% |
$45.8K - $56.7K
|
13.1K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 2.27% |
$44.7K - $55.4K
|
71.9K
$2.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.58K+ 0.18% |
$44.3K - $54.8K
|
875K
$31.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.58K+ 12.9% |
$44.3K - $54.8K
|
13.8K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55K+ 57.56% |
$43.5K - $53.9K
|
4.25K
$154K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49K+ 1.6% |
$41.7K - $51.6K
|
94.6K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.48K+ 0.55% |
$41.4K - $51.3K
|
270K
$9.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.44K+ 9.23% |
$40.4K - $50.1K
|
17.1K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.37K+ 1.19% |
$38.5K - $47.7K
|
116K
$4.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.34KNew |
$37.5K - $46.5K
|
1.34K
$48.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$37.5K - $46.4K
|
1.34K
$48.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.31K+ 15.1% |
$36.8K - $45.6K
|
10K
$363K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.3K+ 2.52% |
$36.5K - $45.2K
|
53K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.2K+ 4.73% |
$33.7K - $41.8K
|
26.6K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 3.3% |
$33.5K - $41.5K
|
37.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.18K+ 1.38% |
$33.1K - $41K
|
86.8K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.18K+ 6.21% |
$33.1K - $41K
|
20.2K
$732K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.12K+ 13.19% |
$31.4K - $38.9K
|
9.63K
$349K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 4.27% |
$28.6K - $35.5K
|
24.9K
$904K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
974+ 14.64% |
$27.3K - $33.8K
|
7.63K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
940+ 6.08% |
$26.3K - $32.6K
|
16.4K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
926+ 3.37% |
$25.9K - $32.1K
|
28.4K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
918+ 8.56% |
$25.7K - $31.9K
|
11.6K
$422K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
850+ 0.37% |
$23.8K - $29.5K
|
229K
$8.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
833New |
$23.3K - $28.9K
|
833
$30.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
833New |
$23.3K - $28.9K
|
833
$30.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
767+ 1.97% |
$21.5K - $26.6K
|
39.7K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
699+ 1.42% |
$19.6K - $24.3K
|
49.8K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
666+ 2.54% |
$18.7K - $23.1K
|
26.9K
$974K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
658+ 3.08% |
$18.4K - $22.8K
|
22.1K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
655+ 3.92% |
$18.4K - $22.7K
|
17.4K
$629K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
642+ 6.87% |
$18K - $22.3K
|
9.99K
$362K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
637+ 3.45% |
$17.8K - $22.1K
|
19.1K
$692K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
620+ 0.71% |
$17.4K - $21.5K
|
87.9K
$3.19M
|