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 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
619+ 3.59% |
$17.3K - $21.5K
|
17.9K
$648K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
566+ 1.11% |
$15.9K - $19.6K
|
51.4K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
532+ 3.31% |
$14.9K - $18.5K
|
16.6K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
527+ 7.34% |
$14.8K - $18.3K
|
7.71K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
522+ 3.51% |
$14.6K - $18.1K
|
15.4K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
520+ 8.01% |
$14.6K - $18K
|
7.01K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
511+ 7.76% |
$14.3K - $17.7K
|
7.1K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
484+ 7.33% |
$13.6K - $16.8K
|
7.09K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
467+ 1.29% |
$13.1K - $16.2K
|
36.6K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
430New |
$12K - $14.9K
|
430
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
393New |
$11K - $13.6K
|
393
$14.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
361+ 2.64% |
$10.1K - $12.5K
|
14K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
325+ 9.77% |
$9.11K - $11.3K
|
3.65K
$132K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
307+ 2.74% |
$8.6K - $10.7K
|
11.5K
$417K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 7.53% |
$7.79K - $9.65K
|
3.97K
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
218+ 1.04% |
$6.11K - $7.57K
|
21.1K
$766K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
198+ 1.31% |
$5.55K - $6.87K
|
15.4K
$557K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
194+ 0.31% |
$5.44K - $6.73K
|
62.9K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
176+ 2.6% |
$4.93K - $6.11K
|
6.94K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
174+ 1.29% |
$4.88K - $6.04K
|
13.6K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
172+ 1.97% |
$4.82K - $5.97K
|
8.9K
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
144+ 0.0% |
$4.03K - $5K
|
2.91M
$105M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
144New |
$4.03K - $5K
|
144
$5.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
106+ 1.3% |
$2.97K - $3.68K
|
8.23K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
100+ 0.62% |
$2.8K - $3.47K
|
16.2K
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99+ 1.24% |
$2.77K - $3.44K
|
8.07K
$292K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
78+ 0.96% |
$2.19K - $2.71K
|
8.17K
$296K
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
BUY
|
- |
77+ 0.83% |
$2.16K - $2.67K
|
9.37K
$340K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
66+ 1.91% |
$1.85K - $2.29K
|
3.52K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
65+ 0.26% |
$1.82K - $2.26K
|
25.1K
$908K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
52+ 1.18% |
$1.46K - $1.8K
|
4.47K
$162K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
49+ 0.15% |
$1.37K - $1.7K
|
33.3K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
37+ 0.53% |
$1.04K - $1.28K
|
7.03K
$255K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
37+ 0.08% |
$1.04K - $1.28K
|
48K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
28+ 0.41% |
$785 - $972
|
6.85K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20+ 0.88% |
$560 - $694
|
2.31K
$83.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.28% |
$532 - $659
|
1.51K
$54.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.05% |
$364 - $451
|
25.8K
$937K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.05% |
$252 - $312
|
19.8K
$717K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$140 - $174
|
11.1K
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.29% |
$56 - $69.4
|
699
$25.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.22% |
$28 - $34.7
|
46
$1.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$28 - $34.7
|
129
$4.68K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$28 - $34.7
|
3.52M
$128M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-6- 0.23% |
$168 - $208
|
2.62K
$95K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.32% |
$252 - $312
|
2.84K
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-24- 0.01% |
$672 - $833
|
383K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-26- 0.25% |
$729 - $902
|
10.2K
$372K
|