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 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-37- 0.3% |
$1.04K - $1.28K
|
12.3K
$447K
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-51- 0.48% |
$1.43K - $1.77K
|
10.7K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-52- 0.09% |
$1.46K - $1.8K
|
58.6K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-58- 0.25% |
$1.63K - $2.01K
|
23.3K
$844K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-61- 11.55% |
$1.71K - $2.12K
|
467
$16.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-89- 0.06% |
$2.49K - $3.09K
|
153K
$5.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-99- 0.56% |
$2.77K - $3.44K
|
17.5K
$636K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-100- 0.4% |
$2.8K - $3.47K
|
24.7K
$894K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-101- 0.04% |
$2.83K - $3.51K
|
255K
$9.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-111- 0.36% |
$3.11K - $3.85K
|
30.3K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-111- 0.24% |
$3.11K - $3.85K
|
45.2K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-128- 0.73% |
$3.59K - $4.44K
|
17.4K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-177- 1.17% |
$4.96K - $6.14K
|
15K
$543K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-182- 0.87% |
$5.1K - $6.32K
|
20.8K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-188- 0.25% |
$5.27K - $6.53K
|
73.7K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-198- 0.74% |
$5.55K - $6.87K
|
26.6K
$964K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-216- 1.62% |
$6.05K - $7.5K
|
13.1K
$476K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-226- 2.71% |
$6.33K - $7.84K
|
8.11K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-229- 0.15% |
$6.42K - $7.95K
|
153K
$5.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-230- 1.15% |
$6.44K - $7.98K
|
19.8K
$719K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-232- 2.71% |
$6.5K - $8.05K
|
8.32K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-313- 12.0% |
$8.77K - $10.9K
|
2.3K
$83.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-318- 0.38% |
$8.91K - $11K
|
82.3K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-346- 2.42% |
$9.69K - $12K
|
14K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-347- 0.3% |
$9.72K - $12K
|
116K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-409- 0.73% |
$11.5K - $14.2K
|
55.4K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-415- 3.14% |
$11.6K - $14.4K
|
12.8K
$464K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-421- 1.18% |
$11.8K - $14.6K
|
35.3K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-437- 2.65% |
$12.2K - $15.2K
|
16.1K
$583K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-458- 0.28% |
$12.8K - $15.9K
|
166K
$6.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-470- 1.3% |
$13.2K - $16.3K
|
35.7K
$1.29M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-480- 2.32% |
$13.4K - $16.7K
|
20.2K
$733K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-515- 2.29% |
$14.4K - $17.9K
|
22K
$798K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-535- 1.45% |
$15K - $18.6K
|
36.4K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-561- 4.88% |
$15.7K - $19.5K
|
10.9K
$396K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-563- 1.73% |
$15.8K - $19.5K
|
32K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-570- 77.03% |
$16K - $19.8K
|
170
$6.16K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-626- 4.44% |
$17.5K - $21.7K
|
13.5K
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-627- 0.82% |
$17.6K - $21.8K
|
75.6K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-635- 2.67% |
$17.8K - $22K
|
23.2K
$840K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-661- 1.79% |
$18.5K - $22.9K
|
36.2K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-708- 1.33% |
$19.8K - $24.6K
|
52.5K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-709- 3.31% |
$19.9K - $24.6K
|
20.7K
$750K
|
|
|
Sep 25, 2025
Q2 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-775- 8.41% |
$21.7K - $26.9K
|
8.44K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-787- 1.85% |
$22.1K - $27.3K
|
41.7K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-908- 26.93% |
$25.4K - $31.5K
|
2.46K
$89.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-927- 0.81% |
$26K - $32.2K
|
113K
$4.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-933- 0.68% |
$26.1K - $32.4K
|
136K
$4.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-966- 5.63% |
$27.1K - $33.5K
|
16.2K
$587K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-968- 3.18% |
$27.1K - $33.6K
|
29.5K
$1.07M
|