Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.53MNew |
$86.1M - $92.4M
|
2.53M
$91.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.73MNew |
$58.8M - $63.2M
|
1.73M
$62.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
975K+ 34.77% |
$33.2M - $35.6M
|
3.78M
$137M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
786KNew |
$26.7M - $28.7M
|
786K
$28.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
704K+ 7.61% |
$24M - $25.7M
|
9.95M
$361M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
224K+ 55.94% |
$7.64M - $8.2M
|
625K
$22.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
223K+ 58.38% |
$7.59M - $8.15M
|
605K
$21.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
182K+ 10.66% |
$6.21M - $6.67M
|
1.89M
$68.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
153K+ 45.69% |
$5.21M - $5.6M
|
488K
$17.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144K+ 228.16% |
$4.89M - $5.25M
|
207K
$7.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
144K+ 13.87% |
$4.89M - $5.25M
|
1.18M
$42.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
117K+ 105.41% |
$3.97M - $4.26M
|
227K
$8.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
115K+ 10.06% |
$3.91M - $4.2M
|
1.26M
$45.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
112K+ 8.92% |
$3.83M - $4.11M
|
1.37M
$49.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
103K+ 45.86% |
$3.49M - $3.75M
|
326K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
95.3KNew |
$3.24M - $3.48M
|
95.3K
$3.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.9K+ 11.35% |
$3.23M - $3.47M
|
931K
$33.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
94.6K+ 6.41% |
$3.22M - $3.46M
|
1.57M
$56.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
87.3K+ 11.41% |
$2.97M - $3.19M
|
852K
$30.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
81.9K+ 1.24% |
$2.79M - $2.99M
|
6.7M
$243M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
75.5K+ 2.6% |
$2.57M - $2.76M
|
2.98M
$108M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
75.5K+ 50.72% |
$2.57M - $2.76M
|
224K
$8.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
72.6K+ 13.34% |
$2.47M - $2.66M
|
617K
$22.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
71.2K+ 4.2% |
$2.43M - $2.6M
|
1.77M
$64M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.4K+ 4.3% |
$2.29M - $2.46M
|
1.63M
$59.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
59.9K+ 3.66% |
$2.04M - $2.19M
|
1.7M
$61.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
59.3K+ 20.97% |
$2.02M - $2.17M
|
342K
$12.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
54.3K+ 4.38% |
$1.85M - $1.99M
|
1.29M
$46.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
52.6K+ 7.6% |
$1.79M - $1.92M
|
745K
$27M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
49.9K+ 4.16% |
$1.7M - $1.83M
|
1.25M
$45.3M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
49K+ 21.15% |
$1.67M - $1.79M
|
281K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.2K+ 33.4% |
$1.61M - $1.72M
|
188K
$6.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
45.8K+ 7.76% |
$1.56M - $1.67M
|
635K
$23M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
45.2K+ 8.6% |
$1.54M - $1.65M
|
571K
$20.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
44.3K+ 6.08% |
$1.51M - $1.62M
|
774K
$28M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
44.1K+ 10.34% |
$1.5M - $1.61M
|
470K
$17M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
43.9KNew |
$1.49M - $1.6M
|
43.9K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
41K+ 6.38% |
$1.4M - $1.5M
|
685K
$24.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
40.6K+ 1.89% |
$1.38M - $1.48M
|
2.19M
$79.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39.3KNew |
$1.34M - $1.44M
|
39.3K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38.3K+ 12.27% |
$1.3M - $1.4M
|
350K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
37.3K+ 23.31% |
$1.27M - $1.36M
|
198K
$7.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
36.4K+ 7.42% |
$1.24M - $1.33M
|
528K
$19.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
36.3K+ 7.47% |
$1.24M - $1.33M
|
522K
$18.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
35.7KNew |
$1.22M - $1.3M
|
35.7K
$1.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
35.6K+ 4.35% |
$1.21M - $1.3M
|
853K
$30.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
35.4K+ 23.04% |
$1.21M - $1.3M
|
189K
$6.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
35.4K+ 42.93% |
$1.2M - $1.29M
|
118K
$4.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
34.8K+ 10.1% |
$1.19M - $1.27M
|
380K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
34.5K+ 110.97% |
$1.17M - $1.26M
|
65.5K
$2.37M
|