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 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4+ 0.06% |
$136 - $146
|
6.69K
$243K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.01% |
$136 - $146
|
48.1K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.02% |
$136 - $146
|
25.9K
$937K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4+ 0.03% |
$136 - $146
|
12.3K
$448K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.06% |
$34.1 - $36.6
|
1.82K
$65.8K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$34.1 - $36.6
|
8
$290
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.17% |
$34.1 - $36.6
|
45
$1.63K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-4- 0.04% |
$136 - $146
|
8.89K
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-41- 0.24% |
$1.4K - $1.5K
|
17K
$618K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-47- 0.28% |
$1.6K - $1.72K
|
16.6K
$600K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-76- 0.13% |
$2.59K - $2.78K
|
59.6K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-80- 0.75% |
$2.72K - $2.92K
|
10.6K
$384K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-112- 0.71% |
$3.81K - $4.09K
|
15.8K
$572K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-129- 1.51% |
$4.39K - $4.71K
|
8.42K
$305K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-137- 1.31% |
$4.66K - $5.01K
|
10.3K
$375K
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-149- 1.77% |
$5.07K - $5.45K
|
8.29K
$300K
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-184- 1.91% |
$6.27K - $6.73K
|
9.44K
$342K
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-193- 0.04% |
$6.57K - $7.05K
|
520K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-204- 9.95% |
$6.95K - $7.46K
|
1.85K
$66.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-215- 0.43% |
$7.32K - $7.86K
|
50.1K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-335- 1.39% |
$11.4K - $12.2K
|
23.7K
$861K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-372- 1.69% |
$12.7K - $13.6K
|
21.6K
$784K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-385- 4.61% |
$13.1K - $14.1K
|
7.96K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-409- 7.44% |
$13.9K - $14.9K
|
5.09K
$185K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-420- 2.73% |
$14.3K - $15.4K
|
14.9K
$542K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-440- 0.98% |
$15K - $16.1K
|
44.2K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-501- 2.22% |
$17.1K - $18.3K
|
22.1K
$802K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-545- 4.15% |
$18.6K - $19.9K
|
12.6K
$456K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-555- 3.43% |
$18.9K - $20.3K
|
15.6K
$567K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-602- 45.03% |
$20.5K - $22K
|
735
$26.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-604- 0.84% |
$20.6K - $22.1K
|
71.3K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-606- 0.74% |
$20.6K - $22.1K
|
81.7K
$2.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-636- 0.11% |
$21.7K - $23.2K
|
572K
$20.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-725- 0.32% |
$24.7K - $26.5K
|
227K
$8.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-749- 9.17% |
$25.5K - $27.4K
|
7.42K
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-895- 0.86% |
$30.5K - $32.7K
|
104K
$3.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-939- 4.54% |
$32K - $34.3K
|
19.8K
$716K
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.09K- 0.42% |
$37K - $39.7K
|
259K
$9.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.21K- 4.26% |
$41.2K - $44.2K
|
27.2K
$987K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.3K- 1.72% |
$44.3K - $47.6K
|
74.3K
$2.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.37K- 3.56% |
$46.5K - $50K
|
37K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 1.47% |
$47.3K - $50.7K
|
93.2K
$3.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-1.4K- 12.79% |
$47.6K - $51.1K
|
9.53K
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.41K- 9.43% |
$48.1K - $51.6K
|
13.6K
$492K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.76K- 1.6% |
$60K - $64.4K
|
109K
$3.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.78K- 5.8% |
$60.4K - $64.9K
|
28.8K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 2.05% |
$71.6K - $76.9K
|
100K
$3.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.2K- 12.69% |
$74.7K - $80.2K
|
15.1K
$547K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.2K- 6.62% |
$74.9K - $80.4K
|
31.1K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.29K- 0.6% |
$77.9K - $83.6K
|
381K
$13.8M
|