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 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.48K- 1.17% |
$84.4K - $90.6K
|
209K
$7.57M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.7K- 3.79% |
$91.9K - $98.6K
|
68.6K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-2.75K- 7.82% |
$93.5K - $100K
|
32.4K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3K- 1.82% |
$102K - $110K
|
162K
$5.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.35K- 8.35% |
$114K - $122K
|
36.7K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3.55K- 6.69% |
$121K - $130K
|
49.5K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.76K- 3.09% |
$128K - $137K
|
118K
$4.27M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.9K- 2.04% |
$133K - $143K
|
188K
$6.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.06K- 1.6% |
$138K - $149K
|
251K
$9.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.6K- 1.63% |
$157K - $168K
|
278K
$10.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-4.63K- 7.37% |
$158K - $169K
|
58.2K
$2.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.64K- 5.0% |
$158K - $170K
|
88.2K
$3.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-4.72K- 12.44% |
$161K - $172K
|
33.2K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.79K- 27.76% |
$163K - $175K
|
12.5K
$451K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.81K- 42.24% |
$164K - $176K
|
6.57K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.34K- 24.06% |
$182K - $195K
|
16.9K
$611K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.21K- 76.58% |
$211K - $227K
|
1.9K
$68.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.23K- 9.48% |
$212K - $228K
|
59.5K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.39K- 0.71% |
$217K - $233K
|
896K
$32.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-6.43K- 2.17% |
$219K - $235K
|
289K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-7.68K- 4.63% |
$261K - $281K
|
158K
$5.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.09K- 20.7% |
$275K - $296K
|
31K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.33K- 5.67% |
$284K - $305K
|
139K
$5.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-8.37K- 22.89% |
$285K - $306K
|
28.2K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-8.37K- 4.7% |
$285K - $306K
|
170K
$6.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-10.5K- 4.31% |
$359K - $385K
|
234K
$8.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-12.2K- 2.27% |
$414K - $444K
|
523K
$18.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-14.6K- 3.46% |
$497K - $534K
|
407K
$14.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.4K- 1.67% |
$593K - $637K
|
1.02M
$37.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-20.8K- 9.6% |
$709K - $761K
|
196K
$7.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-22.2K- 2.38% |
$756K - $811K
|
909K
$32.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-24.2K- 20.95% |
$825K - $885K
|
91.4K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-24.7K- 11.16% |
$843K - $904K
|
197K
$7.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-26.1K- 74.86% |
$889K - $954K
|
8.77K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-31.4K- 11.27% |
$1.07M - $1.15M
|
248K
$8.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.2K- 4.35% |
$1.1M - $1.18M
|
708K
$25.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-35.4K- 7.63% |
$1.2M - $1.29M
|
428K
$15.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-36.5K- 84.58% |
$1.24M - $1.34M
|
6.66K
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-37.7K- 6.02% |
$1.28M - $1.38M
|
589K
$21.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-54.6K- 4.14% |
$1.86M - $2M
|
1.26M
$45.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-71.4K- 29.64% |
$2.43M - $2.61M
|
169K
$6.14M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-104K- 85.55% |
$3.54M - $3.8M
|
17.5K
$636K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-192K- 9.34% |
$6.54M - $7.02M
|
1.86M
$67.6M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-627K- 55.3% |
$21.3M - $22.9M
|
507K
$18.4M
|