Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-29.7K- 8.73% |
$857K - $961K
|
310K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29.8K- 3.21% |
$862K - $967K
|
900K
$31.2M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-30.5K- 12.73% |
$882K - $990K
|
209K
$7.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-32K- 5.66% |
$924K - $1.04M
|
533K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-33.3K- 5.6% |
$962K - $1.08M
|
562K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.3K- 5.39% |
$963K - $1.08M
|
585K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-36.7K- 4.85% |
$1.06M - $1.19M
|
719K
$25M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-40.1K- 10.07% |
$1.16M - $1.3M
|
358K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-43.2K- 28.11% |
$1.25M - $1.4M
|
111K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.3K- 5.98% |
$1.25M - $1.4M
|
681K
$23.6M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-46.7K- 7.68% |
$1.35M - $1.51M
|
562K
$19.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-76.6K- 2.57% |
$2.21M - $2.48M
|
2.91M
$101M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79.7K- 59.67% |
$2.3M - $2.58M
|
53.9K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-98.9K- 50.57% |
$2.86M - $3.2M
|
96.6K
$3.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-104K- 24.31% |
$3.02M - $3.38M
|
325K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-111K- 6.65% |
$3.22M - $3.61M
|
1.56M
$54.3M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-120K- 9.22% |
$3.46M - $3.88M
|
1.18M
$41M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-122K- 25.29% |
$3.51M - $3.94M
|
359K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-191K- 29.22% |
$5.53M - $6.2M
|
464K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-198K- 14.75% |
$5.73M - $6.42M
|
1.15M
$39.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-199K- 16.99% |
$5.76M - $6.46M
|
974K
$33.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-207K- 89.02% |
$5.99M - $6.72M
|
25.6K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-255K- 99.91% |
$7.36M - $8.25M
|
226
$7.84K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-271K- 91.15% |
$7.84M - $8.8M
|
26.4K
$915K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-280K- 77.86% |
$8.1M - $9.08M
|
79.7K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-339K- 18.23% |
$9.78M - $11M
|
1.52M
$52.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-343K- 88.48% |
$9.92M - $11.1M
|
44.7K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-379K- 62.38% |
$10.9M - $12.3M
|
229K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-388K- 9.26% |
$11.2M - $12.6M
|
3.81M
$132M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-534K- 60.77% |
$15.4M - $17.3M
|
345K
$12M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-631K- 96.55% |
$18.2M - $20.4M
|
22.6K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07M- 57.76% |
$30.9M - $34.6M
|
782K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-31.8M- 98.37% |
$917M - $1.03B
|
526K
$18.3M
|