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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-458- 0.28% |
$12.8K - $15.9K
|
166K
$5.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-561- 4.88% |
$15.7K - $19.5K
|
10.9K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-709- 3.31% |
$19.9K - $24.6K
|
20.7K
$718K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-975- 2.37% |
$27.3K - $33.8K
|
40.1K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.34K- 0.99% |
$37.4K - $46.4K
|
133K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.46K- 5.31% |
$40.9K - $50.6K
|
26K
$902K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.64K- 1.11% |
$46K - $57K
|
147K
$5.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 4.3% |
$60.6K - $75K
|
48.1K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.74K- 2.55% |
$76.8K - $95.1K
|
105K
$3.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.95K- 0.39% |
$82.5K - $102K
|
745K
$25.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.99K- 1.11% |
$83.8K - $104K
|
266K
$9.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4K- 1.77% |
$112K - $139K
|
222K
$7.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.13K- 4.35% |
$116K - $143K
|
90.9K
$3.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.6K- 37.49% |
$185K - $229K
|
11K
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-7.23K- 19.12% |
$203K - $251K
|
30.6K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.36K- 29.84% |
$206K - $255K
|
17.3K
$600K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.84K- 9.33% |
$248K - $307K
|
85.9K
$2.98M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-20.8K- 7.49% |
$583K - $722K
|
257K
$8.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-21.1K- 2.28% |
$591K - $732K
|
903K
$31.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-67.6K- 21.18% |
$1.89M - $2.35M
|
252K
$8.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-94.6K- 97.88% |
$2.65M - $3.28M
|
2.05K
$71.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-103K- 18.17% |
$2.89M - $3.57M
|
464K
$16.1M
|