Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
859K+ 2689.47% |
$30.8M - $32.2M
|
891K
$33M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
329KNew |
$11.8M - $12.3M
|
329K
$12.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
313KNew |
$11.2M - $11.7M
|
313K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
267K+ 2401.6% |
$9.55M - $10M
|
278K
$10.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
233KNew |
$8.35M - $8.75M
|
233K
$8.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
224K+ 35.75% |
$8.01M - $8.39M
|
849K
$31.5M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
220K+ 1253.29% |
$7.88M - $8.25M
|
237K
$8.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
175K+ 119.89% |
$6.25M - $6.55M
|
320K
$11.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
98.4K+ 8.05% |
$3.53M - $3.69M
|
1.32M
$49M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
95.1K+ 19.66% |
$3.41M - $3.57M
|
579K
$21.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
91.5K+ 10.76% |
$3.28M - $3.43M
|
942K
$35M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
75K+ 8.48% |
$2.69M - $2.82M
|
960K
$35.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
68.1K+ 34.48% |
$2.44M - $2.56M
|
266K
$9.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
64.1KNew |
$2.29M - $2.4M
|
64.1K
$2.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
63.5K+ 5.05% |
$2.27M - $2.38M
|
1.32M
$49M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60.5K+ 17.68% |
$2.17M - $2.27M
|
403K
$14.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
58.4K+ 124.51% |
$2.09M - $2.19M
|
105K
$3.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
54.2K+ 399.56% |
$1.94M - $2.03M
|
67.7K
$2.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53K+ 5.18% |
$1.9M - $1.99M
|
1.08M
$39.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
49.2K+ 9.43% |
$1.76M - $1.85M
|
572K
$21.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
48.6K+ 7.1% |
$1.74M - $1.82M
|
733K
$27.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
47K+ 5.51% |
$1.68M - $1.76M
|
900K
$33.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
46.6K+ 29.47% |
$1.67M - $1.75M
|
205K
$7.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
45.8K+ 6.87% |
$1.64M - $1.72M
|
713K
$26.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
41.3KNew |
$1.48M - $1.55M
|
41.3K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
39.4K+ 89.77% |
$1.41M - $1.48M
|
83.3K
$3.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.4K+ 6.62% |
$1.34M - $1.41M
|
603K
$22.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
37K+ 9.37% |
$1.32M - $1.39M
|
432K
$16M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
36.6KNew |
$1.31M - $1.37M
|
36.6K
$1.36M
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
36.1K+ 20.85% |
$1.29M - $1.36M
|
209K
$7.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36KNew |
$1.29M - $1.35M
|
36K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
34.4K+ 0.96% |
$1.23M - $1.29M
|
3.63M
$135M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
34K+ 5.44% |
$1.22M - $1.28M
|
660K
$24.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.2K+ 1.7% |
$1.15M - $1.21M
|
1.93M
$71.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
28.3KNew |
$1.01M - $1.06M
|
28.3K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
28K+ 10.53% |
$1M - $1.05M
|
294K
$10.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
27KNew |
$967K - $1.01M
|
27K
$1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
25K+ 12.28% |
$896K - $939K
|
229K
$8.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
23.9K+ 3.08% |
$856K - $897K
|
800K
$29.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 2.56% |
$855K - $895K
|
955K
$35.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
23.8KNew |
$852K - $893K
|
23.8K
$883K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.1K+ 14.1% |
$754K - $790K
|
170K
$6.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 9.44% |
$699K - $732K
|
226K
$8.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
18K+ 9.88% |
$644K - $674K
|
200K
$7.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.8K+ 65.03% |
$639K - $670K
|
45.3K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
16K+ 2.7% |
$575K - $602K
|
611K
$22.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15.4K+ 14.69% |
$552K - $578K
|
120K
$4.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
14.8K+ 5.31% |
$529K - $555K
|
293K
$10.9M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
14.6K+ 28.64% |
$522K - $547K
|
65.5K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.5K+ 5.78% |
$519K - $544K
|
265K
$9.84M
|
|