Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

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
 -
329K
New
$11.8M - $12.3M
329K $12.2M
Jan 12, 2026 Q4 2025
Thayer Financial, L.L.C.

Hickory, NC
BUY
 -
313K
New
$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
 -
233K
New
$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 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 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
64.1K
New
$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 08, 2026 Q4 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
58.4K
+ 124.51%
$2.09M - $2.19M
105K $3.91M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
53K
+ 5.18%
$1.9M - $1.99M
1.08M $39.9M
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 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
 -
41.3K
New
$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 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
36K
New
$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
 -
28.3K
New
$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 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 09, 2026 Q4 2025
Keb Asset Management, LLC

Springfield, IL
BUY
 -
21.1K
+ 14.1%
$754K - $790K
170K $6.32M
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 14, 2026 Q4 2025
Northwest Wealth Management, LLC

BUY
 -
14.5K
+ 5.78%
$519K - $544K
265K $9.84M
Jan 16, 2026 Q4 2025
Marquette Asset Management, LLC

BUY
 -
13.9K
+ 0.63%
$497K - $520K
2.21M $81.8M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
13.3K
+ 24.41%
$477K - $500K
67.9K $2.52M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
11.6K
+ 1.16%
$416K - $435K
1.01M $37.6M
Jan 20, 2026 Q4 2025
Mendota Financial Group, LLC

Madison, WI
BUY
 -
11.4K
+ 3.17%
$409K - $429K
372K $13.8M
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

BUY
 -
10.9K
+ 3.39%
$390K - $409K
332K $12.3M
Jan 14, 2026 Q4 2025
International Private Wealth Advisors LLC

San Diego, CA
BUY
 -
10K
+ 29.63%
$358K - $375K
43.8K $1.62M
Jan 08, 2026 Q4 2025
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
9.52K
+ 27.64%
$341K - $357K
44K $1.63M
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
9.47K
New
$339K - $355K
9.47K $351K
Jan 16, 2026 Q4 2025
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
9.18K
+ 26.03%
$329K - $344K
44.5K $1.65M
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

BUY
 -
9.02K
+ 8.76%
$323K - $339K
112K $4.16M
Jan 08, 2026 Q4 2025
180 Wealth Advisors, LLC

BUY
 -
8.64K
+ 4.89%
$309K - $324K
185K $6.87M
Jan 15, 2026 Q4 2025
Clg LLC

Long Beach, CA
BUY
 -
8.53K
+ 9.16%
$306K - $320K
102K $3.77M
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
8.42K
+ 341.84%
$302K - $316K
10.9K $404K
Jan 09, 2026 Q4 2025
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
8.37K
+ 2.93%
$300K - $314K
294K $10.9M

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