Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) 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
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.7M+ 19.05% |
$42M - $45.8M
|
10.6M
$316M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23M+ 176.45% |
$30.3M - $33.1M
|
1.93M
$57.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
855K+ 16.19% |
$21.1M - $23M
|
6.14M
$182M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
667KNew |
$16.4M - $17.9M
|
667K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
449K+ 120.87% |
$11.1M - $12.1M
|
820K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
439KNew |
$10.8M - $11.8M
|
439K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
373KNew |
$9.2M - $10M
|
373K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
351K+ 10.27% |
$8.64M - $9.42M
|
3.76M
$112M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
323KNew |
$7.95M - $8.66M
|
323K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
306KNew |
$7.54M - $8.22M
|
306K
$9.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
271KNew |
$6.67M - $7.27M
|
271K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
262K+ 19.62% |
$6.46M - $7.04M
|
1.6M
$47.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
258K+ 14.17% |
$6.36M - $6.93M
|
2.08M
$61.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
251K+ 22.5% |
$6.18M - $6.74M
|
1.37M
$40.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
246K+ 642.57% |
$6.06M - $6.61M
|
284K
$8.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
234K+ 63.59% |
$5.76M - $6.28M
|
602K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
219K+ 15.29% |
$5.39M - $5.88M
|
1.65M
$49M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
207KNew |
$5.11M - $5.57M
|
207K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196K+ 15.1% |
$4.84M - $5.27M
|
1.5M
$44.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
185K+ 12.25% |
$4.56M - $4.97M
|
1.7M
$50.4M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
180KNew |
$4.43M - $4.83M
|
180K
$5.34M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
166K+ 58.29% |
$4.1M - $4.47M
|
451K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 3.18% |
$3.59M - $3.92M
|
4.73M
$140M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
143K+ 55.77% |
$3.52M - $3.84M
|
399K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
142K+ 103.27% |
$3.51M - $3.83M
|
280K
$8.32M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
133KNew |
$3.27M - $3.57M
|
133K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110K+ 18.19% |
$2.71M - $2.96M
|
715K
$21.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
109K+ 24.57% |
$2.68M - $2.92M
|
552K
$16.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
103K+ 51.22% |
$2.53M - $2.76M
|
303K
$9.01M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101K+ 319.64% |
$2.5M - $2.72M
|
133K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
101K+ 218.17% |
$2.5M - $2.72M
|
148K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95KNew |
$2.34M - $2.55M
|
95K
$2.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
94.3K+ 5.04% |
$2.32M - $2.53M
|
1.96M
$58.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
94.3K+ 5.04% |
$2.32M - $2.53M
|
1.96M
$58.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
87.8KNew |
$2.16M - $2.36M
|
87.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.8K+ 6.26% |
$2.14M - $2.33M
|
1.47M
$43.7M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
84.6KNew |
$2.09M - $2.27M
|
84.6K
$2.51M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
74KNew |
$1.82M - $1.99M
|
74K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
73.3KNew |
$1.81M - $1.97M
|
73.3K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
72.3K+ 22.96% |
$1.78M - $1.94M
|
387K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69K+ 11.54% |
$1.7M - $1.85M
|
667K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
67.2K+ 2.66% |
$1.66M - $1.81M
|
2.6M
$77.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
66.6K+ 21.34% |
$1.64M - $1.79M
|
379K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
64.5K+ 6.99% |
$1.59M - $1.73M
|
987K
$29.3M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64.2K+ 5.39% |
$1.58M - $1.72M
|
1.26M
$37.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
60.8K+ 246.27% |
$1.5M - $1.63M
|
85.4K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.4K+ 16.29% |
$1.46M - $1.59M
|
424K
$12.6M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
58.8KNew |
$1.45M - $1.58M
|
58.8K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.3K+ 29.48% |
$1.44M - $1.57M
|
256K
$7.6M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
56.5K+ 2.3% |
$1.39M - $1.52M
|
2.52M
$74.8M
|