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 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-31.5K- 7.61% |
$776K - $846K
|
383K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-36.5K- 19.18% |
$898K - $979K
|
154K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.59% |
$1.03M - $1.12M
|
1.58M
$46.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 32.12% |
$1.07M - $1.17M
|
91.7K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-47.4K- 19.22% |
$1.17M - $1.27M
|
199K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-54.3K- 44.34% |
$1.34M - $1.46M
|
68.1K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-62.9K- 14.35% |
$1.55M - $1.69M
|
376K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-70.7K- 5.51% |
$1.74M - $1.9M
|
1.21M
$36M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-111K- 23.2% |
$2.73M - $2.98M
|
367K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-111K- 82.6% |
$2.74M - $2.99M
|
23.4K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-111K- 49.77% |
$2.74M - $2.99M
|
112K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116K- 11.02% |
$2.86M - $3.12M
|
938K
$27.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 5.12% |
$3.05M - $3.33M
|
2.3M
$68.1M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-135K- 12.9% |
$3.32M - $3.62M
|
911K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-142K- 28.23% |
$3.49M - $3.8M
|
360K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-191K- 99.83% |
$4.7M - $5.12M
|
328
$9.74K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-211K- 9.69% |
$5.2M - $5.66M
|
1.96M
$58.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-212K- 87.32% |
$5.21M - $5.68M
|
30.7K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-311K- 36.99% |
$7.66M - $8.35M
|
530K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-358K- 69.39% |
$8.81M - $9.61M
|
158K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-15.3M- 98.38% |
$377M - $411M
|
251K
$7.46M
|