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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
56.3K+ 8.4% |
$1.39M - $1.51M
|
726K
$21.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
55.3K+ 93.42% |
$1.36M - $1.49M
|
115K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
54.9K+ 100.0% |
$1.35M - $1.47M
|
110K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
54.3K+ 5.3% |
$1.34M - $1.46M
|
1.08M
$32M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
52.7K+ 1.48% |
$1.3M - $1.42M
|
3.61M
$107M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.2K+ 6.38% |
$1.26M - $1.38M
|
854K
$25.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.8K+ 7.06% |
$1.2M - $1.31M
|
740K
$22M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
47K+ 11.16% |
$1.16M - $1.26M
|
468K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
46.7K+ 7.13% |
$1.15M - $1.25M
|
701K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46.2KNew |
$1.14M - $1.24M
|
46.2K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45.4K+ 23.44% |
$1.12M - $1.22M
|
239K
$7.09M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
43.3KNew |
$1.07M - $1.16M
|
43.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.6K+ 118.5% |
$1M - $1.09M
|
74.9K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
40.6KNew |
$999K - $1.09M
|
40.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
40.1K+ 53.78% |
$988K - $1.08M
|
115K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
39.3K+ 14.4% |
$968K - $1.06M
|
312K
$9.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
38.6K+ 65.5% |
$950K - $1.04M
|
97.5K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
38.5K+ 51.93% |
$950K - $1.04M
|
113K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37.9K+ 135.18% |
$934K - $1.02M
|
65.9K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
37.3K+ 14.88% |
$919K - $1M
|
288K
$8.55M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
36.9K+ 20.11% |
$910K - $992K
|
221K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
36.5K+ 187.97% |
$900K - $981K
|
56K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
36.4K+ 20.32% |
$898K - $979K
|
216K
$6.4M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
33.1K+ 74.81% |
$817K - $890K
|
77.4K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
32.6K+ 91.5% |
$804K - $877K
|
68.3K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
29.3K+ 5.74% |
$722K - $787K
|
540K
$16M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
29K+ 16.26% |
$713K - $778K
|
207K
$6.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
27.9K+ 5.87% |
$688K - $750K
|
504K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26.4K+ 6.88% |
$651K - $709K
|
410K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
26K+ 2.81% |
$642K - $699K
|
953K
$28.3M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
25.9K+ 22.89% |
$637K - $695K
|
139K
$4.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 7.17% |
$623K - $679K
|
378K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
25.2K+ 20.81% |
$621K - $677K
|
146K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24.9KNew |
$615K - $670K
|
24.9K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
24.6KNew |
$607K - $662K
|
24.6K
$731K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
24.4K+ 4.01% |
$601K - $655K
|
632K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
24.3K+ 6.84% |
$598K - $652K
|
380K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
23.8K+ 4.88% |
$586K - $639K
|
511K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.3K+ 3.45% |
$574K - $626K
|
698K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 8.91% |
$571K - $623K
|
283K
$8.41M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22K+ 31.47% |
$541K - $590K
|
91.7K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.8K+ 15.97% |
$536K - $585K
|
158K
$4.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
21.6K+ 27.07% |
$533K - $581K
|
102K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
21.3KNew |
$525K - $572K
|
21.3K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
21.2K+ 3.76% |
$522K - $569K
|
584K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20.9K+ 3.71% |
$515K - $562K
|
585K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
20.2K+ 28.18% |
$497K - $541K
|
91.7K
$2.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20K+ 3.7% |
$492K - $536K
|
560K
$16.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
19.8K+ 4.75% |
$489K - $533K
|
437K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.4K+ 4.04% |
$479K - $522K
|
501K
$14.9M
|