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 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.2K+ 9.74% |
$474K - $516K
|
217K
$6.43M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
18.6K+ 5.1% |
$459K - $500K
|
384K
$11.4M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
18.5K+ 19.99% |
$457K - $498K
|
111K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18K+ 1.4% |
$443K - $483K
|
1.3M
$38.6M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.8KNew |
$440K - $479K
|
17.8K
$530K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.4K+ 2.18% |
$428K - $467K
|
814K
$24.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17.3K+ 2.93% |
$427K - $465K
|
608K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.9K+ 4.95% |
$416K - $453K
|
358K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.2KNew |
$399K - $435K
|
16.2K
$481K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16K+ 6316.14% |
$395K - $431K
|
16.3K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16K+ 103.34% |
$395K - $430K
|
31.5K
$935K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.9K+ 4.97% |
$393K - $428K
|
337K
$9.99M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
15.8K+ 2.83% |
$389K - $424K
|
574K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.8KNew |
$389K - $424K
|
15.8K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.9KNew |
$368K - $401K
|
14.9K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
14.8K+ 3.03% |
$364K - $397K
|
502K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
14.7K+ 5.89% |
$361K - $394K
|
263K
$7.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
13.6K+ 3.52% |
$336K - $366K
|
402K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.3K+ 33.92% |
$328K - $357K
|
52.5K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
13K+ 14.78% |
$322K - $350K
|
101K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13K+ 6.11% |
$321K - $349K
|
226K
$6.7M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12.9K+ 13.98% |
$318K - $347K
|
105K
$3.12M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.2K+ 7.23% |
$300K - $327K
|
181K
$5.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 6.06% |
$297K - $324K
|
211K
$6.27M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 1.04% |
$293K - $319K
|
1.15M
$34.2M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
11.8KNew |
$291K - $318K
|
11.8K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$285K - $311K
|
11.6K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11.4K+ 2.41% |
$282K - $307K
|
485K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11.1K+ 5.22% |
$275K - $299K
|
224K
$6.66M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.8K+ 8.15% |
$267K - $291K
|
144K
$4.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
10.8KNew |
$265K - $289K
|
10.8K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.6K+ 2.73% |
$262K - $286K
|
400K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
10.6K+ 4.39% |
$261K - $285K
|
252K
$7.48M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
10.6KNew |
$260K - $283K
|
10.6K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
10.5K+ 7.82% |
$260K - $283K
|
145K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1K+ 1.85% |
$249K - $272K
|
556K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
9.88K+ 6.47% |
$243K - $265K
|
163K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.41KNew |
$232K - $253K
|
9.41K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
9.3KNew |
$229K - $250K
|
9.3K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
9.21K+ 3.32% |
$227K - $247K
|
287K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9KNew |
$219K - $239K
|
8.9K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.75KNew |
$215K - $235K
|
8.75K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.65K+ 4.13% |
$213K - $232K
|
218K
$6.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8.62K+ 85.0% |
$212K - $232K
|
18.8K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
8.53KNew |
$210K - $229K
|
8.53K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.44KNew |
$208K - $227K
|
8.44K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.43K+ 2382.49% |
$208K - $227K
|
8.79K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8.3K+ 6.34% |
$204K - $223K
|
139K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.29K+ 12.35% |
$204K - $223K
|
75.4K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.27KNew |
$204K - $222K
|
8.27K
$245K
|