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 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
8.27K+ 0.77% |
$204K - $222K
|
1.09M
$32.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.24KNew |
$203K - $221K
|
8.24K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
8.12K+ 5759.57% |
$200K - $218K
|
8.26K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.06KNew |
$199K - $216K
|
8.06K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.85KNew |
$193K - $211K
|
7.85K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.84KNew |
$193K - $211K
|
7.84K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.76K+ 11.94% |
$191K - $208K
|
72.7K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.7K+ 2.76% |
$190K - $207K
|
286K
$8.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.62K+ 9.9% |
$188K - $205K
|
84.5K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.57K+ 4.37% |
$187K - $203K
|
181K
$5.37M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.48K+ 2.83% |
$184K - $201K
|
272K
$8.07M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.44K+ 10.78% |
$183K - $200K
|
76.4K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.19K+ 1.37% |
$177K - $193K
|
533K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.99K+ 6.78% |
$172K - $188K
|
110K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.72K+ 4.03% |
$166K - $180K
|
173K
$5.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.57K+ 3.7% |
$162K - $176K
|
184K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.53K+ 4.33% |
$161K - $175K
|
157K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
6.49K+ 3.85% |
$160K - $174K
|
175K
$5.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.48K+ 65.45% |
$160K - $174K
|
16.4K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
6.12K+ 10.06% |
$151K - $164K
|
67K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.97K+ 25.95% |
$147K - $160K
|
29K
$860K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.95K+ 81.68% |
$147K - $160K
|
13.2K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.95KNew |
$146K - $160K
|
5.95K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93K+ 0.91% |
$146K - $159K
|
661K
$19.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.87K+ 6.8% |
$145K - $158K
|
92.2K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.78K+ 3.42% |
$142K - $155K
|
175K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.72K+ 4.66% |
$141K - $154K
|
128K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.52K+ 0.94% |
$136K - $148K
|
595K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.5K+ 10.07% |
$136K - $148K
|
60.2K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.39K+ 0.84% |
$133K - $145K
|
650K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.32K+ 13.42% |
$131K - $143K
|
44.9K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.22K+ 4.6% |
$129K - $140K
|
119K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.2K+ 7.57% |
$128K - $140K
|
73.9K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
5.17K+ 2.46% |
$127K - $139K
|
215K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12K+ 6.51% |
$126K - $138K
|
83.8K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
5.07K+ 3.39% |
$125K - $136K
|
155K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.97K+ 44.01% |
$123K - $134K
|
16.3K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.91K+ 45.73% |
$121K - $132K
|
15.6K
$464K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
4.88K+ 24.05% |
$120K - $131K
|
25.2K
$747K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.71K+ 2.1% |
$116K - $127K
|
230K
$6.81M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 569.75% |
$114K - $124K
|
5.43K
$161K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.52K+ 6.6% |
$111K - $121K
|
73K
$2.17M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 6.92% |
$111K - $121K
|
69.7K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.43K+ 1.88% |
$109K - $119K
|
240K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.16K+ 29.89% |
$103K - $112K
|
18.1K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.14K+ 8.38% |
$102K - $111K
|
53.5K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.03KNew |
$99.2K - $108K
|
4.03K
$119K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4K+ 25.36% |
$98.5K - $107K
|
19.8K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.89K+ 4.21% |
$95.9K - $105K
|
96.5K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.8K+ 6.76% |
$93.6K - $102K
|
60K
$1.78M
|