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 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.8K+ 6.45% |
$93.5K - $102K
|
62.7K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.76K+ 1.32% |
$92.7K - $101K
|
290K
$8.6M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.71K+ 3.22% |
$91.5K - $99.8K
|
119K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 15.09% |
$90.8K - $99K
|
28.1K
$834K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.62K+ 4.6% |
$89.2K - $97.2K
|
82.4K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.59K+ 7.5% |
$88.4K - $96.4K
|
51.4K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.43K+ 2.45% |
$84.6K - $92.2K
|
144K
$4.26M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.39K+ 5.13% |
$83.5K - $91K
|
69.5K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.3K+ 60.6% |
$81.4K - $88.7K
|
8.75K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.28K+ 37.31% |
$80.8K - $88.1K
|
12.1K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 0.35% |
$79.1K - $86.2K
|
918K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.03KNew |
$74.6K - $81.3K
|
3.03K
$89.8K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.98K+ 32.68% |
$73.4K - $80K
|
12.1K
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.78K+ 1.09% |
$68.5K - $74.7K
|
258K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.73K+ 5.54% |
$67.2K - $73.3K
|
52K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.65K+ 17.19% |
$65.4K - $71.3K
|
18.1K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.61K+ 5.8% |
$64.3K - $70.1K
|
47.6K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.55K+ 44.03% |
$62.9K - $68.6K
|
8.35K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.52K+ 4.06% |
$62.2K - $67.8K
|
64.7K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.37K+ 3.27% |
$58.4K - $63.7K
|
74.9K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.33K+ 7.02% |
$57.5K - $62.7K
|
35.6K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.33K+ 3.77% |
$57.5K - $62.6K
|
64.2K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.2K+ 3.28% |
$54.3K - $59.2K
|
69.4K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.15K+ 2.85% |
$52.9K - $57.6K
|
77.3K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 0.31% |
$52K - $56.6K
|
676K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.08K+ 2.86% |
$51.3K - $55.9K
|
74.9K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$49.3K - $53.7K
|
2K
$59.4K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.94K+ 11.42% |
$47.7K - $52K
|
18.9K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.92K+ 16.11% |
$47.3K - $51.6K
|
13.8K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.83K+ 468.29% |
$45.1K - $49.2K
|
2.22K
$65.9K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.78K+ 0.89% |
$43.7K - $47.7K
|
200K
$5.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.75K+ 14.59% |
$43.1K - $47K
|
13.7K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.68K+ 1.2% |
$41.4K - $45.1K
|
141K
$4.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.61K+ 2.54% |
$39.7K - $43.2K
|
65K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.6K+ 18.9% |
$39.3K - $42.8K
|
10K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 1.71% |
$38.6K - $42.1K
|
93.3K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.5K+ 2.27% |
$37K - $40.3K
|
67.7K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.48K+ 14.98% |
$36.5K - $39.8K
|
11.4K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 6.17% |
$35K - $38.1K
|
24.4K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.29K+ 0.62% |
$31.7K - $34.5K
|
209K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 0.35% |
$31.6K - $34.5K
|
369K
$11M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.27K+ 2.2% |
$31.2K - $34K
|
58.9K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.24K+ 2.77% |
$30.6K - $33.4K
|
46.1K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.23K+ 2.71% |
$30.2K - $33K
|
46.6K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.22K+ 12.97% |
$30.1K - $32.8K
|
10.6K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.19K+ 22.15% |
$29.3K - $32K
|
6.57K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 0.57% |
$29.1K - $31.7K
|
209K
$6.21M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16K+ 1.48% |
$28.5K - $31.1K
|
79.1K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.14K+ 8.38% |
$28.2K - $30.7K
|
14.8K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 8.86% |
$25K - $27.2K
|
12.4K
$369K
|