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 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
983+ 1.8% |
$24.2K - $26.4K
|
55.5K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
956+ 6.87% |
$23.6K - $25.7K
|
14.9K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
916New |
$22.6K - $24.6K
|
916
$27.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
907+ 7.63% |
$22.3K - $24.4K
|
12.8K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
807New |
$19.9K - $21.7K
|
807
$24K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
788+ 2.21% |
$19.4K - $21.2K
|
36.4K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
787New |
$19.4K - $21.1K
|
787
$23.4K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
775+ 27.18% |
$19.1K - $20.8K
|
3.63K
$108K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
690+ 16.91% |
$17K - $18.5K
|
4.77K
$142K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
670+ 27.78% |
$16.5K - $18K
|
3.08K
$91.5K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
625+ 1.43% |
$15.4K - $16.8K
|
44.5K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
600+ 0.94% |
$14.8K - $16.1K
|
64.2K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
587+ 11.75% |
$14.5K - $15.8K
|
5.58K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
557+ 1.94% |
$13.7K - $15K
|
29.3K
$869K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
460+ 1.84% |
$11.3K - $12.4K
|
25.5K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
428+ 5.13% |
$10.5K - $11.5K
|
8.78K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
402+ 3.46% |
$9.91K - $10.8K
|
12K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
394+ 2.58% |
$9.71K - $10.6K
|
15.6K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
392+ 3.26% |
$9.66K - $10.5K
|
12.4K
$368K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
375+ 1.96% |
$9.24K - $10.1K
|
19.5K
$578K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
374+ 1.48% |
$9.22K - $10K
|
25.6K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
296New |
$7.29K - $7.95K
|
296
$8.79K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
283New |
$6.97K - $7.6K
|
283
$8.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
251+ 0.31% |
$6.18K - $6.74K
|
82K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 0.71% |
$6.16K - $6.72K
|
35.4K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
242+ 1.09% |
$5.96K - $6.5K
|
22.4K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
238+ 2.02% |
$5.86K - $6.39K
|
12K
$357K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
227+ 0.83% |
$5.59K - $6.1K
|
27.6K
$818K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
222New |
$5.47K - $5.96K
|
222
$6.59K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
205+ 58.57% |
$5.05K - $5.51K
|
555
$16.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
200+ 0.58% |
$4.93K - $5.37K
|
34.8K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
186+ 1.81% |
$4.58K - $5K
|
10.4K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
149New |
$3.67K - $4K
|
149
$4.42K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
145+ 0.23% |
$3.57K - $3.89K
|
62.2K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
127+ 0.05% |
$3.13K - $3.41K
|
252K
$7.47M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
123+ 1.0% |
$3.03K - $3.3K
|
12.4K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
93+ 0.05% |
$2.29K - $2.5K
|
178K
$5.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
83+ 0.98% |
$2.05K - $2.23K
|
8.54K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
80+ 0.22% |
$1.97K - $2.15K
|
37.1K
$1.1M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
69+ 0.29% |
$1.7K - $1.85K
|
23.6K
$700K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
69+ 0.16% |
$1.7K - $1.85K
|
43.6K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62+ 0.27% |
$1.53K - $1.67K
|
22.8K
$678K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
42+ 44.68% |
$1.03K - $1.13K
|
136
$4.04K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
35+ 0.2% |
$862 - $940
|
17.6K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
32+ 0.28% |
$788 - $860
|
11.4K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.01% |
$715 - $779
|
282K
$8.38M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
25+ 0.22% |
$616 - $672
|
11.4K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$591 - $645
|
24
$712
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$320 - $349
|
13
$386
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12+ 100.0% |
$296 - $322
|
24
$712
|