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 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
8.82K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 0.1% |
$222 - $242
|
9.4K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.02% |
$197 - $215
|
39.4K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.19% |
$98.6 - $107
|
2.12K
$62.8K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.02% |
$98.6 - $107
|
22.2K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.0% |
$24.6 - $26.9
|
125K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2- -0.0% |
$49.3 - $53.7
|
199K
$5.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- -0.0% |
$123 - $134
|
462K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12- 50.0% |
$296 - $322
|
12
$356
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 2.45% |
$345 - $376
|
558
$16.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-15- 0.04% |
$370 - $403
|
37.8K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.55K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-19- 0.2% |
$468 - $510
|
9.31K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 0.32% |
$468 - $510
|
5.91K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-35- 0.22% |
$862 - $940
|
16.2K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-51- 0.45% |
$1.26K - $1.37K
|
11.4K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 14.12% |
$1.82K - $1.99K
|
450
$13.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-76- 55.07% |
$1.87K - $2.04K
|
62
$1.84K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-86- 0.64% |
$2.12K - $2.31K
|
13.4K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-90- 0.36% |
$2.22K - $2.42K
|
25K
$742K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 0.39% |
$2.34K - $2.55K
|
24.1K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119- 74.84% |
$2.93K - $3.2K
|
40
$1.19K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-205- 0.26% |
$5.05K - $5.51K
|
78.5K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-215- 1.83% |
$5.3K - $5.77K
|
11.6K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-217- 2.2% |
$5.35K - $5.83K
|
9.66K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-230- 2.66% |
$5.67K - $6.18K
|
8.41K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-263- 0.08% |
$6.48K - $7.06K
|
327K
$9.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-286- 1.92% |
$7.05K - $7.68K
|
14.6K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-300- 0.1% |
$7.39K - $8.06K
|
310K
$9.21M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-305- 1.87% |
$7.52K - $8.19K
|
16K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-313- 2.38% |
$7.71K - $8.41K
|
12.9K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-318- 0.25% |
$7.84K - $8.54K
|
125K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-321- 1.15% |
$7.91K - $8.62K
|
27.5K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-339- 2.17% |
$8.35K - $9.11K
|
15.3K
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-422- 2.15% |
$10.4K - $11.3K
|
19.2K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-426- 3.56% |
$10.5K - $11.4K
|
11.6K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-431- 0.62% |
$10.6K - $11.6K
|
69.2K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-493- 36.79% |
$12.1K - $13.2K
|
847
$25.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-495- 37.93% |
$12.2K - $13.3K
|
810
$24K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-495- 2.36% |
$12.2K - $13.3K
|
20.5K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-510- 2.39% |
$12.6K - $13.7K
|
20.9K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-527- 3.34% |
$13K - $14.2K
|
15.3K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-541- 3.27% |
$13.3K - $14.5K
|
16K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-613- 52.08% |
$15.1K - $16.5K
|
564
$16.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-633- 1.18% |
$15.6K - $17K
|
53.1K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-636- 1.91% |
$15.7K - $17.1K
|
32.7K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-651- 0.82% |
$16K - $17.5K
|
79K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-658- 0.09% |
$16.2K - $17.7K
|
706K
$21M
|