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 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-677- 7.63% |
$16.7K - $18.2K
|
8.2K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-788- 4.81% |
$19.4K - $21.2K
|
15.6K
$463K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-805- 2.32% |
$19.8K - $21.6K
|
33.9K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-862- 0.13% |
$21.2K - $23.2K
|
668K
$19.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-918- 0.95% |
$22.6K - $24.7K
|
95.4K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-923- 1.46% |
$22.7K - $24.8K
|
62.3K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-928- 1.54% |
$22.9K - $24.9K
|
59.3K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-972- 6.29% |
$24K - $26.1K
|
14.5K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 40.73% |
$24.6K - $26.9K
|
1.46K
$43.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.11K- 3.99% |
$27.3K - $29.8K
|
26.7K
$792K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.17K- 9.88% |
$28.9K - $31.5K
|
10.7K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 6.06% |
$29.4K - $32K
|
18.5K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.27K- 6.93% |
$31.2K - $34K
|
17K
$504K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-1.27K- 3.54% |
$31.3K - $34.1K
|
34.6K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.44K- 3.71% |
$35.4K - $38.6K
|
37.3K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.5K- 2.24% |
$37K - $40.3K
|
65.4K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 80.31% |
$38.5K - $42K
|
383
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.62K- 2.39% |
$39.9K - $43.5K
|
66.2K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.64K- 11.32% |
$40.4K - $44K
|
12.8K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-1.65K- 0.43% |
$40.7K - $44.3K
|
387K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 1.05% |
$41.1K - $44.7K
|
157K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.75K- 4.6% |
$43.1K - $47K
|
36.2K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 6.46% |
$44.4K - $48.3K
|
26.1K
$774K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.8K- 11.16% |
$44.5K - $48.5K
|
14.4K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.02K- 1.76% |
$49.8K - $54.3K
|
113K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.06K- 2.71% |
$50.8K - $55.4K
|
74K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.16K- 2.54% |
$53.2K - $58K
|
82.8K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.2K- 4.24% |
$54.1K - $59K
|
49.6K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.28K- 0.32% |
$56.3K - $61.3K
|
716K
$21.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.32K- 3.36% |
$57K - $62.2K
|
66.7K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.44K- 6.99% |
$60.2K - $65.6K
|
32.5K
$965K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.46K- 3.64% |
$60.6K - $66K
|
65.1K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.49K- 0.54% |
$61.3K - $66.8K
|
456K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.59K- 2.43% |
$63.8K - $69.6K
|
104K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.83K- 4.69% |
$69.7K - $76K
|
57.5K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.94K- 10.94% |
$72.4K - $79K
|
23.9K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-2.99K- 3.55% |
$73.6K - $80.2K
|
81.1K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.02K- 8.69% |
$74.5K - $81.2K
|
31.8K
$943K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3.44K- 4.27% |
$84.8K - $92.4K
|
77K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-3.49K- 26.56% |
$86K - $93.8K
|
9.66K
$287K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3.52K- 5.68% |
$86.6K - $94.4K
|
58.3K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.62K- 3.22% |
$89.2K - $97.3K
|
109K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.73K- 10.56% |
$91.8K - $100K
|
31.5K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.93K- 1.06% |
$96.9K - $106K
|
367K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.01K- 0.84% |
$98.9K - $108K
|
472K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-4.04K- 1.86% |
$99.6K - $109K
|
213K
$6.33M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.07K- 20.24% |
$100K - $109K
|
16K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-4.14K- 1.49% |
$102K - $111K
|
273K
$8.09M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.36K- 1.64% |
$108K - $117K
|
262K
$7.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.47K- 5.68% |
$110K - $120K
|
74.2K
$2.2M
|