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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.54K- 20.49% |
$112K - $122K
|
17.6K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.55K- 7.92% |
$112K - $122K
|
52.8K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.56K- 6.95% |
$112K - $122K
|
61K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.59K- 0.51% |
$113K - $123K
|
891K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.78K- 78.18% |
$118K - $128K
|
1.33K
$39.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.99K- 22.27% |
$123K - $134K
|
17.4K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-5K- 2.91% |
$123K - $134K
|
167K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.01K- 0.73% |
$123K - $134K
|
682K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.08K- 12.99% |
$125K - $136K
|
34K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-5.23K- 1.43% |
$129K - $141K
|
360K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5.4K- 8.06% |
$133K - $145K
|
61.6K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.56K- 5.86% |
$137K - $149K
|
89.2K
$2.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.56K- 33.04% |
$137K - $149K
|
11.3K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.75K- 2.51% |
$142K - $154K
|
223K
$6.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-5.82K- 6.24% |
$143K - $156K
|
87.5K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-5.88K- 5.83% |
$145K - $158K
|
94.9K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.91K- 5.39% |
$146K - $159K
|
104K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.08K- 33.32% |
$150K - $163K
|
12.2K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-6.47K- 4.41% |
$159K - $174K
|
140K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.65K- 10.44% |
$164K - $178K
|
57K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-6.8K- 2.97% |
$168K - $183K
|
222K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.19K- 45.52% |
$177K - $193K
|
8.6K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.53K- 23.17% |
$185K - $202K
|
25K
$741K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8.68K- 3.63% |
$214K - $233K
|
230K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.69K- 2.01% |
$214K - $233K
|
424K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.24K- 13.95% |
$228K - $248K
|
57K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.41K- 59.89% |
$232K - $253K
|
6.3K
$187K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.75K- 16.41% |
$240K - $262K
|
49.6K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10.2K- 37.91% |
$250K - $273K
|
16.6K
$494K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-10.3K- 13.84% |
$255K - $278K
|
64.4K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 3.07% |
$276K - $301K
|
354K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-11.3K- 30.8% |
$278K - $303K
|
25.3K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.8K- 2.6% |
$291K - $317K
|
443K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-12K- 3.44% |
$295K - $321K
|
336K
$9.96M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-12K- 7.7% |
$295K - $321K
|
143K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 13.57% |
$302K - $329K
|
78.1K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-12.7K- 5.05% |
$312K - $340K
|
238K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14K- 2.02% |
$344K - $375K
|
676K
$20.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.4K- 8.32% |
$354K - $386K
|
158K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 14.38% |
$358K - $391K
|
86.6K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.9K- 3.16% |
$367K - $400K
|
457K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 42.21% |
$381K - $415K
|
21.2K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16K- 23.68% |
$395K - $431K
|
51.7K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.7K- 2.55% |
$436K - $475K
|
676K
$20.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-18K- 21.01% |
$445K - $485K
|
67.8K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-21.1K- 9.44% |
$519K - $566K
|
202K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-23.5K- 6.81% |
$579K - $631K
|
322K
$9.55M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24.8K- 6.71% |
$611K - $666K
|
345K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.6K- 4.13% |
$681K - $742K
|
642K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.8K- 21.92% |
$735K - $802K
|
106K
$3.15M
|