Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.48M+ 13.91% |
$33.9M - $42.9M
|
12.1M
$360M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.13MNew |
$25.9M - $32.8M
|
1.13M
$33.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
177KNew |
$4.04M - $5.12M
|
177K
$5.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
173K+ 32.15% |
$3.97M - $5.02M
|
713K
$21.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
142K+ 10.43% |
$3.26M - $4.12M
|
1.51M
$44.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
130K+ 127.48% |
$2.96M - $3.75M
|
231K
$6.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
111KNew |
$2.54M - $3.21M
|
111K
$3.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
89K+ 1052.83% |
$2.03M - $2.58M
|
97.4K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
85.3K+ 23.72% |
$1.95M - $2.47M
|
445K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
80K+ 69.88% |
$1.83M - $2.32M
|
195K
$5.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.8K+ 10.24% |
$1.64M - $2.08M
|
773K
$22.9M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
64.8K+ 3.93% |
$1.48M - $1.88M
|
1.71M
$50.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
58.7K+ 29.43% |
$1.34M - $1.7M
|
258K
$7.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
57.6K+ 415.77% |
$1.32M - $1.67M
|
71.4K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
50.7K+ 13.39% |
$1.16M - $1.47M
|
429K
$12.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
47.2K+ 55.73% |
$1.08M - $1.37M
|
132K
$3.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45.2K+ 8.49% |
$1.03M - $1.31M
|
578K
$17.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
38K+ 6.39% |
$869K - $1.1M
|
633K
$18.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
35K+ 140.17% |
$801K - $1.01M
|
60K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
29.8KNew |
$681K - $862K
|
29.8K
$883K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.2K+ 2.41% |
$669K - $847K
|
1.24M
$36.9M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
28.9K+ 3.03% |
$661K - $837K
|
982K
$29.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.3K+ 4.76% |
$625K - $791K
|
602K
$17.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.2K+ 104.8% |
$598K - $757K
|
51.1K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.5K+ 6.76% |
$584K - $740K
|
403K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
24.2K+ 11.68% |
$553K - $700K
|
231K
$6.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23.7K+ 7.61% |
$543K - $687K
|
336K
$9.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
23.3K+ 10.36% |
$532K - $673K
|
248K
$7.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.2K+ 14.66% |
$530K - $671K
|
181K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22.8K+ 48.85% |
$520K - $659K
|
69.3K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19K+ 2.85% |
$435K - $551K
|
686K
$20.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17.8K+ 12.76% |
$406K - $514K
|
157K
$4.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
17.1K+ 3.11% |
$392K - $496K
|
569K
$16.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16KNew |
$365K - $462K
|
16K
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15.5K+ 12.07% |
$354K - $448K
|
144K
$4.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.8K+ 4.89% |
$339K - $429K
|
318K
$9.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 1.93% |
$326K - $413K
|
755K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.9KNew |
$317K - $402K
|
13.9K
$412K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8K+ 84.64% |
$315K - $399K
|
30.1K
$893K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.7K+ 18.68% |
$313K - $396K
|
87K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
12.5K+ 8.85% |
$286K - $362K
|
154K
$4.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2KNew |
$279K - $353K
|
12.2K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
12.2K+ 8.76% |
$278K - $352K
|
151K
$4.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12K+ 19.99% |
$274K - $347K
|
72K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
12K+ 1.79% |
$273K - $346K
|
679K
$20.2M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
11.7K+ 136.73% |
$267K - $338K
|
20.2K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.4K+ 3.39% |
$260K - $329K
|
347K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.9KNew |
$250K - $317K
|
10.9K
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.6K+ 10.2% |
$243K - $307K
|
115K
$3.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$233K - $295K
|
10.2K
$302K
|