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 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
753New |
$17.2K - $21.8K
|
753
$22.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
624New |
$14.3K - $18.1K
|
624
$18.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
562+ 2.19% |
$12.9K - $16.3K
|
26.2K
$777K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
555+ 0.67% |
$12.7K - $16.1K
|
82.9K
$2.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
461+ 2.21% |
$10.5K - $13.3K
|
21.3K
$633K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
357+ 0.05% |
$8.16K - $10.3K
|
650K
$19.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
346+ 1.4% |
$7.91K - $10K
|
25K
$742K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
344+ 2.1% |
$7.87K - $9.96K
|
16.7K
$496K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$6.31K - $7.99K
|
276
$8.19K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263+ 0.07% |
$6.01K - $7.61K
|
354K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
249+ 0.57% |
$5.69K - $7.21K
|
43.9K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
231+ 0.49% |
$5.28K - $6.69K
|
47.8K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
215+ 2.02% |
$4.92K - $6.22K
|
10.8K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
199+ 0.25% |
$4.55K - $5.76K
|
79.2K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
166+ 0.74% |
$3.8K - $4.81K
|
22.5K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
115+ 0.15% |
$2.63K - $3.33K
|
75K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
100+ 0.67% |
$2.29K - $2.9K
|
15K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
87+ 0.76% |
$1.99K - $2.52K
|
11.5K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
81New |
$1.85K - $2.34K
|
81
$2.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
74+ 1.24% |
$1.69K - $2.14K
|
6.02K
$179K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
56+ 0.59% |
$1.28K - $1.62K
|
9.61K
$285K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
48New |
$1.1K - $1.39K
|
48
$1.42K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
35+ 0.14% |
$800 - $1.01K
|
25.5K
$757K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31+ 0.08% |
$709 - $897
|
39.4K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.03% |
$389 - $492
|
58.8K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.02% |
$91.5 - $116
|
16K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.0% |
$45.7 - $57.9
|
125K
$3.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1+ 0.01% |
$22.9 - $29
|
15.9K
$473K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.02% |
$343 - $434
|
79.1K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-35- 0.22% |
$800 - $1.01K
|
15.6K
$462K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-205- 36.94% |
$4.69K - $5.93K
|
350
$10.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-218- 1.49% |
$4.99K - $6.31K
|
14.4K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-272- 1.02% |
$6.22K - $7.87K
|
26.4K
$784K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-467- 0.51% |
$10.7K - $13.5K
|
91.7K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-497- 3.25% |
$11.4K - $14.4K
|
14.8K
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-594- 1.71% |
$13.6K - $17.2K
|
34.2K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-614- 0.94% |
$14K - $17.8K
|
64.5K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-693- 3.39% |
$15.8K - $20.1K
|
19.8K
$586K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-736- 6.54% |
$16.8K - $21.3K
|
10.5K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-757- 1.0% |
$17.3K - $21.9K
|
74.7K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-757- 4.09% |
$17.3K - $21.9K
|
17.7K
$526K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-880- 1.33% |
$20.1K - $25.5K
|
65.1K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.02K- 9.5% |
$23.3K - $29.4K
|
9.69K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.14K- 1.71% |
$26.1K - $33.1K
|
65.5K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 1.67% |
$27.9K - $35.4K
|
71.7K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 1.99% |
$31.5K - $39.9K
|
67.9K
$2.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.45K- 0.38% |
$33.2K - $42.1K
|
378K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.05% |
$34.8K - $44K
|
144K
$4.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.53K- 0.59% |
$35K - $44.4K
|
256K
$7.6M
|