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 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.6K- 6.67% |
$36.5K - $46.2K
|
22.3K
$663K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.62K- 0.75% |
$37K - $46.8K
|
214K
$6.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.71K- 0.28% |
$39.2K - $49.6K
|
607K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.25K- 18.15% |
$51.4K - $65.1K
|
10.1K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-2.61K- 17.08% |
$59.7K - $75.6K
|
12.7K
$376K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.81K- 8.64% |
$64.2K - $81.3K
|
29.7K
$882K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.08K- 1.29% |
$70.4K - $89.2K
|
235K
$6.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-3.1K- 30.92% |
$71K - $89.8K
|
6.93K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.64K- 14.89% |
$83.1K - $105K
|
20.8K
$617K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-3.76K- 0.94% |
$85.9K - $109K
|
398K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.65K- 1.02% |
$106K - $135K
|
452K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.26K- 1.05% |
$120K - $152K
|
495K
$14.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.33K- 14.09% |
$122K - $154K
|
32.5K
$964K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-5.41K- 3.42% |
$124K - $157K
|
153K
$4.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 0.82% |
$127K - $161K
|
670K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-5.61K- 18.24% |
$128K - $162K
|
25.1K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.73K- 97.37% |
$131K - $166K
|
155
$4.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-6.75K- 12.72% |
$154K - $196K
|
46.4K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.93K- 10.17% |
$158K - $201K
|
61.2K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.99K- 10.36% |
$183K - $231K
|
69.1K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.36K- 63.22% |
$191K - $242K
|
4.87K
$144K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.52K- 11.02% |
$195K - $247K
|
68.8K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.71K- 1.07% |
$222K - $281K
|
901K
$26.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-11.5K- 10.55% |
$263K - $332K
|
97.4K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9K- 3.12% |
$273K - $346K
|
371K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-12.4K- 0.73% |
$284K - $360K
|
1.68M
$50M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.3K- 48.84% |
$327K - $414K
|
15K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15K- 22.15% |
$344K - $435K
|
52.8K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.6K- 3.7% |
$470K - $595K
|
535K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.4K- 19.01% |
$489K - $619K
|
91K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.6K- 5.75% |
$494K - $625K
|
354K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30.4K- 2.64% |
$695K - $880K
|
1.12M
$33.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-33.2K- 89.46% |
$758K - $960K
|
3.91K
$116K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38K- 4.14% |
$870K - $1.1M
|
880K
$26.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-43.5K- 21.72% |
$995K - $1.26M
|
157K
$4.65M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-57.2K- 11.36% |
$1.31M - $1.66M
|
447K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-74.3K- 17.01% |
$1.7M - $2.15M
|
363K
$10.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-87K- 73.23% |
$1.99M - $2.52M
|
31.8K
$944K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-162K- 12.88% |
$3.7M - $4.68M
|
1.09M
$32.5M
|