Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) 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
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.79M+ 237.08% |
$67.6M - $75.5M
|
2.54M
$104M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1.66M+ 289.96% |
$62.9M - $70.3M
|
2.23M
$91.3M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.33M+ 91.52% |
$50.2M - $56.1M
|
2.77M
$113M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
683K+ 13.82% |
$25.9M - $28.9M
|
5.63M
$230M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
680K+ 2375.37% |
$25.7M - $28.8M
|
709K
$29M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
511KNew |
$19.4M - $21.6M
|
511K
$20.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
392K+ 12.48% |
$14.8M - $16.6M
|
3.53M
$144M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
313KNew |
$11.8M - $13.2M
|
313K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
308K+ 194.89% |
$11.6M - $13M
|
466K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
295KNew |
$11.2M - $12.5M
|
295K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
264KNew |
$10M - $11.2M
|
264K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
252K+ 8.52% |
$9.53M - $10.6M
|
3.21M
$131M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
215K+ 14.46% |
$8.13M - $9.09M
|
1.7M
$69.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
211K+ 20.86% |
$8M - $8.94M
|
1.22M
$50.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
211K+ 28.55% |
$7.98M - $8.92M
|
949K
$38.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
194K+ 9.62% |
$7.33M - $8.19M
|
2.21M
$90.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
189K+ 260.89% |
$7.15M - $7.99M
|
261K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
189K+ 31.7% |
$7.15M - $7.99M
|
785K
$32.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
182K+ 8.92% |
$6.87M - $7.68M
|
2.22M
$90.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
179K+ 17.48% |
$6.78M - $7.58M
|
1.2M
$49.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
168K+ 19.51% |
$6.34M - $7.08M
|
1.03M
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
162K+ 39.05% |
$6.12M - $6.84M
|
576K
$23.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
154K+ 26.0% |
$5.81M - $6.5M
|
744K
$30.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
151KNew |
$5.72M - $6.39M
|
151K
$6.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
145K+ 34.15% |
$5.5M - $6.15M
|
571K
$23.4M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
141K+ 3.9% |
$5.33M - $5.96M
|
3.76M
$154M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
135K+ 9.66% |
$5.09M - $5.69M
|
1.53M
$62.4M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
133K+ 70.38% |
$5.04M - $5.64M
|
323K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
122K+ 7.0% |
$4.61M - $5.15M
|
1.86M
$76.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
118K+ 10.12% |
$4.47M - $5M
|
1.29M
$52.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
112K+ 23.14% |
$4.23M - $4.72M
|
594K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
109K+ 22.15% |
$4.14M - $4.63M
|
603K
$24.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
106K+ 115959.34% |
$3.99M - $4.46M
|
106K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
104K+ 7.14% |
$3.94M - $4.4M
|
1.56M
$63.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104KNew |
$3.92M - $4.38M
|
104K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
101K+ 13.82% |
$3.84M - $4.29M
|
835K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
97.5K+ 61.17% |
$3.69M - $4.12M
|
257K
$10.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
91.8KNew |
$3.47M - $3.88M
|
91.8K
$3.75M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
86.1K+ 43.43% |
$3.26M - $3.64M
|
284K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
75.2K+ 7.06% |
$2.84M - $3.18M
|
1.14M
$46.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
74.2K+ 25.28% |
$2.81M - $3.14M
|
368K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
68K+ 232.75% |
$2.57M - $2.87M
|
97.1K
$3.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
67.3K+ 12.91% |
$2.55M - $2.85M
|
589K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
67.2K+ 28.61% |
$2.54M - $2.84M
|
302K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67KNew |
$2.54M - $2.83M
|
67K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
57.9K+ 33.64% |
$2.19M - $2.45M
|
230K
$9.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
57.4K+ 5.67% |
$2.17M - $2.43M
|
1.07M
$43.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
57K+ 145.5% |
$2.16M - $2.41M
|
96.2K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
56.1K+ 9.72% |
$2.12M - $2.37M
|
633K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
53.1K+ 4.28% |
$2.01M - $2.25M
|
1.29M
$52.9M
|