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 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
52.4K+ 2.73% |
$1.98M - $2.22M
|
1.98M
$80.7M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
52.1K+ 11.99% |
$1.97M - $2.2M
|
487K
$19.9M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
51.5K+ 5.35% |
$1.95M - $2.18M
|
1.01M
$41.4M
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
49.2K+ 7.38% |
$1.86M - $2.08M
|
716K
$29.3M
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
47.4K+ 89.16% |
$1.79M - $2M
|
101K
$4.11M
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
47.2K+ 5.32% |
$1.79M - $2M
|
935K
$38.2M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
46.6KNew |
$1.76M - $1.97M
|
46.6K
$1.9M
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
45.7K+ 6.25% |
$1.73M - $1.93M
|
778K
$31.8M
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
42.9K+ 7.19% |
$1.62M - $1.81M
|
639K
$26.1M
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
42.4K+ 6.66% |
$1.6M - $1.79M
|
679K
$27.7M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
41.8K+ 8.23% |
$1.58M - $1.77M
|
549K
$22.5M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
41.4K+ 5.83% |
$1.57M - $1.75M
|
751K
$30.7M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.4K+ 5.15% |
$1.57M - $1.75M
|
846K
$34.6M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
41K+ 18.94% |
$1.55M - $1.74M
|
258K
$10.5M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
39.2K+ 147.4% |
$1.48M - $1.66M
|
65.8K
$2.69M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
38.2KNew |
$1.45M - $1.62M
|
38.2K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
37.7K+ 13.7% |
$1.43M - $1.59M
|
313K
$12.8M
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
37.1K+ 40.59% |
$1.4M - $1.57M
|
129K
$5.26M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
36.3KNew |
$1.37M - $1.54M
|
36.3K
$1.48M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.8K+ 29.51% |
$1.36M - $1.52M
|
157K
$6.43M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35.1K+ 4.73% |
$1.33M - $1.49M
|
778K
$31.8M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
35K+ 146.09% |
$1.32M - $1.48M
|
59K
$2.41M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.4K+ 44.72% |
$1.23M - $1.37M
|
105K
$4.29M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
32K+ 7.71% |
$1.21M - $1.35M
|
447K
$18.3M
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
29.9K+ 7.16% |
$1.13M - $1.26M
|
448K
$18.3M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29.7K+ 18.48% |
$1.12M - $1.26M
|
191K
$7.79M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.1K+ 10.21% |
$1.1M - $1.23M
|
314K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.6K+ 2.79% |
$1.08M - $1.21M
|
1.06M
$43.2M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
28.5K+ 9.78% |
$1.08M - $1.21M
|
320K
$13.1M
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28.2K+ 12.8% |
$1.07M - $1.19M
|
248K
$10.1M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
27.1K+ 128.07% |
$1.03M - $1.15M
|
48.3K
$1.97M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.6K+ 10.96% |
$1.01M - $1.13M
|
270K
$11M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 19.53% |
$954K - $1.07M
|
154K
$6.31M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24.2K+ 483.01% |
$915K - $1.02M
|
29.2K
$1.19M
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
24K+ 11.73% |
$910K - $1.02M
|
229K
$9.35M
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23K+ 8.0% |
$871K - $974K
|
311K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23K+ 6.33% |
$869K - $971K
|
386K
$15.8M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
22.9K+ 11.5% |
$867K - $969K
|
222K
$9.07M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22K+ 3.79% |
$832K - $930K
|
603K
$24.6M
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
21.2K+ 3.89% |
$801K - $896K
|
566K
$23.1M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
20.9K+ 31.93% |
$790K - $883K
|
86.3K
$3.53M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.9K+ 15.4% |
$790K - $883K
|
156K
$6.39M
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20.8K+ 21.43% |
$788K - $881K
|
118K
$4.82M
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
20.7K+ 21.72% |
$783K - $875K
|
116K
$4.74M
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
20.3K+ 12.04% |
$770K - $860K
|
189K
$7.74M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.2K+ 22.87% |
$764K - $853K
|
108K
$4.43M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.8K+ 23.94% |
$751K - $839K
|
103K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.2KNew |
$728K - $814K
|
19.2K
$787K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.4K+ 5.1% |
$696K - $778K
|
379K
$15.5M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
18.3K+ 23.27% |
$692K - $773K
|
96.9K
$3.96M
|