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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
17.5K+ 13.88% |
$663K - $741K
|
144K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.2K+ 3.63% |
$652K - $729K
|
492K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.1KNew |
$647K - $723K
|
17.1K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 8.3% |
$644K - $720K
|
222K
$9.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16.9KNew |
$638K - $713K
|
16.9K
$689K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
16.6K+ 7.55% |
$627K - $701K
|
236K
$9.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
15.9K+ 1.85% |
$601K - $671K
|
876K
$35.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.6K+ 5.61% |
$589K - $658K
|
293K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$562K - $628K
|
14.8K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
14.8KNew |
$561K - $627K
|
14.8K
$606K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
14.6K+ 67.47% |
$552K - $617K
|
36.2K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.5K+ 3.76% |
$549K - $613K
|
401K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9K+ 24.82% |
$526K - $588K
|
69.9K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13.3K+ 7.13% |
$502K - $561K
|
199K
$8.15M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
12.6K+ 8.49% |
$477K - $534K
|
161K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.1K+ 2.76% |
$457K - $511K
|
450K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 3.59% |
$451K - $504K
|
344K
$14.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.9K+ 15.75% |
$451K - $504K
|
87.5K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.9K+ 0.99% |
$450K - $502K
|
1.22M
$49.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.5K+ 2.36% |
$435K - $486K
|
499K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11K+ 15.43% |
$416K - $465K
|
82.3K
$3.36M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
10.9KNew |
$412K - $460K
|
10.9K
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.9K+ 5.47% |
$411K - $459K
|
209K
$8.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
10.6K+ 8.8% |
$402K - $449K
|
131K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
10.6KNew |
$401K - $448K
|
10.6K
$433K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 2.05% |
$390K - $435K
|
513K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.99K+ 390.77% |
$378K - $423K
|
12.5K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.92K+ 4.73% |
$375K - $419K
|
220K
$8.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.62K+ 19.72% |
$364K - $407K
|
58.4K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.6K+ 4.73% |
$363K - $406K
|
212K
$8.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.4KNew |
$356K - $397K
|
9.4K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.23KNew |
$349K - $390K
|
9.23K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.2KNew |
$348K - $389K
|
9.2K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.93KNew |
$338K - $378K
|
8.93K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.66KNew |
$328K - $366K
|
8.66K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8.5K+ 47.3% |
$322K - $359K
|
26.5K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8.3K+ 9.63% |
$314K - $351K
|
94.5K
$3.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.13K+ 12.2% |
$308K - $344K
|
74.8K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
8.01KNew |
$303K - $339K
|
8.01K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.92K+ 15.3% |
$300K - $335K
|
59.6K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.44K+ 4.26% |
$282K - $315K
|
182K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.24K+ 13.41% |
$274K - $306K
|
61.2K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
7.18K+ 7.21% |
$272K - $304K
|
107K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.16K+ 278.44% |
$271K - $303K
|
9.73K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 1.32% |
$267K - $299K
|
541K
$22.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
6.78KNew |
$257K - $287K
|
6.78K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.64K+ 19.95% |
$251K - $281K
|
39.9K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.5K+ 6.05% |
$246K - $275K
|
114K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48K+ 31.6% |
$245K - $274K
|
27K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.27K+ 21.81% |
$237K - $265K
|
35K
$1.43M
|