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 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.24K+ 6.44% |
$236K - $264K
|
103K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
6.23KNew |
$236K - $263K
|
6.23K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.21KNew |
$235K - $262K
|
6.21K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.93K+ 1.95% |
$224K - $251K
|
310K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.91K+ 224.42% |
$224K - $250K
|
8.54K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.91K+ 1.25% |
$223K - $250K
|
480K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.86KNew |
$222K - $248K
|
5.86K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.83K+ 11.95% |
$221K - $247K
|
54.6K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.72KNew |
$216K - $242K
|
5.72K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.59K+ 91.13% |
$211K - $236K
|
11.7K
$479K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.44KNew |
$206K - $230K
|
5.44K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.38KNew |
$204K - $228K
|
5.38K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.27K+ 7.49% |
$199K - $223K
|
75.6K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
5.24K+ 14.23% |
$198K - $222K
|
42.1K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5K+ 0.83% |
$189K - $211K
|
604K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.96K+ 1.8% |
$188K - $210K
|
281K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.57KNew |
$173K - $193K
|
4.57K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.3K+ 0.82% |
$163K - $182K
|
526K
$21.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.28K+ 40.2% |
$162K - $181K
|
14.9K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.16K+ 17.41% |
$158K - $176K
|
28.1K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.08K+ 4.71% |
$154K - $173K
|
90.7K
$3.71M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.87K+ 12.18% |
$146K - $164K
|
35.6K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.86K+ 2.5% |
$146K - $163K
|
158K
$6.48M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.85K+ 3.26% |
$146K - $163K
|
122K
$4.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.84K+ 0.77% |
$145K - $162K
|
501K
$20.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.56K+ 2.41% |
$135K - $151K
|
152K
$6.2M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.54K+ 0.13% |
$134K - $150K
|
2.7M
$110M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.53K+ 1.31% |
$133K - $149K
|
272K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.35K+ 2.53% |
$127K - $142K
|
136K
$5.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.21K+ 19.8% |
$121K - $136K
|
19.4K
$793K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.09K+ 5.84% |
$117K - $131K
|
56K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.96K+ 1.7% |
$112K - $125K
|
177K
$7.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.95K+ 2.15% |
$111K - $125K
|
140K
$5.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.87K+ 1.29% |
$109K - $121K
|
226K
$9.23M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.85K+ 0.71% |
$108K - $121K
|
402K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.76K+ 2.45% |
$105K - $117K
|
116K
$4.73M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.72KNew |
$103K - $115K
|
2.72K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.72K+ 5.32% |
$103K - $115K
|
53.8K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 28.19% |
$98.6K - $110K
|
11.8K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.58K+ 22.57% |
$97.5K - $109K
|
14K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.57K+ 1.29% |
$97.1K - $108K
|
201K
$8.21M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.46K+ 5.44% |
$93K - $104K
|
47.7K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.44K+ 33.24% |
$92.4K - $103K
|
9.79K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
2.38K+ 7.88% |
$90.1K - $101K
|
32.6K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.26K+ 11.81% |
$85.4K - $95.4K
|
21.4K
$873K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.09KNew |
$79K - $88.3K
|
2.09K
$85.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03K+ 3.83% |
$76.9K - $86K
|
55.1K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.95KNew |
$73.7K - $82.3K
|
1.95K
$79.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.85K+ 5.63% |
$69.9K - $78.2K
|
34.7K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.79K+ 11.02% |
$67.7K - $75.6K
|
18K
$736K
|