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 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
1.73K+ 0.69% |
$65.5K - $73.2K
|
251K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.64K+ 1.05% |
$62.1K - $69.4K
|
158K
$6.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 9.27% |
$56.8K - $63.5K
|
17.7K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.48K+ 0.25% |
$56.2K - $62.8K
|
587K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 1.29% |
$52.1K - $58.3K
|
108K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 12.02% |
$46.5K - $52K
|
11.5K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.45% |
$42K - $46.9K
|
245K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
995+ 0.5% |
$37.7K - $42.1K
|
201K
$8.2M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
970+ 4.83% |
$36.7K - $41K
|
21K
$860K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
948+ 13.63% |
$35.9K - $40.1K
|
7.9K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
914+ 1.22% |
$34.6K - $38.7K
|
75.8K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
900+ 0.11% |
$34.1K - $38.1K
|
796K
$32.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
861+ 2.53% |
$32.6K - $36.4K
|
34.8K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
807+ 1.12% |
$30.5K - $34.1K
|
72.8K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
794+ 10.09% |
$30K - $33.6K
|
8.67K
$354K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
668+ 12.82% |
$25.3K - $28.2K
|
5.88K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
592+ 6.38% |
$22.4K - $25K
|
9.87K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
569+ 7.2% |
$21.5K - $24.1K
|
8.47K
$346K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
535+ 0.66% |
$20.2K - $22.6K
|
81.6K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
514+ 0.81% |
$19.4K - $21.7K
|
63.6K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
500+ 0.23% |
$18.9K - $21.1K
|
214K
$8.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
477+ 5.91% |
$18K - $20.2K
|
8.55K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
475+ 9.1% |
$18K - $20.1K
|
5.7K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
461+ 0.32% |
$17.4K - $19.5K
|
145K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
455+ 2.17% |
$17.2K - $19.2K
|
21.5K
$877K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
414+ 1.89% |
$15.7K - $17.5K
|
22.3K
$910K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
398+ 4.09% |
$15.1K - $16.8K
|
10.1K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
372+ 0.34% |
$14.1K - $15.7K
|
111K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
355+ 0.49% |
$13.4K - $15K
|
72.8K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
282+ 0.74% |
$10.7K - $11.9K
|
38.5K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
273+ 2.46% |
$10.3K - $11.5K
|
11.4K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
231+ 0.65% |
$8.74K - $9.77K
|
36K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
160+ 0.36% |
$6.05K - $6.77K
|
44.9K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
150+ 0.75% |
$5.68K - $6.34K
|
20.2K
$827K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
112New |
$4.24K - $4.74K
|
112
$4.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
110+ 1.58% |
$4.16K - $4.65K
|
7.06K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
110+ 0.3% |
$4.16K - $4.65K
|
36.4K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
109+ 0.21% |
$4.12K - $4.61K
|
52.4K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
102New |
$3.86K - $4.31K
|
102
$4.17K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
76+ 0.14% |
$2.88K - $3.21K
|
55.1K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
61+ 0.18% |
$2.31K - $2.58K
|
34.8K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50+ 0.57% |
$1.89K - $2.11K
|
8.82K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
44+ 0.13% |
$1.66K - $1.86K
|
33.6K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
37New |
$1.4K - $1.56K
|
37
$1.51K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
34+ 0.23% |
$1.29K - $1.44K
|
14.6K
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
34+ 0.17% |
$1.29K - $1.44K
|
19.6K
$800K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
27+ 23.28% |
$1.02K - $1.14K
|
143
$5.84K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
22+ 0.22% |
$832 - $930
|
9.92K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 0.23% |
$719 - $804
|
8.34K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
18+ 0.22% |
$681 - $761
|
8.14K
$333K
|