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
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.15% |
$643 - $719
|
11.4K
$467K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
16+ 0.01% |
$605 - $677
|
120K
$4.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.24% |
$605 - $677
|
6.73K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
15+ 0.13% |
$568 - $634
|
11.9K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$492 - $550
|
13
$531
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
11+ 0.5% |
$416 - $465
|
2.22K
$90.7K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7+ 0.1% |
$265 - $296
|
7.19K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6+ 0.09% |
$227 - $254
|
6.56K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$189 - $211
|
20.6K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4+ 0.05% |
$151 - $169
|
8.17K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3+ 0.42% |
$114 - $127
|
723
$29.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.01% |
$114 - $127
|
29.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.01% |
$75.7 - $84.6
|
14.6K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2+ 0.01% |
$75.7 - $84.6
|
32.8K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.05% |
$37.8 - $42.3
|
1.95K
$79.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$37.8 - $42.3
|
417
$17K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.0% |
$37.8 - $42.3
|
26.7K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- 0.01% |
$37.8 - $42.3
|
9.3K
$380K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-10- 0.01% |
$378 - $423
|
185K
$7.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28- 0.2% |
$1.06K - $1.18K
|
14.1K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-33- 0.17% |
$1.25K - $1.4K
|
19.6K
$800K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-48- 4.79% |
$1.82K - $2.03K
|
954
$39K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.29% |
$1.89K - $2.11K
|
17.1K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 0.7% |
$2.46K - $2.75K
|
9.24K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-88- 0.29% |
$3.33K - $3.72K
|
29.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-97- 0.6% |
$3.67K - $4.1K
|
16.1K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-101- 0.13% |
$3.82K - $4.27K
|
78K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-119- 0.22% |
$4.5K - $5.03K
|
52.8K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-120- 0.9% |
$4.54K - $5.07K
|
13.2K
$538K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-157- 0.47% |
$5.94K - $6.64K
|
33.4K
$1.37M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-200- 0.39% |
$7.57K - $8.46K
|
50.5K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-209- 14.47% |
$7.91K - $8.84K
|
1.24K
$50.5K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-230- 1.08% |
$8.7K - $9.73K
|
21.1K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-233- 3.85% |
$8.82K - $9.85K
|
5.82K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-234- 6.11% |
$8.85K - $9.9K
|
3.6K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-260- 2.59% |
$9.84K - $11K
|
9.76K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-268- 2.75% |
$10.1K - $11.3K
|
9.46K
$387K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-280- 0.53% |
$10.6K - $11.8K
|
53K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-332- 2.42% |
$12.6K - $14K
|
13.4K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-337- 0.81% |
$12.8K - $14.3K
|
41.4K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-345- 2.73% |
$13.1K - $14.6K
|
12.3K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-382- 2.92% |
$14.5K - $16.2K
|
12.7K
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-410- 3.27% |
$15.5K - $17.3K
|
12.1K
$496K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-437- 3.32% |
$16.5K - $18.5K
|
12.7K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-476- 1.28% |
$18K - $20.1K
|
36.8K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-498- 1.44% |
$18.8K - $21.1K
|
34.2K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-505- 1.42% |
$19.1K - $21.4K
|
35K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-659- 9.33% |
$24.9K - $27.9K
|
6.41K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-677- 2.0% |
$25.6K - $28.6K
|
33.2K
$1.36M
|