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 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-694- 11.31% |
$26.3K - $29.3K
|
5.44K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-731- 6.93% |
$27.7K - $30.9K
|
9.81K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-743- 5.37% |
$28.1K - $31.4K
|
13.1K
$535K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-777- 1.96% |
$29.4K - $32.9K
|
38.8K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-832- 3.77% |
$31.5K - $35.2K
|
21.2K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-905- 4.88% |
$34.2K - $38.3K
|
17.6K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-917- 2.07% |
$34.7K - $38.8K
|
43.3K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 0.6% |
$39.5K - $44.2K
|
174K
$7.12M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.05K- 7.52% |
$39.7K - $44.4K
|
12.9K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.07K- 0.9% |
$40.3K - $45K
|
117K
$4.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.1K- 8.51% |
$41.7K - $46.6K
|
11.9K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.12K- 11.05% |
$42.5K - $47.4K
|
9.04K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 0.98% |
$43.1K - $48.1K
|
115K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 25.49% |
$44.6K - $49.9K
|
3.45K
$141K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-1.25K- 1.3% |
$47.4K - $53K
|
94.8K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.45K- 1.98% |
$54.9K - $61.4K
|
71.7K
$2.93M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.53K- 12.2% |
$57.9K - $64.7K
|
11K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.67K- 4.48% |
$63.3K - $70.8K
|
35.7K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.71K- 3.32% |
$64.8K - $72.4K
|
49.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.73K- 3.34% |
$65.5K - $73.2K
|
50.1K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.82K- 1.81% |
$69K - $77.1K
|
98.8K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-1.87K- 0.49% |
$70.6K - $78.9K
|
376K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 0.47% |
$70.6K - $79K
|
398K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.01K- 7.01% |
$75.9K - $84.9K
|
26.6K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.03K- 1.37% |
$76.7K - $85.8K
|
146K
$5.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.03K- 1.44% |
$76.9K - $85.9K
|
139K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.05K- 26.07% |
$77.5K - $86.6K
|
5.81K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.16K- 9.19% |
$81.9K - $91.5K
|
21.4K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.33K- 4.37% |
$88.2K - $98.6K
|
51.1K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.42K- 3.36% |
$91.5K - $102K
|
69.5K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.47K- 1.81% |
$93.6K - $105K
|
134K
$5.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.52K- 28.42% |
$95.4K - $107K
|
6.35K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.65K- 0.82% |
$100K - $112K
|
320K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-2.72K- 0.8% |
$103K - $115K
|
338K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3K- 11.57% |
$113K - $127K
|
22.9K
$936K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-3.07K- 23.13% |
$116K - $130K
|
10.2K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-3.17K- 4.68% |
$120K - $134K
|
64.5K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.26K- 10.22% |
$123K - $138K
|
28.7K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.48K- 5.67% |
$132K - $147K
|
57.8K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.54K- 5.24% |
$134K - $150K
|
63.9K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.58K- 3.82% |
$136K - $152K
|
90.2K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.7K- 2.19% |
$140K - $157K
|
165K
$6.75M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.72K- 24.14% |
$141K - $157K
|
11.7K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.29K- 2.46% |
$162K - $181K
|
170K
$6.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-4.92K- 5.55% |
$186K - $208K
|
83.6K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-5.18K- 2.76% |
$196K - $219K
|
182K
$7.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-5.37K- 15.18% |
$203K - $227K
|
30K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-5.41K- 5.65% |
$205K - $229K
|
90.4K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.46K- 7.02% |
$206K - $231K
|
72.2K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.64K- 5.76% |
$213K - $238K
|
92.2K
$3.77M
|