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
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.99K- 27.31% |
$226K - $253K
|
15.9K
$651K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6.17K- 52.64% |
$234K - $261K
|
5.55K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.36K- 0.8% |
$241K - $269K
|
791K
$32.3M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.62K- 56.1% |
$251K - $280K
|
5.18K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-6.64K- 4.47% |
$251K - $281K
|
142K
$5.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.85K- 44.48% |
$259K - $290K
|
8.55K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.32K- 43.17% |
$277K - $310K
|
9.64K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7.76K- 2.05% |
$293K - $328K
|
371K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 17.96% |
$302K - $337K
|
36.5K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-9.77K- 1.03% |
$370K - $413K
|
940K
$38.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.98K- 18.29% |
$378K - $422K
|
44.6K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10K- 29.11% |
$378K - $423K
|
24.4K
$995K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 56.56% |
$381K - $426K
|
7.74K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-10.9K- 66.6% |
$412K - $461K
|
5.46K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.9K- 46.91% |
$487K - $544K
|
14.6K
$595K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13.1K- 70.95% |
$495K - $553K
|
5.35K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 9.97% |
$500K - $559K
|
119K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-14.4K- 25.7% |
$546K - $610K
|
41.7K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-15.8K- 27.06% |
$597K - $667K
|
42.5K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-19.9K- 4.38% |
$753K - $842K
|
434K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 2.89% |
$759K - $849K
|
675K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-20.9K- 2.23% |
$789K - $882K
|
914K
$37.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.2K- 31.23% |
$802K - $897K
|
46.7K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.1K- 44.9% |
$835K - $933K
|
27.1K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-23.4K- 52.33% |
$885K - $990K
|
21.3K
$871K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-23.4K- 19.56% |
$886K - $990K
|
96.3K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.1K- 60.22% |
$1.03M - $1.15M
|
17.9K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-27.7K- 5.3% |
$1.05M - $1.17M
|
495K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-29K- 77.82% |
$1.1M - $1.23M
|
8.27K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29.8K- 5.91% |
$1.13M - $1.26M
|
475K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-31K- 4.86% |
$1.17M - $1.31M
|
607K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-34.8K- 1.88% |
$1.32M - $1.47M
|
1.81M
$74.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-35K- 20.19% |
$1.33M - $1.48M
|
138K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.7K- 96.7% |
$1.5M - $1.68M
|
1.36K
$55.4K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-42.6K- 45.88% |
$1.61M - $1.8M
|
50.3K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-45.6K- 3.43% |
$1.73M - $1.93M
|
1.28M
$52.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-49K- 4.96% |
$1.86M - $2.07M
|
940K
$38.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53.3K- 24.58% |
$2.02M - $2.25M
|
163K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.7K- 35.36% |
$2.03M - $2.27M
|
98.1K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-75.2K- 11.44% |
$2.84M - $3.18M
|
582K
$23.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-88.1K- 88.34% |
$3.33M - $3.73M
|
11.6K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-89.8K- 20.34% |
$3.4M - $3.8M
|
352K
$14.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-115K- 15.95% |
$4.37M - $4.88M
|
608K
$24.9M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-116K- 3.17% |
$4.37M - $4.89M
|
3.52M
$144M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-125K- 14.84% |
$4.74M - $5.3M
|
719K
$29.4M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-127K- 4.44% |
$4.82M - $5.39M
|
2.75M
$112M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-235K- 17.9% |
$8.91M - $9.96M
|
1.08M
$44.1M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-243K- 32.53% |
$9.19M - $10.3M
|
504K
$20.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-711K- 96.13% |
$26.9M - $30.1M
|
28.6K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-745K- 99.94% |
$28.2M - $31.5M
|
421
$17.2K
|