Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.33KNew |
$318K - $395K
|
9.33K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.93K+ 17.83% |
$304K - $378K
|
59K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.74K+ 9.98% |
$297K - $370K
|
96.3K
$4.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 44.14% |
$294K - $366K
|
28.2K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.83KNew |
$267K - $332K
|
7.83K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.38K+ 12715.52% |
$251K - $312K
|
7.43K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.21K+ 24.18% |
$245K - $305K
|
37K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.86K+ 2.8% |
$233K - $291K
|
252K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.66KNew |
$227K - $282K
|
6.66K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.33K+ 1.58% |
$215K - $268K
|
407K
$17.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72K+ 3.7% |
$195K - $242K
|
160K
$6.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.41KNew |
$184K - $229K
|
5.41K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.38K+ 7.09% |
$183K - $228K
|
81.2K
$3.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.36K+ 4.7% |
$182K - $227K
|
119K
$5.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.17KNew |
$176K - $219K
|
5.17K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4.41K+ 9.26% |
$150K - $187K
|
52.1K
$2.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.54K+ 3.65% |
$121K - $150K
|
101K
$4.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.3K+ 2.26% |
$112K - $140K
|
149K
$6.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.9K+ 8.02% |
$98.8K - $123K
|
39.1K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.55K+ 1.19% |
$86.9K - $108K
|
217K
$9.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 2.94% |
$86.4K - $108K
|
88.8K
$3.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.34K+ 2.1% |
$79.7K - $99.2K
|
114K
$4.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.31K+ 1.02% |
$78.7K - $98K
|
228K
$9.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.17K+ 1.81% |
$73.9K - $92K
|
122K
$5.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.04K+ 3.64% |
$69.3K - $86.3K
|
58K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.43K+ 7.37% |
$48.7K - $60.6K
|
20.8K
$900K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.27K+ 3.55% |
$43.1K - $53.7K
|
36.9K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.19K+ 3.1% |
$40.3K - $50.2K
|
39.4K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.1K+ 0.81% |
$37.6K - $46.8K
|
137K
$5.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.01K+ 0.64% |
$34.3K - $42.7K
|
159K
$6.89M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
996+ 0.4% |
$33.9K - $42.2K
|
252K
$10.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
770+ 6.35% |
$26.2K - $32.6K
|
12.9K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
648+ 4.36% |
$22.1K - $27.4K
|
15.5K
$670K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
614+ 6.27% |
$20.9K - $26K
|
10.4K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
606+ 0.08% |
$20.6K - $25.7K
|
796K
$34.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.7% |
$20.4K - $25.4K
|
22.8K
$986K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
559+ 1.55% |
$19K - $23.7K
|
36.5K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
510+ 0.56% |
$17.4K - $21.6K
|
91.2K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
500+ 4.91% |
$17K - $21.2K
|
10.7K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
425+ 0.56% |
$14.5K - $18K
|
76K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
369+ 1.36% |
$12.6K - $15.6K
|
27.4K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
368+ 2.79% |
$12.5K - $15.6K
|
13.5K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
314+ 2.17% |
$10.7K - $13.3K
|
14.8K
$637K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
209+ 1.67% |
$7.11K - $8.85K
|
12.7K
$550K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
206+ 2.53% |
$7.01K - $8.73K
|
8.35K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
151+ 0.68% |
$5.14K - $6.4K
|
22.4K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
97+ 1.14% |
$3.3K - $4.11K
|
8.64K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
87+ 0.76% |
$2.96K - $3.69K
|
11.5K
$498K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
78+ 1.2% |
$2.66K - $3.3K
|
6.57K
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
78+ 1.29% |
$2.66K - $3.3K
|
6.13K
$265K
|