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 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
75+ 1.06% |
$2.55K - $3.18K
|
7.14K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
71+ 0.1% |
$2.42K - $3.01K
|
71.8K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48+ 0.34% |
$1.63K - $2.03K
|
14.2K
$612K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
31+ 0.15% |
$1.06K - $1.31K
|
21.2K
$914K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
28+ 0.28% |
$953 - $1.19K
|
9.95K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
22+ 0.22% |
$749 - $932
|
9.84K
$425K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
21+ 0.25% |
$715 - $890
|
8.29K
$358K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.27% |
$613 - $762
|
6.74K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$408 - $508
|
12
$519
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$170 - $212
|
20.6K
$891K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.03% |
$136 - $169
|
11.7K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.02% |
$68.1 - $84.7
|
9.46K
$409K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2+ 0.09% |
$68.1 - $84.7
|
2.35K
$102K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16- 0.12% |
$545 - $678
|
13.1K
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-25- 0.23% |
$851 - $1.06K
|
10.9K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-27- 0.03% |
$919 - $1.14K
|
83.6K
$3.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-29- 0.05% |
$987 - $1.23K
|
53K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-38- 33.93% |
$1.29K - $1.61K
|
74
$3.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-52- 0.16% |
$1.77K - $2.2K
|
33.2K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-61- 0.64% |
$2.08K - $2.58K
|
9.45K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-84- 0.06% |
$2.86K - $3.56K
|
140K
$6.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.37% |
$4.36K - $5.42K
|
34.6K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-156- 0.37% |
$5.31K - $6.61K
|
41.5K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-192- 2.67% |
$6.54K - $8.13K
|
7K
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-215- 51.56% |
$7.32K - $9.11K
|
202
$8.73K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-250- 1.91% |
$8.51K - $10.6K
|
12.8K
$555K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-298- 1.68% |
$10.1K - $12.6K
|
17.4K
$752K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-309- 1.17% |
$10.5K - $13.1K
|
26.2K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-310- 2.52% |
$10.6K - $13.1K
|
12K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-360- 5.93% |
$12.3K - $15.2K
|
5.71K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-567- 0.41% |
$19.3K - $24K
|
138K
$5.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-575- 8.98% |
$19.6K - $24.4K
|
5.83K
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-915- 0.99% |
$31.1K - $38.8K
|
91.3K
$3.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-955- 11.02% |
$32.5K - $40.5K
|
7.71K
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.03K- 0.56% |
$35.1K - $43.6K
|
184K
$7.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.19K- 1.2% |
$40.5K - $50.4K
|
97.6K
$4.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 1.04% |
$40.8K - $50.8K
|
114K
$4.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.2K- 14.04% |
$40.8K - $50.8K
|
7.35K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.21K- 4.24% |
$41.3K - $51.4K
|
27.4K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.21K- 1.35% |
$41.3K - $51.4K
|
89K
$3.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 15.05% |
$45.2K - $56.2K
|
7.49K
$324K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.34K- 2.04% |
$45.7K - $56.8K
|
64.4K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-1.58K- 0.47% |
$53.9K - $67.1K
|
336K
$14.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.69K- 62.11% |
$57.5K - $71.6K
|
1.03K
$44.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.77K- 5.03% |
$60.4K - $75.1K
|
33.5K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-2.39K- 3.7% |
$81.3K - $101K
|
62.1K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-2.64K- 0.45% |
$89.8K - $112K
|
586K
$25.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.65K- 3.54% |
$90.2K - $112K
|
72.1K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.76K- 21.74% |
$93.8K - $117K
|
9.92K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.88K- 4.14% |
$98.1K - $122K
|
66.6K
$2.88M
|