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 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-2.96K- 1.94% |
$101K - $126K
|
150K
$6.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.11K- 17.65% |
$106K - $132K
|
14.5K
$627K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.24K- 20.31% |
$110K - $137K
|
12.7K
$548K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-3.27K- 6.47% |
$111K - $139K
|
47.3K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-3.38K- 0.53% |
$115K - $143K
|
636K
$27.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.69K- 16.12% |
$126K - $156K
|
19.2K
$830K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.54K- 46.49% |
$154K - $192K
|
5.22K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.05K- 5.02% |
$172K - $214K
|
95.5K
$4.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.24K- 11.21% |
$178K - $222K
|
41.5K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-5.44K- 45.92% |
$185K - $231K
|
6.41K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.46K- 14.49% |
$220K - $274K
|
38.1K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.79K- 21.45% |
$265K - $330K
|
28.5K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-9.18K- 8.47% |
$312K - $389K
|
99.2K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-10.6K- 4.64% |
$361K - $450K
|
218K
$9.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-10.9K- 1.79% |
$371K - $461K
|
598K
$25.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.4K- 11.82% |
$387K - $482K
|
84.9K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.5K- 2.37% |
$424K - $528K
|
513K
$22.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 6.17% |
$446K - $555K
|
199K
$8.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-15.1K- 4.1% |
$514K - $639K
|
353K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-16.5K- 56.04% |
$562K - $699K
|
12.9K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-22.1K- 23.26% |
$751K - $934K
|
72.8K
$3.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-26.1K- 2.79% |
$890K - $1.11M
|
909K
$39.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-31K- 9.89% |
$1.05M - $1.31M
|
282K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-31.8K- 2.47% |
$1.08M - $1.35M
|
1.25M
$54.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40K- 24.22% |
$1.36M - $1.69M
|
125K
$5.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-43.4K- 31.36% |
$1.48M - $1.84M
|
95K
$4.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-67.4K- 8.07% |
$2.29M - $2.85M
|
768K
$33.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-102K- 4.54% |
$3.46M - $4.3M
|
2.13M
$92.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-106K- 42.55% |
$3.6M - $4.48M
|
143K
$6.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-106K- 4.79% |
$3.62M - $4.5M
|
2.11M
$91.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-295K- 7.86% |
$10.1M - $12.5M
|
3.46M
$150M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-335K- 19.7% |
$11.4M - $14.2M
|
1.37M
$59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-394K- 79.02% |
$13.4M - $16.7M
|
105K
$4.52M
|