Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.01MNew |
$297M - $322M
|
7.01M
$323M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
297K+ 14.07% |
$12.6M - $13.7M
|
2.41M
$111M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
168K+ 3.87% |
$7.11M - $7.7M
|
4.5M
$208M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
147KNew |
$6.22M - $6.74M
|
147K
$6.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
144K+ 4.15% |
$6.09M - $6.6M
|
3.61M
$166M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
109KNew |
$4.61M - $5M
|
109K
$5.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
109K+ 8.35% |
$4.61M - $4.99M
|
1.41M
$65.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
108K+ 5.56% |
$4.56M - $4.94M
|
2.04M
$94.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
101K+ 24.14% |
$4.3M - $4.66M
|
522K
$24.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
91K+ 10.01% |
$3.86M - $4.18M
|
1M
$46.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
89.5K+ 7.07% |
$3.8M - $4.11M
|
1.36M
$62.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
89.4K+ 4.46% |
$3.79M - $4.11M
|
2.09M
$96.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
82.7K+ 5.11% |
$3.51M - $3.8M
|
1.7M
$78.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
80.4KNew |
$3.41M - $3.7M
|
80.4K
$3.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
79.3K+ 34.52% |
$3.37M - $3.65M
|
309K
$14.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
76K+ 11.62% |
$3.22M - $3.49M
|
730K
$33.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
75.8K+ 2.8% |
$3.21M - $3.48M
|
2.79M
$129M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
60.9K+ 14.41% |
$2.58M - $2.8M
|
484K
$22.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
57.7K+ 11.98% |
$2.45M - $2.65M
|
539K
$24.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
57.5K+ 673.22% |
$2.44M - $2.64M
|
66.1K
$3.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
56.1K+ 2.63% |
$2.38M - $2.58M
|
2.19M
$101M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55.8K+ 6.69% |
$2.36M - $2.56M
|
889K
$41M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
49.6K+ 3.3% |
$2.1M - $2.28M
|
1.55M
$71.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
45K+ 832.66% |
$1.91M - $2.07M
|
50.4K
$2.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
42.9K+ 13.55% |
$1.82M - $1.97M
|
359K
$16.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
41.1K+ 17.42% |
$1.74M - $1.89M
|
277K
$12.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
33.9K+ 5.41% |
$1.44M - $1.56M
|
659K
$30.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
33.7K+ 4.85% |
$1.43M - $1.55M
|
728K
$33.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33K+ 20.62% |
$1.4M - $1.52M
|
193K
$8.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
33K+ 5.62% |
$1.4M - $1.52M
|
619K
$28.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.9K+ 21.0% |
$1.35M - $1.46M
|
184K
$8.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
31.8K+ 12.68% |
$1.35M - $1.46M
|
282K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
30.7K+ 22.32% |
$1.3M - $1.41M
|
168K
$7.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
30.3KNew |
$1.29M - $1.39M
|
30.3K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 124.16% |
$1.12M - $1.22M
|
47.7K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
24.6K+ 4.79% |
$1.04M - $1.13M
|
539K
$24.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$1.04M - $1.12M
|
24.4K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
24.3K+ 2.36% |
$1.03M - $1.11M
|
1.05M
$48.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
23.6K+ 10.85% |
$1M - $1.08M
|
241K
$11.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.3K+ 11.67% |
$986K - $1.07M
|
223K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
18.3K+ 8.75% |
$777K - $842K
|
228K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
17.7K+ 310.54% |
$752K - $815K
|
23.4K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
17.4K+ 1.93% |
$737K - $798K
|
919K
$42.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 18.1% |
$733K - $794K
|
113K
$5.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
16.2K+ 1.68% |
$685K - $742K
|
977K
$45.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.1K+ 21.79% |
$641K - $694K
|
84.4K
$3.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14K+ 1.71% |
$596K - $646K
|
838K
$38.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.9K+ 13.98% |
$592K - $641K
|
114K
$5.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7K+ 88.6% |
$582K - $631K
|
29.2K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13.7K+ 105.46% |
$579K - $627K
|
26.6K
$1.23M
|