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 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13.7K+ 105.46% |
$579K - $627K
|
26.6K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.5K+ 100.8% |
$571K - $618K
|
26.8K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
13.1K+ 4.96% |
$557K - $603K
|
278K
$12.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.4KNew |
$526K - $570K
|
12.4K
$573K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.1K+ 7.08% |
$469K - $508K
|
167K
$7.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.7K+ 3.5% |
$453K - $490K
|
315K
$14.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
10K+ 7.18% |
$425K - $461K
|
150K
$6.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.99K+ 2.83% |
$424K - $459K
|
363K
$16.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.87K+ 13.68% |
$419K - $454K
|
82K
$3.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.91K+ 15.9% |
$378K - $409K
|
65K
$3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.7K+ 30.48% |
$369K - $400K
|
37.2K
$1.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
8.57KNew |
$363K - $394K
|
8.57K
$395K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.42K+ 6.02% |
$357K - $387K
|
148K
$6.84M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.39K+ 1.44% |
$356K - $385K
|
590K
$27.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7.88K+ 17.63% |
$334K - $362K
|
52.5K
$2.42M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.63KNew |
$323K - $350K
|
7.63K
$352K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.62K+ 1.49% |
$323K - $350K
|
521K
$24M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.93K+ 0.51% |
$294K - $318K
|
1.37M
$63.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.6K+ 7.43% |
$280K - $303K
|
95.4K
$4.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.99K+ 66.31% |
$254K - $275K
|
15K
$693K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.95KNew |
$253K - $274K
|
5.95K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
5.88K+ 2.58% |
$250K - $270K
|
234K
$10.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
5.59K+ 5.81% |
$237K - $257K
|
102K
$4.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.21K+ 1.59% |
$221K - $240K
|
333K
$15.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.21KNew |
$221K - $239K
|
5.21K
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.19K+ 5.32% |
$220K - $238K
|
103K
$4.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.18KNew |
$220K - $238K
|
5.18K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.98K+ 4.17% |
$211K - $229K
|
124K
$5.74M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.9K+ 3.98% |
$208K - $225K
|
128K
$5.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.69K+ 0.85% |
$199K - $215K
|
559K
$25.8M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.57KNew |
$194K - $210K
|
4.57K
$211K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.3K+ 2.54% |
$182K - $197K
|
173K
$7.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.28K+ 12.83% |
$182K - $197K
|
37.6K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.76K+ 1.56% |
$160K - $173K
|
246K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.63K+ 9.93% |
$154K - $167K
|
40.2K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.35K+ 24.71% |
$142K - $154K
|
16.9K
$779K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.21K+ 0.99% |
$136K - $148K
|
328K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.02KNew |
$128K - $139K
|
3.02K
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3K+ 5.52% |
$127K - $138K
|
57.4K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.99K+ 1.19% |
$127K - $137K
|
255K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.89K+ 8.44% |
$122K - $133K
|
37.1K
$1.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.69K+ 14.29% |
$114K - $124K
|
21.5K
$994K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.67K+ 2.77% |
$113K - $123K
|
99.1K
$4.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 0.48% |
$106K - $115K
|
521K
$24.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.43K+ 1.09% |
$103K - $112K
|
227K
$10.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
2.3K+ 2.07% |
$97.4K - $106K
|
113K
$5.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.22K+ 1.37% |
$94K - $102K
|
163K
$7.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.93K+ 1.14% |
$81.9K - $88.7K
|
171K
$7.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.79K+ 1.2% |
$75.7K - $82K
|
151K
$6.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.71K+ 1.92% |
$72.4K - $78.5K
|
90.5K
$4.18M
|