Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8.09M+ 2791.11% |
$185M - $234M
|
8.38M
$254M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.56MNew |
$58.6M - $74.1M
|
2.56M
$77.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.48M+ 13.91% |
$33.9M - $42.9M
|
12.1M
$367M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.13MNew |
$25.9M - $32.8M
|
1.13M
$34.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
809K+ 115.88% |
$18.5M - $23.4M
|
1.51M
$45.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
438KNew |
$10M - $12.7M
|
438K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375K+ 25.08% |
$8.58M - $10.9M
|
1.87M
$56.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
257K+ 60.7% |
$5.88M - $7.45M
|
681K
$20.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
248K+ 34.69% |
$5.68M - $7.18M
|
964K
$29.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 28.2% |
$5.29M - $6.69M
|
1.05M
$31.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
226K+ 80.46% |
$5.16M - $6.53M
|
506K
$15.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
222K+ 78.28% |
$5.09M - $6.44M
|
507K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
217K+ 24.4% |
$4.97M - $6.29M
|
1.11M
$33.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
212K+ 193.35% |
$4.86M - $6.15M
|
322K
$9.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
177K+ 53963.41% |
$4.05M - $5.12M
|
177K
$5.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
177KNew |
$4.04M - $5.12M
|
177K
$5.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
173K+ 32.15% |
$3.97M - $5.02M
|
713K
$21.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
166K+ 10.37% |
$3.79M - $4.8M
|
1.76M
$53.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 96.56% |
$3.49M - $4.41M
|
310K
$9.39M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 7.79% |
$3.44M - $4.35M
|
2.08M
$63M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
148K+ 169.01% |
$3.39M - $4.3M
|
236K
$7.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
142K+ 10.43% |
$3.26M - $4.12M
|
1.51M
$45.7M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
132K+ 40.83% |
$3.01M - $3.81M
|
454K
$13.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
130K+ 127.48% |
$2.96M - $3.75M
|
231K
$7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
111KNew |
$2.54M - $3.21M
|
111K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
97KNew |
$2.22M - $2.81M
|
97K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
89K+ 1052.83% |
$2.03M - $2.58M
|
97.4K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
85.3K+ 23.72% |
$1.95M - $2.47M
|
445K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
80K+ 69.88% |
$1.83M - $2.32M
|
195K
$5.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
79.8KNew |
$1.82M - $2.31M
|
79.8K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
71.9K+ 8.42% |
$1.64M - $2.08M
|
926K
$28M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.8K+ 10.24% |
$1.64M - $2.08M
|
773K
$23.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
71KNew |
$1.62M - $2.06M
|
71K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
68.1K+ 17.08% |
$1.56M - $1.97M
|
467K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
64.8K+ 3.93% |
$1.48M - $1.88M
|
1.71M
$51.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.4K+ 82.01% |
$1.4M - $1.78M
|
136K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
60.3KNew |
$1.38M - $1.74M
|
60.3K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
58.7K+ 29.43% |
$1.34M - $1.7M
|
258K
$7.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
57.6K+ 415.77% |
$1.32M - $1.67M
|
71.4K
$2.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
51.8K+ 80.44% |
$1.19M - $1.5M
|
116K
$3.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
51.8K+ 10.13% |
$1.18M - $1.5M
|
563K
$17M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
51.1KNew |
$1.17M - $1.48M
|
51.1K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
50.7K+ 13.39% |
$1.16M - $1.47M
|
429K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
47.2K+ 55.73% |
$1.08M - $1.37M
|
132K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45.2K+ 8.49% |
$1.03M - $1.31M
|
578K
$17.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
43.2KNew |
$988K - $1.25M
|
43.2K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
42K+ 8.66% |
$961K - $1.22M
|
527K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41.6K+ 80.46% |
$951K - $1.2M
|
93.3K
$2.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
40.5K+ 283.73% |
$927K - $1.17M
|
54.8K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
40.3K+ 35.76% |
$922K - $1.17M
|
153K
$4.64M
|