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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.3K+ 1.58% |
$831K - $1.05M
|
2.33M
$70.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
35K+ 140.17% |
$801K - $1.01M
|
60K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
34.9K+ 3.23% |
$798K - $1.01M
|
1.11M
$33.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
33.3K+ 5.28% |
$763K - $965K
|
665K
$20.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.3K+ 11.55% |
$761K - $963K
|
321K
$9.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33K+ 11.64% |
$755K - $956K
|
316K
$9.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
29.8KNew |
$681K - $862K
|
29.8K
$901K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.2K+ 2.41% |
$669K - $847K
|
1.24M
$37.6M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
28.9K+ 3.03% |
$661K - $837K
|
982K
$29.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
28.3K+ 4.0% |
$646K - $818K
|
734K
$22.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
27.6K+ 18.9% |
$632K - $800K
|
174K
$5.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.3K+ 4.76% |
$625K - $791K
|
602K
$18.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27K+ 11.31% |
$618K - $782K
|
266K
$8.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.2K+ 104.8% |
$598K - $757K
|
51.1K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
26K+ 23.38% |
$595K - $754K
|
137K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.5K+ 6.76% |
$584K - $740K
|
403K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
25.5K+ 291.47% |
$583K - $738K
|
34.2K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.7KNew |
$565K - $716K
|
24.7K
$749K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
24.2K+ 11.68% |
$553K - $700K
|
231K
$7M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23.7K+ 7.61% |
$543K - $687K
|
336K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.5KNew |
$537K - $680K
|
23.5K
$711K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
23.3K+ 10.36% |
$532K - $673K
|
248K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23.2K+ 6.21% |
$530K - $671K
|
397K
$12M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.2K+ 14.66% |
$530K - $671K
|
181K
$5.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
23K+ 3.39% |
$525K - $664K
|
699K
$21.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
22.8K+ 48.85% |
$520K - $659K
|
69.3K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
22.7K+ 9.01% |
$519K - $657K
|
275K
$8.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
22K+ 26.81% |
$503K - $637K
|
104K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.5KNew |
$492K - $622K
|
21.5K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$491K - $622K
|
21.5K
$651K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
21.3KNew |
$487K - $617K
|
21.3K
$645K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
20.1K+ 7.38% |
$460K - $583K
|
293K
$8.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
20.1K+ 228.67% |
$459K - $581K
|
28.8K
$873K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
19.2K+ 28.12% |
$439K - $556K
|
87.5K
$2.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19K+ 2.85% |
$435K - $551K
|
686K
$20.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
18.7K+ 6.89% |
$427K - $540K
|
289K
$8.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
18.1K+ 29.62% |
$413K - $523K
|
79K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
17.9K+ 192.38% |
$409K - $518K
|
27.2K
$823K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17.8K+ 12.76% |
$406K - $514K
|
157K
$4.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
17.1K+ 3.11% |
$392K - $496K
|
569K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16.7K+ 2.86% |
$382K - $484K
|
601K
$18.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.2K+ 4.53% |
$371K - $469K
|
374K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 138.75% |
$367K - $465K
|
27.7K
$837K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16KNew |
$365K - $462K
|
16K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
15.7K+ 7.45% |
$360K - $456K
|
227K
$6.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15.5K+ 12.07% |
$354K - $448K
|
144K
$4.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15.4K+ 7.0% |
$353K - $447K
|
236K
$7.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.8K+ 4.89% |
$339K - $429K
|
318K
$9.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14.6K+ 3.13% |
$335K - $424K
|
483K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
14.5KNew |
$333K - $421K
|
14.5K
$441K
|