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 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 1.93% |
$326K - $413K
|
755K
$22.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
14.3K+ 24.82% |
$326K - $413K
|
71.8K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
14.2KNew |
$324K - $411K
|
14.2K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.9K+ 23.12% |
$318K - $403K
|
74.1K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.9KNew |
$317K - $402K
|
13.9K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8K+ 84.64% |
$315K - $399K
|
30.1K
$911K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.7K+ 18.68% |
$313K - $396K
|
87K
$2.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.3K+ 42.19% |
$304K - $385K
|
44.8K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.2K+ 0.51% |
$303K - $383K
|
2.61M
$79.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12.7K+ 13.18% |
$291K - $368K
|
109K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
12.5K+ 8.85% |
$286K - $362K
|
154K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2KNew |
$279K - $353K
|
12.2K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
12.2K+ 8.76% |
$278K - $352K
|
151K
$4.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12K+ 19.99% |
$274K - $347K
|
72K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
12K+ 1.79% |
$273K - $346K
|
679K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11.9K+ 19.29% |
$272K - $344K
|
73.5K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
11.8K+ 1.2% |
$270K - $342K
|
999K
$30.3M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
11.7K+ 136.73% |
$267K - $338K
|
20.2K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$260K - $330K
|
11.4K
$345K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.4K+ 3.39% |
$260K - $329K
|
347K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.9KNew |
$250K - $317K
|
10.9K
$331K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.6K+ 10.2% |
$243K - $307K
|
115K
$3.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$233K - $295K
|
10.2K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.79KNew |
$224K - $284K
|
9.79K
$297K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
9.59K+ 6.67% |
$219K - $278K
|
153K
$4.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
9.48K+ 9.72% |
$217K - $274K
|
107K
$3.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.31K+ 11.01% |
$213K - $270K
|
93.9K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
9.24K+ 5.11% |
$211K - $267K
|
190K
$5.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.01K+ 15.19% |
$206K - $261K
|
68.3K
$2.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
8.76K+ 3.81% |
$200K - $254K
|
239K
$7.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.52KNew |
$195K - $247K
|
8.52K
$258K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8.49K+ 4.09% |
$194K - $246K
|
216K
$6.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
8.49KNew |
$194K - $246K
|
8.49K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.28KNew |
$189K - $240K
|
8.28K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8.15K+ 52.06% |
$186K - $236K
|
23.8K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.01K+ 2.0% |
$183K - $232K
|
408K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.96K+ 25.23% |
$182K - $230K
|
39.5K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.77K+ 12.48% |
$178K - $225K
|
70K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.7K+ 11.09% |
$176K - $223K
|
77.1K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.66K+ 4.42% |
$175K - $222K
|
181K
$5.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
7.57KNew |
$173K - $219K
|
7.57K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.55K+ 1.66% |
$173K - $218K
|
463K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.54K+ 5.25% |
$172K - $218K
|
151K
$4.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.5KNew |
$172K - $217K
|
7.5K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.46KNew |
$171K - $216K
|
7.46K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45K+ 17.2% |
$170K - $216K
|
50.8K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.4K+ 4.09% |
$169K - $214K
|
188K
$5.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.33K+ 0.2% |
$168K - $212K
|
3.61M
$109M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.32KNew |
$167K - $212K
|
7.32K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$6.56M
|