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 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.24K+ 3.46% |
$166K - $210K
|
217K
$6.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.19KNew |
$164K - $208K
|
7.19K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.15KNew |
$163K - $207K
|
7.15K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.03K+ 9.08% |
$161K - $204K
|
84.5K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
7K+ 1.82% |
$160K - $203K
|
391K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.86K+ 10.13% |
$157K - $199K
|
74.6K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.6K+ 6.0% |
$151K - $191K
|
117K
$3.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.35K+ 26.89% |
$145K - $184K
|
29.9K
$907K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6.16K+ 291.3% |
$141K - $178K
|
8.28K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 8.32% |
$133K - $168K
|
75.5K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5.64K+ 2.46% |
$129K - $163K
|
235K
$7.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.58K+ 22.36% |
$128K - $161K
|
30.5K
$924K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.25K+ 4.99% |
$120K - $152K
|
111K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.22K+ 33.1% |
$119K - $151K
|
21K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.22K+ 29.65% |
$119K - $151K
|
22.8K
$691K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.17K+ 10.05% |
$118K - $150K
|
56.6K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.05K+ 1.07% |
$115K - $146K
|
477K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 3.2% |
$115K - $146K
|
162K
$4.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
4.74K+ 41.69% |
$108K - $137K
|
16.1K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.71K+ 0.84% |
$108K - $136K
|
565K
$17.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.64K+ 29.69% |
$106K - $134K
|
20.3K
$614K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.43K+ 5.8% |
$101K - $128K
|
80.8K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.42K+ 8.9% |
$101K - $128K
|
54.1K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.39K+ 0.73% |
$100K - $127K
|
606K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.23K+ 1.94% |
$96.7K - $122K
|
222K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.87K+ 0.91% |
$88.6K - $112K
|
428K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.82K+ 8.27% |
$87.4K - $111K
|
50.1K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.82K+ 13.84% |
$87.3K - $110K
|
31.4K
$951K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 14.13% |
$84.3K - $107K
|
29.8K
$901K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.63K+ 14.44% |
$83.1K - $105K
|
28.8K
$872K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 12.39% |
$82.1K - $104K
|
32.6K
$986K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
3.54KNew |
$81.1K - $103K
|
3.54K
$107K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.52K+ 0.43% |
$80.5K - $102K
|
818K
$24.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.4K+ 4.53% |
$77.6K - $98.3K
|
78.3K
$2.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.28K+ 5.11% |
$75K - $95K
|
67.4K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.12K+ 3.01% |
$71.3K - $90.3K
|
107K
$3.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.06K+ 25.32% |
$69.9K - $88.5K
|
15.1K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.04K+ 1.71% |
$69.6K - $88.1K
|
181K
$5.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3K+ 5.72% |
$68.7K - $86.9K
|
55.5K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.94K+ 1.59% |
$67.2K - $85K
|
187K
$5.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.87K+ 1.64% |
$65.6K - $83.1K
|
178K
$5.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.78K+ 15.38% |
$63.6K - $80.5K
|
20.9K
$632K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.7K+ 7.43% |
$61.8K - $78.2K
|
39.1K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.63K+ 13.93% |
$60.1K - $76.1K
|
21.5K
$651K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 20.43% |
$60.1K - $76.1K
|
15.5K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.61K+ 3.06% |
$59.8K - $75.7K
|
88.1K
$2.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.6K+ 6.96% |
$59.4K - $75.2K
|
39.9K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 1.78% |
$54.3K - $68.7K
|
135K
$4.1M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.32K+ 6.84% |
$53K - $67.1K
|
36.2K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 0.34% |
$52K - $65.9K
|
669K
$20.3M
|