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 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 12.91% |
$51.9K - $65.7K
|
19.9K
$601K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.27K+ 3.07% |
$51.9K - $65.7K
|
76.2K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.26K+ 2.0% |
$51.6K - $65.3K
|
115K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.21K+ 22.87% |
$50.5K - $63.9K
|
11.9K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.14K+ 19.89% |
$48.9K - $62K
|
12.9K
$391K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.1K+ 2.83% |
$47.9K - $60.7K
|
76.1K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.01K+ 0.93% |
$45.9K - $58.1K
|
218K
$6.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.93K+ 15.47% |
$44K - $55.7K
|
14.4K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.92K+ 5.37% |
$43.9K - $55.6K
|
37.7K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.9K+ 4.22% |
$43.3K - $54.9K
|
46.8K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.78K+ 11.15% |
$40.8K - $51.6K
|
17.8K
$539K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.7K+ 3.69% |
$38.9K - $49.2K
|
47.8K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.65K+ 0.36% |
$37.6K - $47.6K
|
463K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.61K+ 53.34% |
$36.9K - $46.7K
|
4.64K
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.6K+ 24.35% |
$36.6K - $46.3K
|
8.17K
$247K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$36.4K - $46K
|
1.59K
$48.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 2.01% |
$36K - $45.5K
|
79.7K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.49K+ 0.67% |
$34.1K - $43.1K
|
224K
$6.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44K+ 18.3% |
$32.8K - $41.6K
|
9.28K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.41KNew |
$32.3K - $40.9K
|
1.41K
$42.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.39K+ 3.91% |
$31.9K - $40.3K
|
37K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.36K+ 1.48% |
$31.1K - $39.4K
|
93.1K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.35K+ 1.42% |
$30.9K - $39.2K
|
96.7K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.28K+ 3.52% |
$29.2K - $36.9K
|
37.5K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.27K+ 0.34% |
$29K - $36.7K
|
369K
$11.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.23K+ 5.11% |
$28.2K - $35.7K
|
25.3K
$768K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.19K+ 0.55% |
$27.3K - $34.5K
|
218K
$6.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 4829.17% |
$26.5K - $33.6K
|
1.18K
$35.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.06KNew |
$24.2K - $30.6K
|
1.06K
$32K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.05K+ 8.69% |
$24K - $30.4K
|
13.2K
$398K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
970+ 7.82% |
$22.2K - $28.1K
|
13.4K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
960+ 0.13% |
$22K - $27.8K
|
727K
$22M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
833+ 0.54% |
$19.1K - $24.1K
|
155K
$4.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
798+ 0.56% |
$18.3K - $23.1K
|
144K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
761+ 6.67% |
$17.4K - $22K
|
12.2K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
753New |
$17.2K - $21.8K
|
753
$22.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
740+ 6.4% |
$16.9K - $21.4K
|
12.3K
$372K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
718+ 1.61% |
$16.4K - $20.8K
|
45.2K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
699+ 1.32% |
$16K - $20.2K
|
53.5K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
624New |
$14.3K - $18.1K
|
624
$18.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
579+ 151.17% |
$13.2K - $16.8K
|
962
$29.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
577New |
$13.2K - $16.7K
|
577
$17.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
566New |
$12.9K - $16.4K
|
566
$17.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
562+ 2.19% |
$12.9K - $16.3K
|
26.2K
$793K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
555+ 0.67% |
$12.7K - $16.1K
|
82.9K
$2.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
521New |
$11.9K - $15.1K
|
521
$15.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
510+ 0.16% |
$11.7K - $14.8K
|
328K
$9.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
476+ 3.91% |
$10.9K - $13.8K
|
12.6K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
461+ 0.78% |
$10.5K - $13.3K
|
59.3K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
461+ 2.21% |
$10.5K - $13.3K
|
21.3K
$646K
|