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 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 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
533+ 14.7% |
$12.2K - $15.4K
|
4.16K
$126K
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
435+ 0.43% |
$9.95K - $12.6K
|
102K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
427+ 0.59% |
$9.77K - $12.4K
|
73.2K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
413New |
$9.45K - $12K
|
413
$12.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
408New |
$9.33K - $11.8K
|
408
$12.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
406+ 0.78% |
$9.29K - $11.8K
|
52.4K
$1.59M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
357+ 0.05% |
$8.16K - $10.3K
|
650K
$19.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
350+ 26.12% |
$8K - $10.1K
|
1.69K
$51.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
346+ 1.4% |
$7.91K - $10K
|
25K
$757K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
344+ 2.1% |
$7.87K - $9.96K
|
16.7K
$506K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
334+ 3.91% |
$7.64K - $9.67K
|
8.87K
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
332+ 0.19% |
$7.59K - $9.61K
|
175K
$5.3M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
316+ 0.24% |
$7.23K - $9.15K
|
133K
$4.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
307+ 0.47% |
$7.02K - $8.89K
|
65K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
306+ 38.88% |
$7K - $8.86K
|
1.09K
$33.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
276New |
$6.31K - $7.99K
|
276
$8.36K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263+ 0.07% |
$6.01K - $7.61K
|
354K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
249+ 0.57% |
$5.69K - $7.21K
|
43.9K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
231+ 0.49% |
$5.28K - $6.69K
|
47.8K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
218New |
$4.99K - $6.31K
|
218
$6.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
215+ 2.02% |
$4.92K - $6.22K
|
10.8K
$328K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
199+ 0.25% |
$4.55K - $5.76K
|
79.2K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
175New |
$4K - $5.07K
|
175
$5.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
166+ 0.74% |
$3.8K - $4.81K
|
22.5K
$682K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
156+ 1.37% |
$3.57K - $4.52K
|
11.6K
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
115+ 0.15% |
$2.63K - $3.33K
|
75K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
100+ 0.67% |
$2.29K - $2.9K
|
15K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 100.0% |
$2.29K - $2.9K
|
200
$6.06K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
99+ 0.77% |
$2.26K - $2.87K
|
12.9K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
87+ 0.76% |
$1.99K - $2.52K
|
11.5K
$347K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
81New |
$1.85K - $2.34K
|
81
$2.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
74+ 1.24% |
$1.69K - $2.14K
|
6.02K
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 0.79% |
$1.69K - $2.14K
|
9.47K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
59New |
$1.35K - $1.71K
|
59
$1.79K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
56+ 0.59% |
$1.28K - $1.62K
|
9.61K
$291K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
48New |
$1.1K - $1.39K
|
48
$1.45K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 0.21% |
$869 - $1.1K
|
18.1K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
35+ 0.14% |
$800 - $1.01K
|
25.5K
$772K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31+ 0.08% |
$709 - $897
|
39.4K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
27+ 0.17% |
$617 - $782
|
16.3K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.03% |
$389 - $492
|
58.8K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.47% |
$137 - $174
|
1.28K
$38.8K
|