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
|
Schubert & CO
|
BUY
|
- |
1+ 0.01% |
$22.9 - $29
|
8.41K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1+ 0.01% |
$22.9 - $29
|
15.9K
$482K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.78% |
$22.9 - $29
|
129
$3.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$160 - $203
|
14.5K
$439K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-13- 2.3% |
$297 - $376
|
551
$16.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.02% |
$343 - $434
|
79.1K
$2.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-19- 0.12% |
$435 - $550
|
16K
$483K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-21- 2.42% |
$480 - $608
|
847
$25.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-35- 0.22% |
$800 - $1.01K
|
15.6K
$471K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-51- 0.03% |
$1.17K - $1.48K
|
163K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-119- 0.43% |
$2.72K - $3.45K
|
27.4K
$830K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-150- 0.84% |
$3.43K - $4.34K
|
17.7K
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-182- 1.05% |
$4.16K - $5.27K
|
17.1K
$518K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-182- 0.95% |
$4.16K - $5.27K
|
19K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-187- 0.38% |
$4.28K - $5.41K
|
49.4K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-205- 36.94% |
$4.69K - $5.93K
|
350
$10.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-218- 1.49% |
$4.99K - $6.31K
|
14.4K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-272- 1.02% |
$6.22K - $7.87K
|
26.4K
$799K
|
|
|
Aug 06, 2025
Q2 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-290- 0.23% |
$6.63K - $8.4K
|
125K
$3.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-349- 3.97% |
$7.98K - $10.1K
|
8.44K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-405- 7.26% |
$9.26K - $11.7K
|
5.18K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-416- 2.9% |
$9.51K - $12K
|
14K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-457- 1.34% |
$10.5K - $13.2K
|
33.6K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-467- 0.51% |
$10.7K - $13.5K
|
91.7K
$2.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-475- 0.89% |
$10.9K - $13.8K
|
53K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-497- 3.25% |
$11.4K - $14.4K
|
14.8K
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-594- 1.71% |
$13.6K - $17.2K
|
34.2K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-614- 0.94% |
$14K - $17.8K
|
64.5K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-662- 0.95% |
$15.1K - $19.2K
|
68.8K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-693- 3.39% |
$15.8K - $20.1K
|
19.8K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-707- 8.63% |
$16.2K - $20.5K
|
7.49K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-736- 6.54% |
$16.8K - $21.3K
|
10.5K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-750- 3.28% |
$17.2K - $21.7K
|
22.1K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-757- 1.0% |
$17.3K - $21.9K
|
74.7K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-757- 4.09% |
$17.3K - $21.9K
|
17.7K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-807- 7.65% |
$18.5K - $23.4K
|
9.75K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-880- 1.33% |
$20.1K - $25.5K
|
65.1K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-963- 0.38% |
$22K - $27.9K
|
251K
$7.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.02K- 9.5% |
$23.3K - $29.4K
|
9.69K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.07K- 6.28% |
$24.4K - $30.9K
|
15.9K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.07K- 22.52% |
$24.6K - $31.1K
|
3.7K
$112K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.14K- 1.71% |
$26.1K - $33.1K
|
65.5K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 1.67% |
$27.9K - $35.4K
|
71.7K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.26K- 0.44% |
$28.9K - $36.5K
|
286K
$8.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 1.36% |
$29.5K - $37.3K
|
93.7K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 1.99% |
$31.5K - $39.9K
|
67.9K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.45K- 0.38% |
$33.2K - $42.1K
|
378K
$11.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.52K- 0.63% |
$34.7K - $43.9K
|
239K
$7.23M
|