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
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.52K- 0.26% |
$34.7K - $44K
|
584K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.05% |
$34.8K - $44K
|
144K
$4.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.53K- 0.59% |
$35K - $44.4K
|
256K
$7.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.6K- 6.67% |
$36.5K - $46.2K
|
22.3K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.62K- 0.75% |
$37K - $46.8K
|
214K
$6.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.71K- 0.28% |
$39.2K - $49.6K
|
607K
$18.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.91K- 2.35% |
$43.6K - $55.2K
|
79.2K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.07K- 3.55% |
$47.4K - $60K
|
56.3K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-2.17K- 24.8% |
$49.6K - $62.8K
|
6.58K
$199K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.25K- 18.15% |
$51.4K - $65.1K
|
10.1K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.31K- 2.43% |
$52.7K - $66.7K
|
92.6K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.6K- 11.12% |
$59.6K - $75.4K
|
20.8K
$630K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-2.61K- 17.08% |
$59.7K - $75.6K
|
12.7K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 0.96% |
$60K - $75.9K
|
269K
$8.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.8K- 8.54% |
$63.9K - $80.9K
|
29.9K
$907K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.81K- 8.64% |
$64.2K - $81.3K
|
29.7K
$899K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.08K- 1.29% |
$70.4K - $89.2K
|
235K
$7.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-3.09K- 15.82% |
$70.7K - $89.5K
|
16.5K
$498K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-3.1K- 30.92% |
$71K - $89.8K
|
6.93K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.13K- 3.61% |
$71.6K - $90.6K
|
83.5K
$2.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.37K- 2.19% |
$77K - $97.5K
|
150K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.47K- 1.36% |
$79.4K - $100K
|
253K
$7.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.64K- 14.89% |
$83.1K - $105K
|
20.8K
$629K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-3.67K- 4.19% |
$83.9K - $106K
|
83.8K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.68K- 1.4% |
$84.1K - $106K
|
258K
$7.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.68K- 31.86% |
$84.2K - $107K
|
7.87K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-3.76K- 0.94% |
$85.9K - $109K
|
398K
$12M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-4.12K- 49.89% |
$94.3K - $119K
|
4.14K
$125K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.22K- 25.37% |
$96.6K - $122K
|
12.4K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.65K- 1.02% |
$106K - $135K
|
452K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.26K- 1.05% |
$120K - $152K
|
495K
$15M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-5.33K- 14.09% |
$122K - $154K
|
32.5K
$984K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.34K- 0.81% |
$122K - $155K
|
656K
$19.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-5.41K- 3.42% |
$124K - $157K
|
153K
$4.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.42K- 0.85% |
$124K - $157K
|
636K
$19.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 0.82% |
$127K - $161K
|
670K
$20.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-5.61K- 18.24% |
$128K - $162K
|
25.1K
$761K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.73K- 97.37% |
$131K - $166K
|
155
$4.69K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.96K- 6.49% |
$136K - $172K
|
85.8K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-6.28K- 5.06% |
$144K - $182K
|
118K
$3.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-6.75K- 12.72% |
$154K - $196K
|
46.4K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.93K- 10.17% |
$158K - $201K
|
61.2K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.99K- 10.36% |
$183K - $231K
|
69.1K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-8.06K- 5.46% |
$184K - $233K
|
140K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.36K- 63.22% |
$191K - $242K
|
4.87K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.43K- 0.14% |
$193K - $244K
|
6.13M
$186M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.52K- 11.02% |
$195K - $247K
|
68.8K
$2.08M
|