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 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15K- 22.15% |
$344K - $435K
|
52.8K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.6K- 3.7% |
$470K - $595K
|
535K
$16.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.4K- 19.01% |
$489K - $619K
|
91K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.6K- 5.75% |
$494K - $625K
|
354K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-22.9K- 72.21% |
$525K - $664K
|
8.83K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-24.7K- 26.94% |
$565K - $715K
|
67K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24.9K- 21.26% |
$569K - $721K
|
92.2K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-25.6K- 2.73% |
$586K - $742K
|
912K
$27.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30.4K- 2.64% |
$695K - $880K
|
1.12M
$34M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-33.2K- 89.46% |
$758K - $960K
|
3.91K
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-36.4K- 18.04% |
$833K - $1.05M
|
166K
$5.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38K- 4.14% |
$870K - $1.1M
|
880K
$26.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.8K- 2.59% |
$932K - $1.18M
|
1.54M
$46.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-43.5K- 21.72% |
$995K - $1.26M
|
157K
$4.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-53.4K- 59.86% |
$1.22M - $1.55M
|
35.8K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-57.2K- 8.38% |
$1.31M - $1.65M
|
625K
$18.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-57.2K- 11.36% |
$1.31M - $1.66M
|
447K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-74.3K- 17.01% |
$1.7M - $2.15M
|
363K
$11M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-87K- 73.23% |
$1.99M - $2.52M
|
31.8K
$963K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-108K- 5.18% |
$2.46M - $3.12M
|
1.97M
$59.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-115K- 29.77% |
$2.64M - $3.34M
|
272K
$8.23M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-144K- 32.77% |
$3.29M - $4.17M
|
295K
$8.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-162K- 12.88% |
$3.7M - $4.68M
|
1.09M
$33.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-267K- 13.57% |
$6.1M - $7.72M
|
1.7M
$51.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-267K- 13.57% |
$6.1M - $7.72M
|
1.7M
$51.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-323K- 95.86% |
$7.38M - $9.34M
|
13.9K
$422K
|