Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
511KNew |
$19.4M - $21.6M
|
511K
$19.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
179K+ 17.48% |
$6.78M - $7.58M
|
1.2M
$46.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
112K+ 23.14% |
$4.23M - $4.72M
|
594K
$22.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
67.3K+ 12.91% |
$2.55M - $2.85M
|
589K
$22.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
42.4K+ 6.66% |
$1.6M - $1.79M
|
679K
$25.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
39.2K+ 147.4% |
$1.48M - $1.66M
|
65.8K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29.7K+ 18.48% |
$1.12M - $1.26M
|
191K
$7.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.2K+ 22.87% |
$764K - $853K
|
108K
$4.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$562K - $628K
|
14.8K
$568K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.9K+ 15.75% |
$451K - $504K
|
87.5K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.92K+ 15.3% |
$300K - $335K
|
59.6K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.5K+ 6.05% |
$246K - $275K
|
114K
$4.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.28K+ 40.2% |
$162K - $181K
|
14.9K
$570K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.87K+ 12.18% |
$146K - $164K
|
35.6K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.87K+ 1.29% |
$109K - $121K
|
226K
$8.63M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
592+ 6.38% |
$22.4K - $25K
|
9.87K
$377K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
535+ 0.66% |
$20.2K - $22.6K
|
81.6K
$3.12M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
27+ 23.28% |
$1.02K - $1.14K
|
143
$5.47K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
15+ 0.13% |
$568 - $634
|
11.9K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-437- 3.32% |
$16.5K - $18.5K
|
12.7K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-731- 6.93% |
$27.7K - $30.9K
|
9.81K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.03K- 1.44% |
$76.9K - $85.9K
|
139K
$5.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.52K- 28.42% |
$95.4K - $107K
|
6.35K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-3.07K- 23.13% |
$116K - $130K
|
10.2K
$390K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6.17K- 52.64% |
$234K - $261K
|
5.55K
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-23.4K- 19.56% |
$886K - $990K
|
96.3K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-35K- 20.19% |
$1.33M - $1.48M
|
138K
$5.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-88.1K- 88.34% |
$3.33M - $3.73M
|
11.6K
$445K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-115K- 15.95% |
$4.37M - $4.88M
|
608K
$23.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-711K- 96.13% |
$26.9M - $30.1M
|
28.6K
$1.1M
|