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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-192K- 12.98% |
$7.26M - $8.12M
|
1.29M
$57M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-235K- 17.9% |
$8.91M - $9.96M
|
1.08M
$47.8M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-243K- 32.53% |
$9.19M - $10.3M
|
504K
$22.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-711K- 96.13% |
$26.9M - $30.1M
|
28.6K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-745K- 99.94% |
$28.2M - $31.5M
|
421
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.72M- 67.93% |
$65.3M - $72.9M
|
814K
$36.1M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-76.6M- 98.39% |
$2.9B - $3.24B
|
1.25M
$55.5M
|