Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) 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 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.71MNew |
$92.2M - $115M
|
2.71M
$120M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.02MNew |
$68.8M - $85.6M
|
2.02M
$89.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.56M+ 56.12% |
$53M - $66M
|
4.33M
$192M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.13M+ 118.57% |
$38.3M - $47.7M
|
2.07M
$91.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.03M+ 18.38% |
$35.2M - $43.8M
|
6.66M
$295M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
823K+ 195451.78% |
$28M - $34.9M
|
823K
$36.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
757KNew |
$25.8M - $32.1M
|
757K
$33.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
711K+ 58.04% |
$24.2M - $30.1M
|
1.94M
$85.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
606K+ 18.9% |
$20.6M - $25.7M
|
3.81M
$169M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
475K+ 46.28% |
$16.2M - $20.1M
|
1.5M
$66.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
418K+ 118.98% |
$14.2M - $17.7M
|
770K
$34.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
350K+ 328.18% |
$11.9M - $14.8M
|
457K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
324K+ 54.49% |
$11M - $13.7M
|
918K
$40.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
303K+ 13.74% |
$10.3M - $12.9M
|
2.51M
$111M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
253K+ 20.66% |
$8.62M - $10.7M
|
1.48M
$65.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
237K+ 6.72% |
$8.07M - $10M
|
3.77M
$167M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
225KNew |
$7.67M - $9.54M
|
225K
$9.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
220KNew |
$7.48M - $9.3M
|
220K
$9.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
180K+ 40.33% |
$6.13M - $7.63M
|
627K
$27.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
171KNew |
$5.8M - $7.22M
|
171K
$7.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
146K+ 7.86% |
$4.98M - $6.2M
|
2.01M
$88.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
140KNew |
$4.75M - $5.91M
|
140K
$6.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
134K+ 138.97% |
$4.55M - $5.66M
|
230K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
129K+ 20.31% |
$4.38M - $5.45M
|
762K
$33.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
127K+ 11.13% |
$4.32M - $5.37M
|
1.27M
$56.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
120K+ 1030.6% |
$4.08M - $5.08M
|
131K
$5.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
107K+ 15.0% |
$3.66M - $4.55M
|
824K
$36.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
102K+ 39.59% |
$3.46M - $4.31M
|
359K
$15.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
99.2K+ 205.48% |
$3.38M - $4.2M
|
148K
$6.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
97.6K+ 30.24% |
$3.32M - $4.13M
|
420K
$18.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
97.5KNew |
$3.32M - $4.13M
|
97.5K
$4.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
97.3K+ 17.71% |
$3.31M - $4.12M
|
647K
$28.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
96.9K+ 8.05% |
$3.3M - $4.11M
|
1.3M
$57.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
95.8K+ 92.91% |
$3.26M - $4.06M
|
199K
$8.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
89.4K+ 9.52% |
$3.04M - $3.79M
|
1.03M
$45.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.1K+ 11.16% |
$2.83M - $3.52M
|
827K
$36.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
82.3K+ 14.41% |
$2.8M - $3.49M
|
654K
$28.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
80.9K+ 137.18% |
$2.75M - $3.43M
|
140K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
74.6K+ 19.34% |
$2.54M - $3.16M
|
460K
$20.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
72.5K+ 47.83% |
$2.47M - $3.07M
|
224K
$9.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 20.31% |
$2.38M - $2.96M
|
414K
$18.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
63.9K+ 60.9% |
$2.17M - $2.71M
|
169K
$7.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
62.9K+ 8.87% |
$2.14M - $2.66M
|
772K
$34.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
62.8KNew |
$2.14M - $2.66M
|
62.8K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61.1K+ 7.73% |
$2.08M - $2.59M
|
852K
$37.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
58.7K+ 22.78% |
$2M - $2.49M
|
316K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56.4KNew |
$1.92M - $2.39M
|
56.4K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
56.2K+ 3.6% |
$1.91M - $2.38M
|
1.62M
$71.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55.3K+ 7.1% |
$1.88M - $2.34M
|
834K
$36.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
54.4KNew |
$1.85M - $2.31M
|
54.4K
$2.41M
|