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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
59.4K+ 7.02% |
$2.02M - $2.52M
|
905K
$40.1M
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
52.1K+ 9.2% |
$1.77M - $2.21M
|
618K
$27.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
51.4K+ 13.83% |
$1.75M - $2.18M
|
423K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46.6K+ 76.07% |
$1.59M - $1.97M
|
108K
$4.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
43.7K+ 21.76% |
$1.49M - $1.85M
|
244K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
43.4KNew |
$1.48M - $1.84M
|
43.4K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
42.9K+ 8.39% |
$1.46M - $1.82M
|
554K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
42.4K+ 84.25% |
$1.44M - $1.79M
|
92.6K
$4.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
42.1K+ 6.94% |
$1.43M - $1.78M
|
649K
$28.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
41K+ 5.47% |
$1.4M - $1.74M
|
792K
$35.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
39.8K+ 272.15% |
$1.35M - $1.69M
|
54.4K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
38K+ 13.37% |
$1.29M - $1.61M
|
322K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.8K+ 17.01% |
$1.29M - $1.6M
|
260K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.2K+ 7.35% |
$1.23M - $1.53M
|
528K
$23.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
34.8K+ 4.47% |
$1.18M - $1.47M
|
812K
$36M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.1K+ 29.36% |
$1.16M - $1.44M
|
150K
$6.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
34K+ 7.6% |
$1.16M - $1.44M
|
482K
$21.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33K+ 10.48% |
$1.12M - $1.4M
|
347K
$15.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
31.3K+ 21.59% |
$1.06M - $1.32M
|
176K
$7.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
30.9K+ 37.57% |
$1.05M - $1.31M
|
113K
$5.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
28.6K+ 1.45% |
$975K - $1.21M
|
2M
$88.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27.7K+ 23.5% |
$944K - $1.17M
|
146K
$6.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 14.1% |
$915K - $1.14M
|
217K
$9.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
26.6K+ 12.7% |
$905K - $1.13M
|
236K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
26.2K+ 79.79% |
$890K - $1.11M
|
58.9K
$2.61M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.6K+ 19.09% |
$872K - $1.09M
|
160K
$7.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.5K+ 16.19% |
$867K - $1.08M
|
183K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
25.3K+ 2.89% |
$863K - $1.07M
|
901K
$39.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.2K+ 4.66% |
$857K - $1.07M
|
566K
$25M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$846K - $1.05M
|
24.9K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
24K+ 3.97% |
$817K - $1.02M
|
628K
$27.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$793K - $987K
|
23.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.2K+ 2.2% |
$790K - $983K
|
1.08M
$47.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.9K+ 3.8% |
$779K - $969K
|
626K
$27.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
22.7K+ 6.58% |
$773K - $962K
|
368K
$16.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
21.7KNew |
$739K - $920K
|
21.7K
$962K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.3KNew |
$725K - $902K
|
21.3K
$943K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21.1K+ 6.81% |
$719K - $895K
|
331K
$14.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
21.1K+ 2.24% |
$717K - $892K
|
961K
$42.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
20.9K+ 41.88% |
$710K - $884K
|
70.7K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
20.4K+ 8.86% |
$693K - $863K
|
250K
$11.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
20.2K+ 38.91% |
$688K - $856K
|
72.1K
$3.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
20.1K+ 10.59% |
$683K - $849K
|
209K
$9.27M
|