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 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
19.4K+ 10.96% |
$661K - $822K
|
196K
$8.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
17.5K+ 205.48% |
$597K - $742K
|
26.1K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
16.8K+ 5.39% |
$571K - $711K
|
328K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.6K+ 22.97% |
$565K - $703K
|
88.8K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.4K+ 1.31% |
$559K - $696K
|
1.27M
$56.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
16.2KNew |
$550K - $684K
|
16.2K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 9.48% |
$548K - $681K
|
186K
$8.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 3.39% |
$537K - $668K
|
481K
$21.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
15.7K+ 5.3% |
$533K - $663K
|
311K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 2.31% |
$532K - $663K
|
694K
$30.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15.4KNew |
$524K - $653K
|
15.4K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 69.47% |
$505K - $629K
|
36.2K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
14K+ 1.95% |
$477K - $594K
|
733K
$32.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.7K+ 1.68% |
$467K - $581K
|
828K
$36.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
13.4K+ 2.82% |
$456K - $568K
|
488K
$21.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.1K+ 2.62% |
$447K - $556K
|
515K
$22.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
12.6KNew |
$428K - $533K
|
12.6K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3K+ 2.56% |
$419K - $521K
|
492K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.3K+ 98.46% |
$418K - $520K
|
24.7K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
12.1K+ 0.67% |
$414K - $515K
|
1.82M
$80.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12K+ 8.59% |
$409K - $508K
|
152K
$6.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$395K - $492K
|
11.6K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11.5K+ 3.93% |
$392K - $488K
|
305K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.5K+ 11.08% |
$391K - $486K
|
115K
$5.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
11.4K+ 0.42% |
$387K - $481K
|
2.71M
$120M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 2.84% |
$385K - $479K
|
410K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$383K - $477K
|
11.3K
$499K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.2KNew |
$382K - $475K
|
11.2K
$496K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
11.2K+ 7.09% |
$380K - $473K
|
169K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.2K+ 41.82% |
$380K - $472K
|
37.8K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
11KNew |
$374K - $466K
|
11K
$487K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.9KNew |
$372K - $463K
|
10.9K
$484K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$368K - $458K
|
10.8K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
10.7K+ 16.76% |
$363K - $451K
|
74.2K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.6KNew |
$362K - $451K
|
10.6K
$471K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.69K+ 16.25% |
$330K - $411K
|
69.3K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.67KNew |
$329K - $410K
|
9.67K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
9.5KNew |
$323K - $402K
|
9.5K
$420K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.33KNew |
$318K - $395K
|
9.33K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.19KNew |
$313K - $389K
|
9.19K
$407K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.93K+ 17.83% |
$304K - $378K
|
59K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.74K+ 9.98% |
$297K - $370K
|
96.3K
$4.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 44.14% |
$294K - $366K
|
28.2K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.55KNew |
$291K - $362K
|
8.55K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.2KNew |
$279K - $347K
|
8.2K
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
8.19K+ 5.7% |
$279K - $347K
|
152K
$6.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.85K+ 5.01% |
$267K - $332K
|
164K
$7.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.83KNew |
$267K - $332K
|
7.83K
$347K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
7.72K+ 0.6% |
$263K - $327K
|
1.29M
$57.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.38K+ 12715.52% |
$251K - $312K
|
7.43K
$329K
|