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 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.21K+ 24.18% |
$245K - $305K
|
37K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
7.14K+ 114.63% |
$243K - $302K
|
13.4K
$592K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.91K+ 89.24% |
$235K - $293K
|
14.7K
$649K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.86K+ 2.8% |
$233K - $291K
|
252K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.66KNew |
$227K - $282K
|
6.66K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
6.45K+ 4.92% |
$220K - $273K
|
138K
$6.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.33K+ 1.58% |
$215K - $268K
|
407K
$18M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
6.05KNew |
$206K - $256K
|
6.05K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.01K+ 2.55% |
$204K - $254K
|
242K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8K+ 32.4% |
$197K - $246K
|
23.7K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5.74K+ 1.12% |
$195K - $243K
|
519K
$23M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72K+ 3.7% |
$195K - $242K
|
160K
$7.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5.57KNew |
$189K - $236K
|
5.57K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.54K+ 10.57% |
$188K - $234K
|
57.9K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.41KNew |
$184K - $229K
|
5.41K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.4K+ 25.16% |
$184K - $229K
|
26.9K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.38K+ 7.09% |
$183K - $228K
|
81.2K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.36K+ 4.7% |
$182K - $227K
|
119K
$5.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5.18K+ 53.3% |
$176K - $220K
|
14.9K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.17KNew |
$176K - $219K
|
5.17K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.14K+ 3.14% |
$175K - $218K
|
169K
$7.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.78K+ 11.98% |
$163K - $202K
|
44.7K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.72K+ 1.47% |
$161K - $200K
|
325K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$157K - $195K
|
4.62K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4.41K+ 9.26% |
$150K - $187K
|
52.1K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.16K+ 14.25% |
$142K - $176K
|
33.4K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.16K+ 2.39% |
$142K - $176K
|
178K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.77K+ 6.85% |
$128K - $160K
|
58.9K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.77K+ 4.62% |
$128K - $160K
|
85.4K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.61K+ 8.58% |
$123K - $153K
|
45.7K
$2.02M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.54K+ 3.65% |
$121K - $150K
|
101K
$4.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.3K+ 2.26% |
$112K - $140K
|
149K
$6.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.92K+ 0.93% |
$99.3K - $124K
|
316K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.9K+ 8.02% |
$98.8K - $123K
|
39.1K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.89K+ 2.98% |
$98.2K - $122K
|
99.8K
$4.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.67K+ 2.31% |
$91K - $113K
|
118K
$5.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.6K+ 0.86% |
$88.4K - $110K
|
305K
$13.5M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.55K+ 1.19% |
$86.9K - $108K
|
217K
$9.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 2.94% |
$86.4K - $108K
|
88.8K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.49K+ 5.75% |
$84.8K - $105K
|
45.8K
$2.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
2.48K+ 2.29% |
$84.3K - $105K
|
111K
$4.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.41K+ 28.43% |
$82.1K - $102K
|
10.9K
$482K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.39K+ 297.63% |
$81.4K - $101K
|
3.19K
$141K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.34K+ 2.1% |
$79.7K - $99.2K
|
114K
$5.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.31K+ 1.02% |
$78.7K - $98K
|
228K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22K+ 26.01% |
$75.6K - $94.1K
|
10.8K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.17K+ 1.81% |
$73.9K - $92K
|
122K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.04K+ 3.64% |
$69.3K - $86.3K
|
58K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.95K+ 0.88% |
$66.3K - $82.5K
|
224K
$9.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.95K+ 2.06% |
$66.2K - $82.4K
|
96.4K
$4.27M
|