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
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.92K+ 20.74% |
$65.2K - $81.1K
|
11.1K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.84K+ 10.21% |
$62.6K - $77.9K
|
19.9K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.78K+ 12.75% |
$60.7K - $75.6K
|
15.8K
$698K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.51K+ 5.37% |
$51.3K - $63.9K
|
29.6K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.47K+ 3.83% |
$50.2K - $62.4K
|
40K
$1.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.43K+ 7.37% |
$48.7K - $60.6K
|
20.8K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.27K+ 3.55% |
$43.1K - $53.7K
|
36.9K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.23K+ 0.95% |
$41.7K - $51.9K
|
130K
$5.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.19K+ 3.1% |
$40.3K - $50.2K
|
39.4K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.14K+ 5.43% |
$38.9K - $48.4K
|
22.2K
$982K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.14K+ 0.94% |
$38.8K - $48.3K
|
123K
$5.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.1K+ 0.81% |
$37.6K - $46.8K
|
137K
$6.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.01K+ 0.64% |
$34.3K - $42.7K
|
159K
$7.06M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
996+ 0.4% |
$33.9K - $42.2K
|
252K
$11.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
795+ 4.71% |
$27.1K - $33.7K
|
17.7K
$782K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
770+ 6.35% |
$26.2K - $32.6K
|
12.9K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
648+ 4.36% |
$22.1K - $27.4K
|
15.5K
$686K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
614+ 6.27% |
$20.9K - $26K
|
10.4K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
606+ 0.08% |
$20.6K - $25.7K
|
796K
$35.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.7% |
$20.4K - $25.4K
|
22.8K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
559+ 1.55% |
$19K - $23.7K
|
36.5K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
510+ 0.56% |
$17.4K - $21.6K
|
91.2K
$4.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
500+ 4.91% |
$17K - $21.2K
|
10.7K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
482+ 0.4% |
$16.4K - $20.4K
|
120K
$5.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
472+ 4.12% |
$16.1K - $20K
|
11.9K
$528K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
425+ 0.56% |
$14.5K - $18K
|
76K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
377+ 6.48% |
$12.8K - $16K
|
6.2K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
369+ 1.36% |
$12.6K - $15.6K
|
27.4K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
368+ 2.79% |
$12.5K - $15.6K
|
13.5K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
322+ 0.23% |
$11K - $13.6K
|
142K
$6.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
314+ 2.17% |
$10.7K - $13.3K
|
14.8K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
279+ 0.4% |
$9.5K - $11.8K
|
70.2K
$3.11M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
259+ 0.1% |
$8.82K - $11K
|
265K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
251+ 2.48% |
$8.54K - $10.6K
|
10.4K
$460K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
223+ 1.05% |
$7.59K - $9.45K
|
21.5K
$950K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
209+ 1.67% |
$7.11K - $8.85K
|
12.7K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
206+ 2.53% |
$7.01K - $8.73K
|
8.35K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
160+ 0.76% |
$5.45K - $6.78K
|
21.2K
$939K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
151+ 0.68% |
$5.14K - $6.4K
|
22.4K
$992K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
101+ 0.13% |
$3.44K - $4.28K
|
78.1K
$3.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
97+ 1.14% |
$3.3K - $4.11K
|
8.64K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
93+ 0.17% |
$3.17K - $3.94K
|
55.2K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
87+ 0.76% |
$2.96K - $3.69K
|
11.5K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
82New |
$2.79K - $3.47K
|
82
$3.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
78+ 1.2% |
$2.66K - $3.3K
|
6.57K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
78+ 1.29% |
$2.66K - $3.3K
|
6.13K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
75+ 1.06% |
$2.55K - $3.18K
|
7.14K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
71+ 0.1% |
$2.42K - $3.01K
|
71.8K
$3.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
54+ 0.16% |
$1.84K - $2.29K
|
33.6K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48+ 0.34% |
$1.63K - $2.03K
|
14.2K
$627K
|