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 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
40+ 0.04% |
$1.36K - $1.69K
|
90.4K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
31+ 0.15% |
$1.06K - $1.31K
|
21.2K
$937K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
28+ 0.28% |
$953 - $1.19K
|
9.95K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
22+ 0.22% |
$749 - $932
|
9.84K
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
21+ 0.25% |
$715 - $890
|
8.29K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.27% |
$613 - $762
|
6.74K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
16+ 0.17% |
$545 - $678
|
9.66K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
16+ 0.13% |
$545 - $678
|
11.9K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.28% |
$545 - $678
|
5.71K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.26% |
$511 - $635
|
5.89K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$408 - $508
|
12
$531
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12+ 0.14% |
$408 - $508
|
8.67K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
11+ 0.03% |
$374 - $466
|
33.4K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.55% |
$306 - $381
|
1.64K
$72.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 61.54% |
$272 - $339
|
21
$930
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.02% |
$204 - $254
|
34.2K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$170 - $212
|
20.6K
$913K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.03% |
$136 - $169
|
11.7K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.06% |
$102 - $127
|
5.44K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2+ 0.09% |
$68.1 - $84.7
|
2.35K
$104K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.02% |
$68.1 - $84.7
|
9.46K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 0.01% |
$34 - $42.4
|
13.6K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.95% |
$34 - $42.4
|
106
$4.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7- 0.02% |
$238 - $297
|
36.4K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-11- 0.5% |
$374 - $466
|
2.21K
$97.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16- 0.12% |
$545 - $678
|
13.1K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-25- 0.23% |
$851 - $1.06K
|
10.9K
$481K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-27- 0.03% |
$919 - $1.14K
|
83.6K
$3.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-29- 0.05% |
$987 - $1.23K
|
53K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-36- 2.91% |
$1.23K - $1.52K
|
1.2K
$53.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-38- 33.93% |
$1.29K - $1.61K
|
74
$3.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-49- 0.9% |
$1.67K - $2.08K
|
5.41K
$240K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.29% |
$1.7K - $2.12K
|
17.1K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-52- 0.16% |
$1.77K - $2.2K
|
33.2K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-55- 0.41% |
$1.87K - $2.33K
|
13.3K
$591K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-61- 0.64% |
$2.08K - $2.58K
|
9.45K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-75- 0.22% |
$2.55K - $3.18K
|
34.3K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-84- 0.06% |
$2.86K - $3.56K
|
140K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-98- 0.13% |
$3.34K - $4.15K
|
72.7K
$3.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-100- 3.98% |
$3.4K - $4.24K
|
2.41K
$107K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.37% |
$4.36K - $5.42K
|
34.6K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-156- 0.37% |
$5.31K - $6.61K
|
41.5K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-190- 3.49% |
$6.47K - $8.05K
|
5.25K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-192- 0.03% |
$6.54K - $8.13K
|
675K
$29.9M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-192- 2.67% |
$6.54K - $8.13K
|
7K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-206- 1.07% |
$7.01K - $8.73K
|
19K
$841K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-215- 51.56% |
$7.32K - $9.11K
|
202
$8.94K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-240- 1.88% |
$8.17K - $10.2K
|
12.5K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-250- 1.91% |
$8.51K - $10.6K
|
12.8K
$568K
|