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 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-282- 3.07% |
$9.6K - $11.9K
|
8.91K
$395K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-288- 14.8% |
$9.8K - $12.2K
|
1.66K
$73.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-298- 1.68% |
$10.1K - $12.6K
|
17.4K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-309- 1.17% |
$10.5K - $13.1K
|
26.2K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-310- 2.52% |
$10.6K - $13.1K
|
12K
$530K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-337- 0.97% |
$11.5K - $14.3K
|
34.5K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-353- 48.82% |
$12K - $15K
|
370
$16.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-360- 5.93% |
$12.3K - $15.2K
|
5.71K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-394- 0.68% |
$13.4K - $16.7K
|
57.4K
$2.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-410- 2.03% |
$14K - $17.4K
|
19.8K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-411- 4.45% |
$14K - $17.4K
|
8.83K
$391K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-444- 0.22% |
$15.1K - $18.8K
|
201K
$8.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-526- 1.0% |
$17.9K - $22.3K
|
52.3K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-567- 0.41% |
$19.3K - $24K
|
138K
$6.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-571- 7.9% |
$19.4K - $24.2K
|
6.66K
$295K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-575- 8.98% |
$19.6K - $24.4K
|
5.83K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-612- 2.86% |
$20.8K - $25.9K
|
20.8K
$919K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-693- 0.12% |
$23.6K - $29.4K
|
581K
$25.7M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-728- 7.38% |
$24.8K - $30.8K
|
9.14K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-743- 67.06% |
$25.3K - $31.5K
|
365
$16.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-748- 6.58% |
$25.5K - $31.7K
|
10.6K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-795- 2.16% |
$27.1K - $33.7K
|
36K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-915- 0.99% |
$31.1K - $38.8K
|
91.3K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-934- 68.88% |
$31.8K - $39.6K
|
422
$18.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-955- 11.02% |
$32.5K - $40.5K
|
7.71K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 2.79% |
$34.6K - $43.1K
|
35.4K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.03K- 0.56% |
$35.1K - $43.6K
|
184K
$8.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 13.67% |
$38.3K - $47.6K
|
7.1K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.19K- 1.2% |
$40.5K - $50.4K
|
97.6K
$4.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.2K- 9.25% |
$40.7K - $50.6K
|
11.7K
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 1.04% |
$40.8K - $50.8K
|
114K
$5.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.2K- 14.04% |
$40.8K - $50.8K
|
7.35K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.21K- 4.24% |
$41.3K - $51.4K
|
27.4K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.21K- 1.35% |
$41.3K - $51.4K
|
89K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.31K- 4.01% |
$44.5K - $55.3K
|
31.3K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.31K- 8.15% |
$44.7K - $55.6K
|
14.8K
$655K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 15.05% |
$45.2K - $56.2K
|
7.49K
$332K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.34K- 2.04% |
$45.7K - $56.8K
|
64.4K
$2.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.44K- 9.7% |
$48.9K - $60.9K
|
13.4K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.46K- 10.05% |
$49.8K - $62K
|
13.1K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-1.58K- 0.47% |
$53.9K - $67.1K
|
336K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.65K- 0.33% |
$56.2K - $69.9K
|
493K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.69K- 49.01% |
$57.5K - $71.5K
|
1.76K
$77.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.69K- 62.11% |
$57.5K - $71.6K
|
1.03K
$45.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.77K- 5.03% |
$60.4K - $75.1K
|
33.5K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-1.92K- 8.99% |
$65.2K - $81.2K
|
19.4K
$859K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.15K- 34.11% |
$73K - $90.9K
|
4.15K
$183K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.16K- 8.01% |
$73.6K - $91.6K
|
24.8K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.36K- 4.03% |
$80.2K - $99.8K
|
56K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-2.39K- 3.7% |
$81.3K - $101K
|
62.1K
$2.75M
|