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 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-2.64K- 0.45% |
$89.8K - $112K
|
586K
$26M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.65K- 3.54% |
$90.2K - $112K
|
72.1K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.76K- 21.74% |
$93.8K - $117K
|
9.92K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.87K- 53.67% |
$97.8K - $122K
|
2.48K
$110K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.88K- 4.14% |
$98.1K - $122K
|
66.6K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-2.96K- 1.94% |
$101K - $126K
|
150K
$6.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.11K- 17.65% |
$106K - $132K
|
14.5K
$643K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.22K- 9.19% |
$109K - $136K
|
31.8K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.24K- 20.31% |
$110K - $137K
|
12.7K
$562K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-3.27K- 6.47% |
$111K - $139K
|
47.3K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-3.38K- 0.53% |
$115K - $143K
|
636K
$28.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.52K- 0.6% |
$120K - $149K
|
583K
$25.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.69K- 16.12% |
$126K - $156K
|
19.2K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-3.83K- 2.1% |
$130K - $162K
|
179K
$7.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.54K- 46.49% |
$154K - $192K
|
5.22K
$231K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-4.59K- 11.82% |
$156K - $194K
|
34.2K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.05K- 5.02% |
$172K - $214K
|
95.5K
$4.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.24K- 11.21% |
$178K - $222K
|
41.5K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.37K- 7.38% |
$183K - $228K
|
67.4K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-5.44K- 45.92% |
$185K - $231K
|
6.41K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.58K- 3.06% |
$190K - $236K
|
177K
$7.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-6.03K- 12.94% |
$205K - $255K
|
40.5K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.46K- 14.49% |
$220K - $274K
|
38.1K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.79K- 21.45% |
$265K - $330K
|
28.5K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.99K- 60.71% |
$272K - $338K
|
5.17K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.22K- 98.63% |
$280K - $348K
|
114
$5.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.27K- 3.07% |
$281K - $350K
|
261K
$11.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-8.44K- 43.85% |
$287K - $358K
|
10.8K
$478K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-9.18K- 8.47% |
$312K - $389K
|
99.2K
$4.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-10.6K- 4.64% |
$361K - $450K
|
218K
$9.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-10.9K- 1.79% |
$371K - $461K
|
598K
$26.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.4K- 11.82% |
$387K - $482K
|
84.9K
$3.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11.7K- 4.29% |
$398K - $495K
|
261K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-12.4K- 19.44% |
$423K - $526K
|
51.5K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.5K- 2.37% |
$424K - $528K
|
513K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 4.51% |
$432K - $538K
|
269K
$11.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 6.17% |
$446K - $555K
|
199K
$8.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-13.6K- 45.27% |
$462K - $575K
|
16.4K
$727K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-15.1K- 4.1% |
$514K - $639K
|
353K
$15.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-16.5K- 56.04% |
$562K - $699K
|
12.9K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-17.2K- 0.63% |
$587K - $730K
|
2.73M
$121M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.4K- 3.86% |
$591K - $735K
|
433K
$19.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20.1K- 4.99% |
$683K - $850K
|
382K
$16.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.4K- 49.28% |
$695K - $864K
|
21K
$930K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20.6K- 13.65% |
$702K - $874K
|
130K
$5.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-20.8K- 1.71% |
$709K - $882K
|
1.2M
$52.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-22.1K- 23.26% |
$751K - $934K
|
72.8K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-23K- 2.52% |
$783K - $974K
|
891K
$39.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-23.6K- 68.05% |
$803K - $999K
|
11.1K
$490K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-26.1K- 2.79% |
$890K - $1.11M
|
909K
$40.3M
|