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
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-28.8K- 3.67% |
$980K - $1.22M
|
756K
$33.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-31K- 9.89% |
$1.05M - $1.31M
|
282K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-31.8K- 2.47% |
$1.08M - $1.35M
|
1.25M
$55.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40K- 24.22% |
$1.36M - $1.69M
|
125K
$5.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-43.4K- 31.36% |
$1.48M - $1.84M
|
95K
$4.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-55.9K- 1.59% |
$1.9M - $2.37M
|
3.47M
$154M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-57.3K- 26.85% |
$1.95M - $2.43M
|
156K
$6.92M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.1K- 62.26% |
$2.08M - $2.59M
|
37K
$1.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-67.4K- 8.07% |
$2.29M - $2.85M
|
768K
$34M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-85.9K- 43.1% |
$2.92M - $3.64M
|
113K
$5.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-102K- 4.54% |
$3.46M - $4.3M
|
2.13M
$94.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-106K- 42.55% |
$3.6M - $4.48M
|
143K
$6.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-106K- 4.79% |
$3.62M - $4.5M
|
2.11M
$93.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-109K- 92.57% |
$3.7M - $4.6M
|
8.73K
$386K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-126K- 29.03% |
$4.29M - $5.34M
|
308K
$13.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-127K- 25.16% |
$4.31M - $5.37M
|
377K
$16.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-137K- 12.66% |
$4.65M - $5.79M
|
943K
$41.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-164K- 28.54% |
$5.6M - $6.97M
|
412K
$18.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-236K- 15.46% |
$8.04M - $10M
|
1.29M
$57.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-295K- 7.86% |
$10.1M - $12.5M
|
3.46M
$153M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-335K- 19.7% |
$11.4M - $14.2M
|
1.37M
$60.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-394K- 79.02% |
$13.4M - $16.7M
|
105K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-625K- 48.31% |
$21.3M - $26.5M
|
669K
$29.6M
|