Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) 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 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.52K- 11.02% |
$195K - $247K
|
68.8K
$2.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.7K- 9.33% |
$199K - $252K
|
84.6K
$2.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.77K- 36.75% |
$200K - $254K
|
15.1K
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.67K- 4.34% |
$221K - $280K
|
213K
$6.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.71K- 1.07% |
$222K - $281K
|
901K
$29.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-11.5K- 10.55% |
$263K - $332K
|
97.4K
$3.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9K- 3.12% |
$273K - $346K
|
371K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-12.4K- 1.45% |
$283K - $358K
|
840K
$27.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-12.4K- 0.73% |
$284K - $360K
|
1.68M
$54.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-14.1K- 18.01% |
$323K - $409K
|
64.4K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.3K- 48.84% |
$327K - $414K
|
15K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-14.4K- 25.86% |
$328K - $416K
|
41.2K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15K- 22.15% |
$344K - $435K
|
52.8K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.2K- 4.95% |
$416K - $527K
|
349K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.9K- 17.76% |
$432K - $546K
|
87.4K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.6K- 3.7% |
$470K - $595K
|
535K
$17.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.4K- 19.01% |
$489K - $619K
|
91K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.6K- 5.75% |
$494K - $625K
|
354K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-22.9K- 72.21% |
$525K - $664K
|
8.83K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.9K- 5.4% |
$548K - $693K
|
419K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-24.7K- 26.94% |
$565K - $715K
|
67K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-24.8K- 7.99% |
$567K - $718K
|
286K
$9.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24.9K- 21.26% |
$569K - $721K
|
92.2K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-25.6K- 2.73% |
$586K - $742K
|
912K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-30.4K- 6.06% |
$695K - $879K
|
471K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30.4K- 2.64% |
$695K - $880K
|
1.12M
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-32.4K- 10.06% |
$740K - $937K
|
289K
$9.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-33.2K- 89.46% |
$758K - $960K
|
3.91K
$127K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.4K- 14.41% |
$833K - $1.05M
|
216K
$7.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-36.4K- 18.04% |
$833K - $1.05M
|
166K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38K- 4.14% |
$870K - $1.1M
|
880K
$28.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.8K- 2.59% |
$932K - $1.18M
|
1.54M
$49.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-43.5K- 21.72% |
$995K - $1.26M
|
157K
$5.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-53.4K- 59.86% |
$1.22M - $1.55M
|
35.8K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-57.2K- 8.38% |
$1.31M - $1.65M
|
625K
$20.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-57.2K- 11.36% |
$1.31M - $1.66M
|
447K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-64.9K- 18.03% |
$1.48M - $1.88M
|
295K
$9.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-74.3K- 17.01% |
$1.7M - $2.15M
|
363K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-81.2K- 15.34% |
$1.86M - $2.35M
|
448K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-87K- 73.23% |
$1.99M - $2.52M
|
31.8K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-108K- 5.18% |
$2.46M - $3.12M
|
1.97M
$64.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-115K- 29.77% |
$2.64M - $3.34M
|
272K
$8.84M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-144K- 32.77% |
$3.29M - $4.17M
|
295K
$9.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-162K- 12.88% |
$3.7M - $4.68M
|
1.09M
$35.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-255K- 13.0% |
$5.84M - $7.39M
|
1.71M
$55.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-267K- 13.57% |
$6.1M - $7.72M
|
1.7M
$55.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-267K- 13.57% |
$6.1M - $7.72M
|
1.7M
$55.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-323K- 95.86% |
$7.38M - $9.34M
|
13.9K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-8.09M- 96.55% |
$185M - $234M
|
289K
$9.4M
|
|