Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
56+ 0.69% |
$1.62K - $1.78K
|
8.22K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
50+ 5.2% |
$1.44K - $1.59K
|
1.01K
$32.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
50+ 0.04% |
$1.44K - $1.59K
|
125K
$4.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
49+ 0.27% |
$1.41K - $1.56K
|
18K
$584K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
46+ 0.07% |
$1.33K - $1.46K
|
68.8K
$2.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29+ 0.16% |
$836 - $923
|
17.8K
$579K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28+ 0.72% |
$808 - $892
|
3.94K
$128K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26+ 0.16% |
$750 - $828
|
16.3K
$531K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
25+ 0.11% |
$721 - $796
|
22.5K
$733K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$634 - $700
|
22
$715
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
18+ 0.05% |
$519 - $573
|
34.2K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
17+ 0.14% |
$490 - $541
|
11.9K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
10+ 0.05% |
$288 - $318
|
18.6K
$606K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 3.41% |
$288 - $318
|
303
$9.85K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.09% |
$260 - $287
|
9.76K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.68% |
$231 - $255
|
1.19K
$38.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
6+ 0.08% |
$173 - $191
|
7.57K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4+ 0.73% |
$115 - $127
|
555
$18K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.13% |
$86.5 - $95.5
|
2.23K
$72.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3New |
$86.5 - $95.5
|
3
$97.5
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.01% |
$28.8 - $31.8
|
16K
$520K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.78% |
$28.8 - $31.8
|
130
$4.23K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4- 0.02% |
$115 - $127
|
17.7K
$575K
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-7- 0.08% |
$202 - $223
|
8.82K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12- 0.08% |
$346 - $382
|
15.6K
$507K
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-28- 0.02% |
$808 - $892
|
125K
$4.06M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-40Closed |
$1.15K - $1.27K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-54- 0.44% |
$1.56K - $1.72K
|
12.1K
$394K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-63- 0.44% |
$1.82K - $2.01K
|
14.3K
$465K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-68- 0.1% |
$1.96K - $2.17K
|
69.3K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-74- 0.13% |
$2.13K - $2.36K
|
54.8K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-78- 13.78% |
$2.25K - $2.48K
|
488
$15.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-94- 1.32% |
$2.71K - $2.99K
|
7.05K
$229K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-95- 1.0% |
$2.74K - $3.02K
|
9.38K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-101- 0.2% |
$2.91K - $3.22K
|
49.3K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 0.9% |
$3K - $3.31K
|
11.5K
$373K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-109- 0.66% |
$3.14K - $3.47K
|
16.4K
$531K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-114- 0.48% |
$3.29K - $3.63K
|
23.7K
$770K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-126- 0.74% |
$3.63K - $4.01K
|
17K
$551K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-146- 0.08% |
$4.21K - $4.65K
|
188K
$6.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-152- 1.39% |
$4.38K - $4.84K
|
10.8K
$351K
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-166- 1.24% |
$4.79K - $5.29K
|
13.2K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-166- 1.73% |
$4.79K - $5.29K
|
9.44K
$307K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-176- 0.18% |
$5.08K - $5.6K
|
97.2K
$3.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-181- 1.43% |
$5.22K - $5.76K
|
12.5K
$405K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-185- 1.83% |
$5.34K - $5.89K
|
9.95K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-192- 1.58% |
$5.54K - $6.11K
|
12K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-207- 0.99% |
$5.97K - $6.59K
|
20.6K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-211- 2.67% |
$6.09K - $6.72K
|
7.69K
$250K
|
|