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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-237- 0.93% |
$6.84K - $7.55K
|
25.3K
$821K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-239- 0.83% |
$6.89K - $7.61K
|
28.6K
$930K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-256- 0.44% |
$7.38K - $8.15K
|
58.6K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-305- 0.3% |
$8.8K - $9.71K
|
101K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-308- 0.19% |
$8.88K - $9.81K
|
162K
$5.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-353- 3.64% |
$10.2K - $11.2K
|
9.34K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-363- 0.04% |
$10.5K - $11.6K
|
999K
$32.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-370- 2.5% |
$10.7K - $11.8K
|
14.4K
$468K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-381- 2.64% |
$11K - $12.1K
|
14K
$456K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-411- 5.49% |
$11.9K - $13.1K
|
7.08K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-411- 37.6% |
$11.9K - $13.1K
|
682
$22.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-454- 2.56% |
$13.1K - $14.5K
|
17.3K
$562K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-489- 38.17% |
$14.1K - $15.6K
|
792
$25.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-498- 66.14% |
$14.4K - $15.9K
|
255
$8.29K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-504- 14.22% |
$14.5K - $16K
|
3.04K
$98.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-506- 1.08% |
$14.6K - $16.1K
|
46.3K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-571- 1.01% |
$16.5K - $18.2K
|
55.7K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-583- 2.95% |
$16.8K - $18.6K
|
19.2K
$623K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-717- 0.33% |
$20.7K - $22.8K
|
217K
$7.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-749- 0.87% |
$21.6K - $23.8K
|
85K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-751- 7.19% |
$21.7K - $23.9K
|
9.69K
$315K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-759- 0.96% |
$21.9K - $24.2K
|
78.3K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-772- 1.25% |
$22.3K - $24.6K
|
60.9K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-819- 0.34% |
$23.6K - $26.1K
|
238K
$7.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-820- 1.25% |
$23.6K - $26.1K
|
64.7K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-929- 4.47% |
$26.8K - $29.6K
|
19.9K
$645K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-934- 1.83% |
$26.9K - $29.7K
|
50.2K
$1.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-938- 1.07% |
$27.1K - $29.9K
|
87.1K
$2.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.01K- 4.69% |
$29.1K - $32.1K
|
20.5K
$666K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09K- 11.32% |
$31.4K - $34.6K
|
8.52K
$277K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 0.37% |
$31.4K - $34.7K
|
292K
$9.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-1.09K- 11.72% |
$31.5K - $34.7K
|
8.22K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.1K- 1.64% |
$31.8K - $35.1K
|
66.3K
$2.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.12K- 10.32% |
$32.3K - $35.7K
|
9.73K
$316K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.14K- 1.66% |
$32.8K - $36.2K
|
67.5K
$2.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.18K- 1.49% |
$34.1K - $37.6K
|
78K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.2K- 3.99% |
$34.5K - $38K
|
28.7K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.24K- 2.27% |
$35.8K - $39.6K
|
53.5K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.25K- 2.33% |
$36K - $39.8K
|
52.3K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.28K- 15.11% |
$36.8K - $40.6K
|
7.16K
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.28K- 1.99% |
$37K - $40.9K
|
63.2K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.36K- 3.83% |
$39.1K - $43.1K
|
34.1K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.39K- 11.23% |
$40.2K - $44.4K
|
11K
$358K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.41K- 1.92% |
$40.7K - $44.9K
|
72.1K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.54K- 5.13% |
$44.5K - $49.1K
|
28.5K
$928K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.64K- 5.48% |
$47.3K - $52.2K
|
28.3K
$920K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.68K- 6.7% |
$48.5K - $53.6K
|
23.4K
$762K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.71K- 1.84% |
$49.3K - $54.4K
|
90.9K
$2.95M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.81K- 2.16% |
$52.3K - $57.8K
|
82K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.95K- 4.08% |
$56.3K - $62.2K
|
45.8K
$1.49M
|
|