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 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.96K- 15.47% |
$56.5K - $62.4K
|
10.7K
$348K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.99K- 1.86% |
$57.4K - $63.4K
|
105K
$3.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.02K- 19.18% |
$58.2K - $64.3K
|
8.51K
$276K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.08K- 3.4% |
$60K - $66.3K
|
59.1K
$1.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.09K- 3.49% |
$60.3K - $66.6K
|
57.9K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.14K- 14.28% |
$61.7K - $68.1K
|
12.8K
$417K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.27K- 6.15% |
$65.6K - $72.4K
|
34.7K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.38K- 1.07% |
$68.8K - $75.9K
|
220K
$7.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-2.42K- 1.36% |
$69.8K - $77.1K
|
176K
$5.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.53K- 11.33% |
$73.1K - $80.7K
|
19.8K
$644K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.58K- 3.77% |
$74.3K - $82.1K
|
65.7K
$2.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.59K- 17.88% |
$74.7K - $82.5K
|
11.9K
$387K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.65K- 2.84% |
$76.3K - $84.3K
|
90.5K
$2.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.66K- 7.43% |
$76.8K - $84.8K
|
33.2K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 6.77% |
$77K - $85K
|
36.8K
$1.19M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.76K- 4.24% |
$79.5K - $87.8K
|
62.3K
$2.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 0.42% |
$81.9K - $90.4K
|
667K
$21.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.05K- 4.08% |
$87.9K - $97K
|
71.6K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3.11K- 66.92% |
$89.5K - $98.9K
|
1.54K
$49.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.15K- 6.59% |
$91K - $100K
|
44.7K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.34K- 1.49% |
$96.4K - $106K
|
220K
$7.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-3.42K- 17.15% |
$98.7K - $109K
|
16.5K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.55K- 0.48% |
$102K - $113K
|
731K
$23.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-3.59K- 1.58% |
$104K - $114K
|
224K
$7.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-3.74K- 2.11% |
$108K - $119K
|
174K
$5.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.84K- 3.97% |
$111K - $122K
|
92.9K
$3.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-3.97K- 14.47% |
$114K - $126K
|
23.4K
$762K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.05K- 13.63% |
$117K - $129K
|
25.7K
$834K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.15K- 1.46% |
$120K - $132K
|
281K
$9.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.16K- 0.93% |
$120K - $132K
|
443K
$14.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.21K- 0.48% |
$121K - $134K
|
876K
$28.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.3K- 1.68% |
$124K - $137K
|
252K
$8.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.42K- 0.73% |
$128K - $141K
|
602K
$19.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.51K- 84.76% |
$130K - $143K
|
810
$26.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.9K- 1.06% |
$141K - $156K
|
458K
$14.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.94K- 7.28% |
$142K - $157K
|
62.9K
$2.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17K- 6.63% |
$149K - $165K
|
72.8K
$2.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.25K- 17.2% |
$151K - $167K
|
25.3K
$821K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.36K- 5.81% |
$155K - $171K
|
86.9K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.57K- 3.42% |
$161K - $177K
|
157K
$5.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-5.85K- 12.17% |
$169K - $186K
|
42.2K
$1.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6.01K- 2.35% |
$173K - $191K
|
250K
$8.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.12K- 8.53% |
$177K - $195K
|
65.6K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.2K- 0.95% |
$179K - $197K
|
644K
$20.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-7.16K- 9.41% |
$207K - $228K
|
68.9K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-7.31K- 4.78% |
$211K - $233K
|
146K
$4.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.63K- 9.13% |
$220K - $243K
|
75.8K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-7.88K- 31.89% |
$227K - $251K
|
16.8K
$547K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-8.34K- 2.92% |
$241K - $266K
|
277K
$9.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-8.41K- 15.92% |
$243K - $268K
|
44.4K
$1.44M
|
|