Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
378KNew |
$11.6M - $12.5M
|
378K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
154KNew |
$4.72M - $5.08M
|
154K
$4.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
126K+ 34.88% |
$3.88M - $4.18M
|
489K
$15.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125K+ 29.55% |
$3.85M - $4.14M
|
549K
$17.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
55.7K+ 6.59% |
$1.71M - $1.84M
|
900K
$29.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
50.2K+ 48.83% |
$1.54M - $1.66M
|
153K
$4.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
47K+ 7.05% |
$1.44M - $1.55M
|
714K
$23.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40.4K+ 6.73% |
$1.24M - $1.33M
|
641K
$20.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
36.6K+ 24.89% |
$1.13M - $1.21M
|
184K
$5.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
35.7K+ 54.38% |
$1.1M - $1.18M
|
101K
$3.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
33.9K+ 17.71% |
$1.04M - $1.12M
|
225K
$7.32M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
33.4KNew |
$1.03M - $1.1M
|
33.4K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.2K+ 14.18% |
$896K - $964K
|
235K
$7.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
28.7K+ 9.83% |
$881K - $947K
|
320K
$10.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.4K+ 66.88% |
$841K - $904K
|
68.3K
$2.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
27.1K+ 4.21% |
$832K - $895K
|
671K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.4K+ 2.14% |
$810K - $871K
|
1.26M
$40.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 17.97% |
$753K - $810K
|
161K
$5.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21.9K+ 5.6% |
$672K - $723K
|
412K
$13.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
20.7K+ 8.95% |
$636K - $684K
|
252K
$8.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16.2K+ 2.77% |
$499K - $536K
|
603K
$19.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.1K+ 43.76% |
$495K - $532K
|
52.9K
$1.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16KNew |
$491K - $528K
|
16K
$519K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.8K+ 0.11% |
$425K - $457K
|
12.2M
$395M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13.7K+ 7.03% |
$420K - $451K
|
208K
$6.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 2.89% |
$371K - $399K
|
430K
$14M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11.9K+ 4.71% |
$366K - $393K
|
265K
$8.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.4K+ 4.26% |
$320K - $344K
|
255K
$8.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.3K+ 6.3% |
$316K - $339K
|
173K
$5.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10KNew |
$308K - $331K
|
10K
$326K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
9.81K+ 51.18% |
$302K - $324K
|
29K
$942K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.92K+ 8.34% |
$274K - $295K
|
116K
$3.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.88K+ 1.47% |
$273K - $293K
|
612K
$19.9M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
8.55K+ 31.88% |
$263K - $282K
|
35.4K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.45K+ 2.12% |
$260K - $279K
|
407K
$13.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
8.41KNew |
$258K - $278K
|
8.41K
$273K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.27KNew |
$254K - $273K
|
8.27K
$269K
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.89K+ 17.25% |
$242K - $261K
|
53.6K
$1.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7.39K+ 1.52% |
$227K - $244K
|
492K
$16M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6.7KNew |
$206K - $221K
|
6.7K
$218K
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
6.34KNew |
$195K - $210K
|
6.34K
$206K
|
|
|
Jan 23, 2026
Q4 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
6.27K+ 7.77% |
$193K - $207K
|
86.9K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
6.02K+ 2.48% |
$185K - $199K
|
249K
$8.08M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.83K+ 7.33% |
$179K - $193K
|
85.3K
$2.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 0.76% |
$156K - $167K
|
672K
$21.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72K+ 38.0% |
$145K - $156K
|
17.1K
$557K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.66K+ 0.67% |
$143K - $154K
|
696K
$22.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.2K+ 2.39% |
$129K - $139K
|
180K
$5.84M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.77K+ 27.98% |
$116K - $124K
|
17.2K
$560K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.64K+ 4.49% |
$112K - $120K
|
84.7K
$2.75M
|
|