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 26, 2026
Q4 2025
|
De Larme Wealth Management, Inc.
Palos Verdes Estates, CA |
BUY
|
- |
205KNew |
$6.32M - $6.79M
|
205K
$6.68M
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
159K+ 27.23% |
$4.89M - $5.26M
|
743K
$24.2M
|
|
|
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 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
113K+ 26.95% |
$3.48M - $3.74M
|
533K
$17.3M
|
|
|
Jan 28, 2026
Q4 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
105K+ 16.58% |
$3.23M - $3.47M
|
739K
$24M
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
93.5K+ 501.68% |
$2.87M - $3.09M
|
112K
$3.64M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
87.4K+ 7.54% |
$2.69M - $2.89M
|
1.25M
$40.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
79.7K+ 574.57% |
$2.45M - $2.63M
|
93.6K
$3.04M
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
75.8KNew |
$2.33M - $2.5M
|
75.8K
$2.46M
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
56.1KNew |
$1.73M - $1.85M
|
56.1K
$1.82M
|
|
|
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 29, 2026
Q4 2025
|
Approach Retirement Advisors, LLC
Vestavia, AL |
BUY
|
- |
45.1KNew |
$1.39M - $1.49M
|
45.1K
$1.47M
|
|
|
Jan 27, 2026
Q4 2025
|
Brighton Jones LLC
|
BUY
|
- |
44.9K+ 7.4% |
$1.38M - $1.48M
|
651K
$21.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
40.4K+ 5.39% |
$1.24M - $1.34M
|
790K
$25.7M
|
|
|
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 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
32.8KNew |
$1.01M - $1.08M
|
32.8K
$1.06M
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
31.8K+ 5.13% |
$977K - $1.05M
|
651K
$21.2M
|
|
|
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 23, 2026
Q4 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
27.6K+ 12.32% |
$849K - $913K
|
252K
$8.19M
|
|
|
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 27, 2026
Q4 2025
|
Arnold Financial Planning LLC
Hiawatha, IA |
BUY
|
- |
26.5KNew |
$814K - $875K
|
26.5K
$861K
|
|
|
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 29, 2026
Q4 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
24K+ 4.67% |
$737K - $792K
|
538K
$17.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
22.7K+ 20.65% |
$697K - $750K
|
132K
$4.31M
|
|
|
Jan 29, 2026
Q4 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 1.29% |
$694K - $746K
|
1.78M
$57.8M
|
|
|
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 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
19.8K+ 5.02% |
$608K - $653K
|
414K
$13.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.1KNew |
$586K - $630K
|
19.1K
$620K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.4K+ 21.59% |
$566K - $608K
|
104K
$3.37M
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16.6K+ 103.9% |
$512K - $550K
|
32.7K
$1.06M
|
|
|
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 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14.1K+ 2.04% |
$435K - $467K
|
706K
$23M
|
|
|
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 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
13.3KNew |
$410K - $441K
|
13.3K
$434K
|
|