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 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.3K+ 11.16% |
$102K - $109K
|
32.9K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.26K+ 20.81% |
$100K - $108K
|
18.9K
$615K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 2.93% |
$94.4K - $101K
|
108K
$3.51M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.99K+ 3.44% |
$92K - $98.9K
|
90.1K
$2.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.94K+ 220.09% |
$90.3K - $97K
|
4.27K
$139K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
2.76K+ 1.76% |
$84.9K - $91.3K
|
160K
$5.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
2.72K+ 30.14% |
$83.7K - $90K
|
11.8K
$382K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.52K+ 5.97% |
$77.5K - $83.3K
|
44.8K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.51K+ 4.06% |
$77.2K - $83.1K
|
64.5K
$2.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.9K+ 6.64% |
$58.3K - $62.7K
|
30.5K
$991K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.9K+ 12.52% |
$58.3K - $62.6K
|
17K
$553K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.42K+ 0.32% |
$43.6K - $46.9K
|
444K
$14.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.17K+ 1.54% |
$36.1K - $38.8K
|
77.4K
$2.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
890+ 0.22% |
$27.4K - $29.4K
|
400K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
720+ 1.36% |
$22.1K - $23.8K
|
53.8K
$1.75M
|
|
|
Jan 23, 2026
Q4 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
701+ 5.31% |
$21.5K - $23.2K
|
13.9K
$452K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
648+ 2.56% |
$19.9K - $21.4K
|
25.9K
$842K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
536+ 0.85% |
$16.5K - $17.7K
|
63.7K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
497+ 6.99% |
$15.3K - $16.4K
|
7.61K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
490+ 0.45% |
$15.1K - $16.2K
|
109K
$3.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
472+ 0.57% |
$14.5K - $15.6K
|
84K
$2.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
464+ 2.26% |
$14.3K - $15.3K
|
21K
$681K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
450+ 6.28% |
$13.8K - $14.9K
|
7.61K
$247K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
416New |
$12.8K - $13.7K
|
416
$13.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
410+ 40.51% |
$12.6K - $13.6K
|
1.42K
$46.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
356+ 5.43% |
$10.9K - $11.8K
|
6.92K
$225K
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
222+ 2.43% |
$6.82K - $7.34K
|
9.37K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
212+ 0.65% |
$6.52K - $7.01K
|
32.9K
$1.07M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
206New |
$6.33K - $6.81K
|
206
$6.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 18.52% |
$6.15K - $6.61K
|
1.28K
$41.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
87+ 0.4% |
$2.67K - $2.88K
|
21.9K
$710K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
74New |
$2.27K - $2.45K
|
74
$2.41K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.67% |
$246 - $264
|
1.2K
$39K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.01% |
$30.7 - $33.1
|
16K
$520K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-9- 0.08% |
$277 - $297
|
11.7K
$381K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-39- 0.24% |
$1.2K - $1.29K
|
16.3K
$530K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-41- 0.48% |
$1.26K - $1.36K
|
8.46K
$275K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-52- 0.81% |
$1.6K - $1.72K
|
6.35K
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-90- 0.76% |
$2.77K - $2.97K
|
11.8K
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-91- 0.32% |
$2.8K - $3.01K
|
28.2K
$917K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-99- 0.71% |
$3.04K - $3.27K
|
13.9K
$453K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-153- 0.2% |
$4.7K - $5.06K
|
78.2K
$2.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-156- 0.06% |
$4.8K - $5.16K
|
250K
$8.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-186- 1.99% |
$5.72K - $6.15K
|
9.15K
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-205- 0.38% |
$6.3K - $6.78K
|
53.6K
$1.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-207- 0.11% |
$6.36K - $6.84K
|
182K
$5.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-253- 0.74% |
$7.78K - $8.36K
|
34K
$1.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-294- 1.52% |
$9.04K - $9.72K
|
19.1K
$619K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-395- 4.06% |
$12.1K - $13.1K
|
9.33K
$303K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-459- 5.18% |
$14.1K - $15.2K
|
8.41K
$273K
|
|