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
|
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 27, 2026
Q4 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
206+ 2.18% |
$6.33K - $6.81K
|
9.65K
$314K
|
|
|
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 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1New |
$30.7 - $33.1
|
1
$32.5
|
|
|
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 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-187- 0.44% |
$5.75K - $6.18K
|
42.7K
$1.39M
|
|
|
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 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-363- 0.39% |
$11.2K - $12K
|
92.5K
$3.01M
|
|
|
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
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-536- 2.02% |
$16.5K - $17.7K
|
26K
$846K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-551- 4.69% |
$16.9K - $18.2K
|
11.2K
$364K
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
SELL
|
- |
-630- 1.02% |
$19.4K - $20.8K
|
61.4K
$2M
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-631- 0.41% |
$19.4K - $20.9K
|
155K
$5.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-741- 1.68% |
$22.8K - $24.5K
|
43.4K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-985- 1.7% |
$30.3K - $32.6K
|
56.9K
$1.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 6.04% |
$32.1K - $34.5K
|
16.2K
$528K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.06K- 0.56% |
$32.6K - $35.1K
|
187K
$6.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 0.68% |
$32.9K - $35.3K
|
156K
$5.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.18K- 1.64% |
$36.2K - $38.9K
|
70.4K
$2.29M
|
|
|
Jan 26, 2026
Q4 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.43K- 14.61% |
$44K - $47.3K
|
8.36K
$272K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.61K- 3.0% |
$49.4K - $53.1K
|
51.8K
$1.68M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.63K- 11.39% |
$50.1K - $53.9K
|
12.7K
$412K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.88K- 1.58% |
$57.9K - $62.3K
|
117K
$3.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.9K- 9.76% |
$58.4K - $62.8K
|
17.6K
$571K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.16K- 0.61% |
$66.3K - $71.3K
|
352K
$11.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-2.22K- 3.22% |
$68.1K - $73.2K
|
66.6K
$2.17M
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.41K- 2.41% |
$74.1K - $79.7K
|
97.5K
$3.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.55K- 7.49% |
$78.4K - $84.3K
|
31.5K
$1.02M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.66K- 4.5% |
$81.7K - $87.9K
|
56.4K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.71K- 7.44% |
$83.3K - $89.6K
|
33.7K
$1.1M
|
|