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 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-2.83K- 7.07% |
$86.9K - $93.5K
|
37.2K
$1.21M
|
|
|
Jan 26, 2026
Q4 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-3.8K- 19.17% |
$117K - $126K
|
16K
$520K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-4K- 1.23% |
$123K - $132K
|
321K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-4.42K- 3.48% |
$136K - $146K
|
123K
$3.99M
|
|
|
Jan 26, 2026
Q4 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-4.62K- 2.1% |
$142K - $153K
|
215K
$7M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-4.76K- 7.11% |
$146K - $157K
|
62.2K
$2.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.95K- 14.92% |
$152K - $164K
|
28.2K
$917K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5K- 0.83% |
$154K - $165K
|
597K
$19.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
SELL
|
- |
-5.17K- 0.52% |
$159K - $171K
|
994K
$32.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.28K- 0.67% |
$162K - $175K
|
783K
$25.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.32K- 0.66% |
$164K - $176K
|
795K
$25.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.75K- 5.92% |
$177K - $190K
|
91.3K
$2.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.24K- 15.63% |
$223K - $239K
|
39.1K
$1.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-7.44K- 51.98% |
$229K - $246K
|
6.87K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-7.57K- 5.19% |
$233K - $250K
|
138K
$4.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-7.67K- 3.05% |
$236K - $254K
|
244K
$7.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-8.03K- 3.64% |
$247K - $265K
|
212K
$6.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-12.6K- 12.07% |
$387K - $416K
|
91.7K
$2.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.6K- 1.67% |
$450K - $484K
|
861K
$28M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.4K- 6.13% |
$567K - $609K
|
282K
$9.17M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-20K- 2.21% |
$614K - $660K
|
885K
$28.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20.4K- 1.86% |
$627K - $674K
|
1.08M
$35M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23.6K- 3.69% |
$724K - $779K
|
615K
$20M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-23.9K- 5.21% |
$734K - $789K
|
434K
$14.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-24.9K- 14.09% |
$766K - $823K
|
152K
$4.94M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-31.4K- 3.41% |
$965K - $1.04M
|
890K
$28.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-51.6K- 15.06% |
$1.59M - $1.7M
|
291K
$9.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-52.6K- 4.64% |
$1.62M - $1.74M
|
1.08M
$35.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-63.8K- 19.41% |
$1.96M - $2.11M
|
265K
$8.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-83.8K- 70.71% |
$2.58M - $2.77M
|
34.7K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-85K- 17.09% |
$2.61M - $2.81M
|
412K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-89.5K- 2.23% |
$2.75M - $2.96M
|
3.93M
$128M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-113K- 21.07% |
$3.47M - $3.73M
|
423K
$13.8M
|
|