Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.4K+ 39.75% |
$919K - $992K
|
110K
$3.54M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.3K+ 1.13% |
$916K - $989K
|
2.8M
$89.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
31K+ 6.0% |
$905K - $977K
|
547K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
29.4K+ 70.51% |
$860K - $928K
|
71.1K
$2.28M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.1K+ 225.07% |
$851K - $918K
|
42K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
28.6K+ 0.99% |
$837K - $903K
|
2.91M
$93M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
27.6K+ 4.46% |
$808K - $872K
|
648K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.3K+ 8.77% |
$770K - $830K
|
326K
$10.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
26.2K+ 5.17% |
$767K - $828K
|
534K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
23.1K+ 1.06% |
$676K - $729K
|
2.21M
$70.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.8K+ 15.31% |
$667K - $720K
|
172K
$5.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22.2K+ 194.89% |
$649K - $700K
|
33.6K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
21.6K+ 4.25% |
$631K - $681K
|
529K
$16.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
21.4K+ 10.13% |
$627K - $677K
|
233K
$7.46M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.3K+ 4.78% |
$622K - $671K
|
466K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20.8K+ 74.79% |
$609K - $657K
|
48.6K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.7K+ 8.34% |
$605K - $653K
|
269K
$8.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
20.2K+ 14.7% |
$592K - $639K
|
158K
$5.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
19.6K+ 0.82% |
$574K - $619K
|
2.42M
$77.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 5.5% |
$491K - $530K
|
322K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
16.5KNew |
$484K - $522K
|
16.5K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
15.8K+ 1.9% |
$463K - $500K
|
849K
$27.2M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
15K+ 12.35% |
$440K - $474K
|
137K
$4.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.9K+ 23.22% |
$435K - $470K
|
79K
$2.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14K+ 4.01% |
$411K - $443K
|
364K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.8K+ 16.32% |
$405K - $437K
|
98.7K
$3.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
13.8K+ 21.86% |
$404K - $436K
|
77K
$2.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.5KNew |
$394K - $425K
|
13.5K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.4K+ 190.51% |
$392K - $423K
|
20.4K
$654K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.9K+ 27.3% |
$378K - $407K
|
60.2K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12.9KNew |
$376K - $406K
|
12.9K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 1.89% |
$375K - $405K
|
693K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$371K - $400K
|
12.7K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.5K+ 2.02% |
$366K - $395K
|
633K
$20.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.6K+ 180.79% |
$339K - $365K
|
18K
$576K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.3KNew |
$330K - $356K
|
11.3K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11.1KNew |
$324K - $349K
|
11.1K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10.3K+ 0.38% |
$303K - $326K
|
2.76M
$88.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.54K+ 10.21% |
$279K - $301K
|
103K
$3.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
9.52KNew |
$278K - $300K
|
9.52K
$305K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.32K+ 129.06% |
$273K - $294K
|
16.5K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.85KNew |
$259K - $279K
|
8.85K
$283K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.83KNew |
$258K - $279K
|
8.83K
$283K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.77K+ 18.53% |
$256K - $277K
|
56.1K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.71KNew |
$255K - $275K
|
8.71K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.71KNew |
$255K - $275K
|
8.71K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.41K+ 43.58% |
$246K - $265K
|
27.7K
$887K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.38K+ 19.88% |
$245K - $264K
|
50.5K
$1.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.1K+ 5.73% |
$237K - $256K
|
150K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.08K+ 1.3% |
$236K - $255K
|
632K
$20.2M
|
|