Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) 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 14, 2026 Q4 2025
Wolfstich Capital, LLC

Medfield, MA
BUY
 -
401K
+ 101.72%
$12.3M - $13M
796K $25.5M
Jan 07, 2026 Q4 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
234K
+ 100.06%
$7.2M - $7.58M
469K $15M
Jan 08, 2026 Q4 2025
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
83.6K
+ 28.92%
$2.57M - $2.7M
373K $11.9M
Jan 13, 2026 Q4 2025
Cherrydale Wealth Management, LLC

BUY
 -
36.3K
+ 5.6%
$1.11M - $1.17M
684K $21.9M
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
30.2K
+ 10.36%
$929K - $978K
322K $10.3M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
19.5K
+ 0.52%
$600K - $631K
3.79M $121M
Jan 14, 2026 Q4 2025
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
16.9K
+ 1.48%
$520K - $548K
1.16M $37.3M
Jan 08, 2026 Q4 2025
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
15.5K
+ 65.03%
$475K - $500K
39.2K $1.26M
Jan 08, 2026 Q4 2025
Bayshore Asset Management, LLC

BUY
 -
7.45K
+ 3.41%
$229K - $241K
226K $7.24M
Jan 06, 2026 Q4 2025
Great Oak Capital Partners, LLC

South Easton, MA
BUY
 -
6.46K
New
$198K - $209K
6.46K $207K
Jan 13, 2026 Q4 2025
Well Done, LLC

BUY
 -
6.2K
+ 96.07%
$190K - $201K
12.7K $405K
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
5.58K
+ 64.62%
$171K - $181K
14.2K $455K
Jan 13, 2026 Q4 2025
Shearwater Capital LLC

BUY
 -
5.08K
+ 0.6%
$156K - $164K
855K $27.4M
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
3.94K
+ 44.59%
$121K - $127K
12.8K $409K
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

BUY
 -
2.25K
+ 5.11%
$69.2K - $72.8K
46.3K $1.48M
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
1.57K
New
$48.1K - $50.6K
1.57K $50.1K
Jan 13, 2026 Q4 2025
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
1.15K
+ 15.76%
$35.4K - $37.3K
8.46K $271K
Jan 12, 2026 Q4 2025
Spinnaker Investment Group, LLC

BUY
 -
1.02K
+ 2.4%
$31.4K - $33.1K
43.6K $1.4M
Jan 13, 2026 Q4 2025
Tradewinds Capital Management, LLC

BUY
 -
633
New
$19.4K - $20.5K
633 $20.3K
Jan 09, 2026 Q4 2025
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
548
+ 0.37%
$16.8K - $17.7K
150K $4.8M
Jan 14, 2026 Q4 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
521
+ 0.77%
$16K - $16.8K
67.8K $2.17M
Jan 08, 2026 Q4 2025
Versant Capital Management, Inc

BUY
 -
247
+ 0.21%
$7.59K - $7.99K
117K $3.75M
Jan 07, 2026 Q4 2025
Aquire Wealth Advisors, LLC

BUY
 -
171
+ 0.24%
$5.25K - $5.53K
71.4K $2.28M
Jan 12, 2026 Q4 2025
Harbor Group, Inc.

BUY
 -
127
+ 0.11%
$3.9K - $4.11K
116K $3.71M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
120
+ 1.73%
$3.69K - $3.88K
7.05K $226K
Jan 13, 2026 Q4 2025
Bwm Planning, LLC

The Woodlands, TX
BUY
 -
61
+ 0.71%
$1.87K - $1.97K
8.59K $275K
Jan 13, 2026 Q4 2025
Ifg Advisors, LLC

BUY
 -
52
+ 0.1%
$1.6K - $1.68K
52.3K $1.67M
Jan 08, 2026 Q4 2025
True Wealth Design, LLC

Akron, OH
BUY
 -
10
+ 0.16%
$307 - $323
6.37K $204K
Jan 08, 2026 Q4 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
3
+ 0.18%
$92.1 - $97
1.63K $52K
Jan 08, 2026 Q4 2025
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-20
- 0.08%
$614 - $647
24.1K $771K
Jan 08, 2026 Q4 2025
Websterrogers Financial Advisors, LLC

SELL
 -
-183
- 1.2%
$5.62K - $5.92K
15K $481K
Jan 05, 2026 Q4 2025
Jdh Wealth Management, LLC

Santa Rosa, CA
SELL
 -
-199
- 0.35%
$6.11K - $6.44K
57.3K $1.83M
Jan 14, 2026 Q4 2025
Brewster Financial Planning LLC

SELL
 -
-314
- 1.23%
$9.64K - $10.2K
25.2K $805K
Jan 14, 2026 Q4 2025
Exchange Traded Concepts, LLC

SELL
 -
-354
- 84.89%
$10.9K - $11.4K
63 $2.02K
Jan 12, 2026 Q4 2025
Shotwell Rutter Baer Inc

Lansing, MI
SELL
 -
-652
- 4.97%
$20K - $21.1K
12.5K $399K
Jan 12, 2026 Q4 2025
Fiduciary Financial Group, LLC

San Rafael, CA
SELL
 -
-672
- 1.51%
$20.6K - $21.7K
43.9K $1.41M
Jan 14, 2026 Q4 2025
Kaufman Rossin Wealth, LLC

Miami, FL
SELL
 -
-750
- 3.69%
$23K - $24.3K
19.6K $627K
Jan 09, 2026 Q4 2025
Keb Asset Management, LLC

Springfield, IL
SELL
 -
-943
- 0.85%
$29K - $30.5K
110K $3.54M
Jan 08, 2026 Q4 2025
Firethorn Wealth Partners, LLC

SELL
 -
-2.18K
- 4.07%
$66.9K - $70.5K
51.4K $1.64M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
SELL
 -
-2.39K
- 1.3%
$73.4K - $77.3K
181K $5.8M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-2.83K
- 1.1%
$86.8K - $91.4K
255K $8.17M
Jan 13, 2026 Q4 2025
Accurate Wealth Management, LLC

SELL
 -
-5.8K
- 7.26%
$178K - $187K
74.1K $2.37M
Jan 09, 2026 Q4 2025
Dopkins Wealth Management, LLC

SELL
 -
-7.63K
- 3.79%
$234K - $247K
194K $6.2M
Jan 06, 2026 Q4 2025
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-9.38K
- 0.71%
$288K - $303K
1.32M $42.2M
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

SELL
 -
-12.9K
- 6.64%
$395K - $416K
181K $5.79M
Jan 12, 2026 Q4 2025
Physician Wealth Solutions Inc.

North Las Vegas, NV
SELL
 -
-15.3K
- 17.07%
$470K - $495K
74.4K $2.38M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

SELL
 -
-19.4K
- 2.52%
$597K - $628K
751K $24M
Jan 05, 2026 Q4 2025
Trust CO Of The South

Greensboro, NC
SELL
 -
-19.7K
- 5.12%
$604K - $636K
364K $11.7M
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
SELL
 -
-21.7K
- 14.06%
$666K - $701K
133K $4.24M

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