Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr (DFAX)
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 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.7K+ 13.08% |
$144K - $152K
|
40.6K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.94K+ 44.59% |
$121K - $127K
|
12.8K
$409K
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.64K+ 1.01% |
$112K - $118K
|
363K
$11.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.46K+ 1.29% |
$106K - $112K
|
272K
$8.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.85K+ 16.94% |
$87.6K - $92.2K
|
19.7K
$630K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.62K+ 0.81% |
$80.3K - $84.6K
|
325K
$10.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.25K+ 5.11% |
$69.2K - $72.8K
|
46.3K
$1.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.94K+ 1.1% |
$59.5K - $62.6K
|
178K
$5.69M
|
|
|
Jan 29, 2026
Q4 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.89K+ 11.61% |
$58.2K - $61.3K
|
18.2K
$583K
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.63K+ 5.13% |
$50.1K - $52.7K
|
33.4K
$1.07M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.59K+ 4.24% |
$48.8K - $51.4K
|
39.1K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.57KNew |
$48.1K - $50.6K
|
1.57K
$50.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 6.58% |
$46.2K - $48.6K
|
24.4K
$780K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.36K+ 3.63% |
$41.9K - $44.1K
|
39K
$1.25M
|
|
|
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 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.08K+ 1.86% |
$33.3K - $35K
|
59.5K
$1.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.02K+ 2.4% |
$31.4K - $33.1K
|
43.6K
$1.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
764+ 0.14% |
$23.5K - $24.7K
|
554K
$17.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
633New |
$19.4K - $20.5K
|
633
$20.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
549New |
$16.9K - $17.8K
|
549
$17.6K
|
|
|
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 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
473+ 0.92% |
$14.5K - $15.3K
|
52.1K
$1.67M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
457+ 0.5% |
$14K - $14.8K
|
92K
$2.94M
|
|
|
Jan 23, 2026
Q4 2025
|
Lansing Street Advisors
|
BUY
|
- |
456+ 0.72% |
$14K - $14.7K
|
64.2K
$2.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
444+ 1.44% |
$13.6K - $14.4K
|
31.3K
$1M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
310+ 1.2% |
$9.52K - $10K
|
26.1K
$837K
|
|
|
Jan 29, 2026
Q4 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
286+ 0.09% |
$8.78K - $9.25K
|
305K
$9.77M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
273New |
$8.38K - $8.83K
|
273
$8.74K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
247+ 0.21% |
$7.59K - $7.99K
|
117K
$3.75M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
195+ 1.54% |
$5.99K - $6.31K
|
12.8K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
171+ 0.24% |
$5.25K - $5.53K
|
71.4K
$2.28M
|
|
|
Jan 26, 2026
Q4 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
146+ 0.04% |
$4.48K - $4.72K
|
357K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
136+ 0.72% |
$4.18K - $4.4K
|
19K
$607K
|
|
|
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 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
104+ 0.66% |
$3.19K - $3.36K
|
15.8K
$506K
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
104+ 0.16% |
$3.19K - $3.36K
|
63.8K
$2.04M
|
|
|
Jan 27, 2026
Q4 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
81+ 0.62% |
$2.49K - $2.62K
|
13.1K
$420K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 0.45% |
$2.36K - $2.49K
|
17.2K
$552K
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
67+ 0.35% |
$2.06K - $2.17K
|
19K
$607K
|
|
|
Jan 27, 2026
Q4 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
66+ 0.72% |
$2.03K - $2.13K
|
9.27K
$297K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
61+ 0.71% |
$1.87K - $1.97K
|
8.59K
$275K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
58+ 0.12% |
$1.78K - $1.88K
|
49.1K
$1.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
56+ 0.58% |
$1.72K - $1.81K
|
9.65K
$309K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
52+ 0.1% |
$1.6K - $1.68K
|
52.3K
$1.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
48+ 0.71% |
$1.47K - $1.55K
|
6.84K
$219K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
43+ 0.53% |
$1.32K - $1.39K
|
8.15K
$261K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
36+ 0.0% |
$1.11K - $1.16K
|
721K
$23.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
20+ 0.05% |
$614 - $647
|
44.2K
$1.41M
|
|