Latest Institutional Transactions on Dimensional ETF Tr (DFAX)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125K+ 6.84% |
$3.07M - $3.41M
|
1.96M
$50.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.51K+ 4.21% |
$37K - $41.2K
|
37.5K
$971K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
1.56K+ 0.05% |
$38.1K - $42.4K
|
2.92M
$75.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.11K- 6.72% |
$51.6K - $57.4K
|
29.3K
$760K
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
196KNew |
$4.8M - $5.34M
|
196K
$5.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.39K+ 12.29% |
$58.4K - $64.9K
|
21.8K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
78.7K+ 3.86% |
$1.92M - $2.14M
|
2.12M
$54.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
22.2K+ 3.91% |
$544K - $605K
|
591K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-33.7K- 37.12% |
$824K - $917K
|
57.1K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
454+ 0.98% |
$11.1K - $12.3K
|
46.8K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
923K+ 47.64% |
$22.6M - $25.1M
|
2.86M
$74.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.75K+ 7.04% |
$238K - $265K
|
148K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-771- 0.35% |
$18.9K - $21K
|
223K
$5.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 1.01% |
$8.48K - $9.44K
|
34.7K
$899K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.16KNew |
$224K - $249K
|
9.16K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 1.02% |
$99.1K - $110K
|
391K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-337- 0.18% |
$8.24K - $9.17K
|
182K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-41.8K- 5.57% |
$1.02M - $1.14M
|
709K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07KNew |
$222K - $247K
|
9.07K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.98K+ 1.34% |
$48.5K - $53.9K
|
150K
$3.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
344+ 1.84% |
$8.41K - $9.36K
|
19.1K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
6.82K+ 1.01% |
$167K - $185K
|
684K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-47.3K- 17.79% |
$1.16M - $1.29M
|
219K
$5.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.3K- 5.45% |
$1.16M - $1.29M
|
820K
$21.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.78K+ 0.73% |
$43.6K - $48.5K
|
247K
$6.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 25.86% |
$347K - $387K
|
40.7K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23.6K- 33.63% |
$576K - $641K
|
46.5K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.18KNew |
$200K - $222K
|
8.18K
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.02% |
$171 - $190
|
46K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
5.44K+ 31.56% |
$133K - $148K
|
22.7K
$588K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.48K- 3.84% |
$36.2K - $40.2K
|
37K
$960K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-48.5K- 3.28% |
$1.19M - $1.32M
|
1.43M
$37.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-649- 0.97% |
$15.9K - $17.7K
|
66.5K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-18.5K- 1.27% |
$453K - $503K
|
1.44M
$37.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.01% |
$48.9 - $54.4
|
13.9K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.73K- 1.73% |
$140K - $156K
|
325K
$8.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.4K- 2.99% |
$156K - $174K
|
208K
$5.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.35KNew |
$32.9K - $36.6K
|
1.35K
$34.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.28K+ 3.59% |
$31.2K - $34.7K
|
36.8K
$954K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.15K- 96.76% |
$52.5K - $58.5K
|
72
$1.87K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 6.94% |
$31.2K - $34.7K
|
17.1K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 12.49% |
$36.6K - $40.7K
|
10.5K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
34.2K+ 24.44% |
$835K - $929K
|
174K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
60.1K+ 19.26% |
$1.47M - $1.63M
|
372K
$9.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
338K+ 7463.97% |
$8.26M - $9.18M
|
342K
$8.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-75- 0.2% |
$1.83K - $2.04K
|
37.6K
$974K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.7K+ 2.59% |
$359K - $400K
|
581K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.86KNew |
$192K - $214K
|
7.86K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-224- 16.54% |
$5.48K - $6.09K
|
1.13K
$29.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.72K+ 3.17% |
$164K - $183K
|
219K
$5.66M
|