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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
310K+ 6.84% |
$9.53M - $10M
|
4.85M
$155M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
13.8KNew |
$423K - $445K
|
13.8K
$441K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.4K- 65.58% |
$412K - $433K
|
7.04K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
195+ 1.54% |
$5.99K - $6.31K
|
12.8K
$411K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-614- 3.13% |
$18.9K - $19.9K
|
19K
$607K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-2.26K- 2.21% |
$69.3K - $72.9K
|
99.7K
$3.19M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.62K+ 0.81% |
$80.3K - $84.6K
|
325K
$10.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
19.5K+ 1.08% |
$598K - $629K
|
1.82M
$58.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.9K- 1.25% |
$89.2K - $93.9K
|
229K
$7.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3+ 0.03% |
$92.1 - $97
|
8.96K
$287K
|
|
|
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 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.51KNew |
$200K - $210K
|
6.51K
$208K
|
|
|
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
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-750- 3.69% |
$23K - $24.3K
|
19.6K
$627K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
521+ 0.77% |
$16K - $16.8K
|
67.8K
$2.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-354- 84.89% |
$10.9K - $11.4K
|
63
$2.02K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
120+ 1.73% |
$3.69K - $3.88K
|
7.05K
$226K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-30K- 5.52% |
$920K - $969K
|
512K
$16.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
16.9K+ 1.48% |
$520K - $548K
|
1.16M
$37.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-130- 0.15% |
$3.99K - $4.2K
|
86K
$2.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-1.78K- 2.2% |
$54.6K - $57.5K
|
78.9K
$2.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
36+ 0.0% |
$1.11K - $1.16K
|
721K
$23.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.88K- 0.95% |
$88.4K - $93K
|
301K
$9.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
401K+ 101.72% |
$12.3M - $13M
|
796K
$25.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
6.2K+ 96.07% |
$190K - $201K
|
12.7K
$405K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
52+ 0.1% |
$1.6K - $1.68K
|
52.3K
$1.67M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
5.08K+ 0.6% |
$156K - $164K
|
855K
$27.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.39K- 1.3% |
$73.4K - $77.3K
|
181K
$5.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
36.3K+ 5.6% |
$1.11M - $1.17M
|
684K
$21.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
633New |
$19.4K - $20.5K
|
633
$20.3K
|
|
|
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 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 0.52% |
$600K - $631K
|
3.79M
$121M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.8K- 7.26% |
$178K - $187K
|
74.1K
$2.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
61+ 0.71% |
$1.87K - $1.97K
|
8.59K
$275K
|
|
|
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
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.02K+ 2.4% |
$31.4K - $33.1K
|
43.6K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
127+ 0.11% |
$3.9K - $4.11K
|
116K
$3.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-46.5K- 1.98% |
$1.43M - $1.51M
|
2.3M
$73.7M
|
|
|
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 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.83K- 1.1% |
$86.8K - $91.4K
|
255K
$8.17M
|
|
|
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
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-15.3K- 17.07% |
$470K - $495K
|
74.4K
$2.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.57KNew |
$48.1K - $50.6K
|
1.57K
$50.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.94K+ 44.59% |
$121K - $127K
|
12.8K
$409K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
30.2K+ 10.36% |
$929K - $978K
|
322K
$10.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-7.63K- 3.79% |
$234K - $247K
|
194K
$6.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-943- 0.85% |
$29K - $30.5K
|
110K
$3.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
548+ 0.37% |
$16.8K - $17.7K
|
150K
$4.8M
|
|
|
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
|
Wedmont Private Capital
|
BUY
|
- |
5.58K+ 64.62% |
$171K - $181K
|
14.2K
$455K
|
|