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 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-7.63K- 3.79% |
$234K - $247K
|
194K
$6.2M
|
|
|
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
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
548+ 0.37% |
$16.8K - $17.7K
|
150K
$4.8M
|
|
|
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
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-183- 1.2% |
$5.62K - $5.92K
|
15K
$481K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.4K- 2.52% |
$597K - $628K
|
751K
$24M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.58K+ 64.62% |
$171K - $181K
|
14.2K
$455K
|
|
|
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
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
15.5K+ 65.03% |
$475K - $500K
|
39.2K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
247+ 0.21% |
$7.59K - $7.99K
|
117K
$3.75M
|
|
|
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
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.45K+ 3.41% |
$229K - $241K
|
226K
$7.24M
|
|
|
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 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26.7K- 72.44% |
$819K - $862K
|
10.1K
$325K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-31.2K- 48.43% |
$958K - $1.01M
|
33.2K
$1.06M
|
|
|
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
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.18K- 4.07% |
$66.9K - $70.5K
|
51.4K
$1.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21.7K- 14.06% |
$666K - $701K
|
133K
$4.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
234K+ 100.06% |
$7.2M - $7.58M
|
469K
$15M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
171+ 0.24% |
$5.25K - $5.53K
|
71.4K
$2.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
6.31KNew |
$194K - $204K
|
6.31K
$202K
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-9.38K- 0.71% |
$288K - $303K
|
1.32M
$42.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
6.46KNew |
$198K - $209K
|
6.46K
$207K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19.7K- 5.12% |
$604K - $636K
|
364K
$11.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12.9K- 6.64% |
$395K - $416K
|
181K
$5.79M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-199- 0.35% |
$6.11K - $6.44K
|
57.3K
$1.83M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.04% |
$234 - $252
|
19.1K
$612K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
85.9K+ 5.97% |
$2.51M - $2.71M
|
1.52M
$48.8M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
49.8K+ 12.02% |
$1.46M - $1.57M
|
464K
$14.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
581K+ 9.25% |
$17M - $18.3M
|
6.86M
$220M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.1K+ 225.07% |
$851K - $918K
|
42K
$1.34M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 0.01% |
$58.5 - $63.1
|
14.9K
$476K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.82K- 1.58% |
$53.1K - $57.3K
|
113K
$3.63M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
349+ 0.33% |
$10.2K - $11K
|
108K
$3.45M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.32K+ 129.06% |
$273K - $294K
|
16.5K
$530K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-78.6K- 3.71% |
$2.3M - $2.48M
|
2.04M
$65.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.51K- 0.55% |
$44.1K - $47.6K
|
271K
$8.67M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
68.7KNew |
$2.01M - $2.17M
|
68.7K
$2.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.36KNew |
$128K - $138K
|
4.36K
$140K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7.72KNew |
$226K - $244K
|
7.72K
$247K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.7K+ 2.89% |
$1.13M - $1.22M
|
1.38M
$44.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
107+ 0.6% |
$3.13K - $3.38K
|
18K
$576K
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
SELL
|
- |
-2.78K- 7.32% |
$81.3K - $87.7K
|
35.2K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
52+ 0.57% |
$1.52K - $1.64K
|
9.12K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22.2K+ 194.89% |
$649K - $700K
|
33.6K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6.12K+ 0.29% |
$179K - $193K
|
2.09M
$67M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.36K- 3.39% |
$39.8K - $42.9K
|
38.8K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-214K- 35.16% |
$6.25M - $6.74M
|
394K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-14.1K- 2.87% |
$412K - $444K
|
477K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-400- 1.63% |
$11.7K - $12.6K
|
24.2K
$774K
|
|