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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
172New |
$4.02K - $5.06K
|
172
$5.51K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.81K- 8.8% |
$65.7K - $82.6K
|
29.1K
$932K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 6.34% |
$29.9K - $37.6K
|
21.4K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
141+ 1.26% |
$3.3K - $4.14K
|
11.3K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.5K+ 65.67% |
$245K - $308K
|
26.4K
$846K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-4.44K- 23.82% |
$104K - $130K
|
14.2K
$455K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.16KNew |
$121K - $152K
|
5.16K
$165K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.98K- 42.54% |
$92.9K - $117K
|
5.37K
$172K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$178K - $224K
|
7.62K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.2KNew |
$215K - $271K
|
9.2K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.97K- 93.1% |
$92.7K - $117K
|
294
$9.41K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.42KNew |
$173K - $218K
|
7.42K
$238K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-12- 0.15% |
$280 - $353
|
7.76K
$248K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.16K+ 13.19% |
$97.2K - $122K
|
35.7K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 3.98% |
$58.4K - $73.4K
|
60.3K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 20.0% |
$23.4K - $29.4K
|
6K
$192K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-35- 1.31% |
$818 - $1.03K
|
2.65K
$84.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
43New |
$1K - $1.26K
|
43
$1.38K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.77K- 16.06% |
$64.7K - $81.3K
|
14.5K
$463K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-358- 1.17% |
$8.37K - $10.5K
|
30.2K
$968K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.49K- 37.3% |
$105K - $132K
|
7.54K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.9KNew |
$161K - $203K
|
6.9K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.96K- 2.5% |
$69.2K - $87.1K
|
116K
$3.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-11.1K- 4.9% |
$259K - $326K
|
215K
$6.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-175- 0.42% |
$4.09K - $5.14K
|
41.6K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.89KNew |
$44.2K - $55.6K
|
1.89K
$60.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.89KNew |
$161K - $203K
|
6.89K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
141KNew |
$3.31M - $4.16M
|
141K
$4.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.42KNew |
$173K - $218K
|
7.42K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.96K+ 1944.08% |
$69.1K - $86.8K
|
3.11K
$99.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.54KNew |
$36K - $45.3K
|
1.54K
$49.3K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
28.1K+ 4.11% |
$658K - $827K
|
712K
$22.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-502K- 95.74% |
$11.7M - $14.7M
|
22.3K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$42.2K - $53.1K
|
1.81K
$57.8K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
96+ 0.77% |
$2.24K - $2.82K
|
12.6K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-255- 1.88% |
$5.96K - $7.49K
|
13.3K
$426K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-640- 7.59% |
$15K - $18.8K
|
7.8K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-254K- 35.86% |
$5.94M - $7.47M
|
455K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
17.3KNew |
$404K - $508K
|
17.3K
$553K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.96KNew |
$163K - $205K
|
6.96K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
36.8K+ 36.58% |
$860K - $1.08M
|
137K
$4.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
245+ 1.76% |
$5.73K - $7.2K
|
14.2K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-448- 3.07% |
$10.5K - $13.2K
|
14.2K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-685- 0.98% |
$16K - $20.1K
|
69.1K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.31KNew |
$171K - $215K
|
7.31K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-711- 1.47% |
$16.6K - $20.9K
|
47.6K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.21K+ 5.35% |
$28.4K - $35.7K
|
23.9K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-231K- 36.97% |
$5.41M - $6.8M
|
395K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1K- 1.47% |
$23.4K - $29.4K
|
66.9K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.27KNew |
$170K - $214K
|
7.27K
$233K
|
|