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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.9K- 43.24% |
$138K - $173K
|
7.75K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.73KNew |
$181K - $227K
|
7.73K
$248K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.3KNew |
$264K - $332K
|
11.3K
$362K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
465New |
$10.9K - $13.7K
|
465
$14.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-408- 2.1% |
$9.53K - $12K
|
19K
$609K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-570- 1.33% |
$13.3K - $16.8K
|
42.3K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
517New |
$12.1K - $15.2K
|
517
$16.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.11KNew |
$213K - $268K
|
9.11K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.13KNew |
$96.5K - $121K
|
4.13K
$132K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.99K+ 4.36% |
$97.6K - $109K
|
95.5K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 30.41% |
$448K - $499K
|
41.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.72KNew |
$164K - $183K
|
6.72K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-231- 2.21% |
$5.65K - $6.28K
|
10.2K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$188K - $209K
|
7.68K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24.2K+ 0.47% |
$591K - $657K
|
5.12M
$164M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
4.8K+ 240.0% |
$117K - $131K
|
6.8K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.18K- 13.38% |
$28.9K - $32.2K
|
7.67K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.57KNew |
$112K - $124K
|
4.57K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$48.9 - $54.4
|
15.6K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
759New |
$18.6K - $20.6K
|
759
$24.3K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$373K - $415K
|
15.2K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.46KNew |
$207K - $230K
|
8.46K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.55KNew |
$62.3K - $69.3K
|
2.55K
$81.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67K- 33.51% |
$114K - $127K
|
9.26K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.02K- 9.68% |
$73.9K - $82.2K
|
28.2K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-511- 1.04% |
$12.5K - $13.9K
|
48.6K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1K- 8.62% |
$24.5K - $27.2K
|
10.6K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.56KNew |
$209K - $233K
|
8.56K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$195K - $217K
|
7.98K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.2K- 5.85% |
$29.3K - $32.6K
|
19.3K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12.3KNew |
$301K - $335K
|
12.3K
$394K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-844- 2.23% |
$20.6K - $23K
|
37.1K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-758- 7.64% |
$18.5K - $20.6K
|
9.17K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$192K - $213K
|
7.84K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.82KNew |
$44.6K - $49.6K
|
1.82K
$58.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-700- 5.25% |
$17.1K - $19K
|
12.6K
$404K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.83KNew |
$191K - $213K
|
7.83K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
8.04KNew |
$197K - $219K
|
8.04K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.64K- 5.14% |
$40K - $44.5K
|
30.2K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
264+ 1.05% |
$6.45K - $7.18K
|
25.5K
$815K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$189K - $210K
|
7.73K
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
196KNew |
$4.8M - $5.34M
|
196K
$6.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07KNew |
$222K - $247K
|
9.07K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 12.49% |
$36.6K - $40.7K
|
10.5K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.12K- 1.32% |
$101K - $112K
|
308K
$9.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-75- 0.2% |
$1.83K - $2.04K
|
37.6K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.86KNew |
$192K - $214K
|
7.86K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.14K+ 11.38% |
$27.8K - $30.9K
|
11.1K
$356K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.08% |
$171 - $190
|
8.42K
$270K
|
|
| Q4 2024 | |||||||
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
12.7KNew |
$314K - $343K
|
12.7K
$406K
|
|