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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.5K+ 0.78% |
$1.83M - $1.97M
|
8.09M
$259M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.25K+ 7.25% |
$65.9K - $71.1K
|
33.3K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.54% |
$907 - $978
|
5.75K
$184K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.04K- 4.64% |
$89K - $96.1K
|
62.6K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.16K+ 0.36% |
$122K - $131K
|
1.16M
$37.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
665+ 1.14% |
$19.5K - $21K
|
59.1K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.43K+ 10.05% |
$130K - $140K
|
48.5K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-265- 0.41% |
$7.75K - $8.36K
|
65.1K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$371K - $400K
|
12.7K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.93K- 8.35% |
$85.7K - $92.4K
|
32.1K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-4.11K- 1.1% |
$120K - $130K
|
370K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.28K- 0.5% |
$66.7K - $72K
|
457K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8- 0.09% |
$234 - $252
|
9.17K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-633K- 17.2% |
$18.5M - $20M
|
3.05M
$97.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-494- 0.86% |
$14.4K - $15.6K
|
57.2K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.98K+ 6.43% |
$204K - $220K
|
116K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
109K+ 317.28% |
$3.17M - $3.43M
|
143K
$4.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.59K+ 6.53% |
$46.4K - $50K
|
25.9K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
9+ 0.07% |
$263 - $284
|
12.7K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
16.5KNew |
$484K - $522K
|
16.5K
$530K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.68% |
$117 - $126
|
593
$19K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.99K+ 10.66% |
$146K - $157K
|
51.7K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
4.84M+ 136.86% |
$142M - $153M
|
8.38M
$268M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 4.5% |
$171K - $185K
|
136K
$4.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
40.3K+ 3.68% |
$1.18M - $1.27M
|
1.14M
$36.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 0.6% |
$702 - $757
|
4.05K
$130K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
295K+ 4.22% |
$8.64M - $9.32M
|
7.29M
$233M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.15K+ 35.7% |
$33.5K - $36.1K
|
4.35K
$139K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
36.8K+ 148.28% |
$1.08M - $1.16M
|
61.6K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.59K- 0.75% |
$193K - $208K
|
867K
$27.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-2.44K- 8.99% |
$71.4K - $77.1K
|
24.7K
$792K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.54KNew |
$45K - $48.6K
|
1.54K
$49.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
80+ 0.22% |
$2.34K - $2.52K
|
37.1K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 0.59% |
$653K - $705K
|
3.77M
$121M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
541+ 0.18% |
$15.8K - $17.1K
|
299K
$9.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.46K- 11.67% |
$72.1K - $77.8K
|
18.6K
$597K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.93K- 1.86% |
$115K - $124K
|
207K
$6.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
103+ 0.17% |
$3.01K - $3.25K
|
60.6K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
377+ 0.59% |
$11K - $11.9K
|
63.8K
$2.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.75K+ 37.74% |
$80.6K - $86.9K
|
10.1K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.6K+ 180.79% |
$339K - $365K
|
18K
$576K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.17K+ 2.44% |
$34.2K - $36.9K
|
49.1K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
39.6K+ 2.12% |
$1.16M - $1.25M
|
1.91M
$61M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-233- 1.14% |
$6.82K - $7.35K
|
20.2K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.1K- 5.69% |
$32.1K - $34.7K
|
18.2K
$583K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.71KNew |
$255K - $275K
|
8.71K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.9K+ 27.3% |
$378K - $407K
|
60.2K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
7.92K+ 1.31% |
$232K - $250K
|
614K
$19.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.06K+ 9.75% |
$31.1K - $33.6K
|
12K
$384K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.1K- 4.89% |
$646K - $697K
|
430K
$13.8M
|
|