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 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1K+ 1391.67% |
$29.3K - $31.6K
|
1.07K
$34.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
928+ 2.89% |
$27.1K - $29.3K
|
33.1K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.15K- 3.11% |
$33.6K - $36.3K
|
35.8K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89.8K- 92.84% |
$2.63M - $2.83M
|
6.93K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.95M+ 68.04% |
$56.9M - $61.4M
|
4.81M
$154M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20+ 0.2% |
$585 - $631
|
10.2K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.75K+ 37.74% |
$80.6K - $86.9K
|
10.1K
$322K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.45K+ 8.14% |
$42.4K - $45.8K
|
19.3K
$616K
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
40.3K+ 9.65% |
$1.18M - $1.27M
|
457K
$14.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26.2K- 30.66% |
$765K - $825K
|
59.1K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
29.4K+ 70.51% |
$860K - $928K
|
71.1K
$2.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.51K+ 4.56% |
$44.1K - $47.6K
|
34.6K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-510- 1.34% |
$14.9K - $16.1K
|
37.5K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-2.95K- 0.41% |
$86.2K - $93K
|
711K
$22.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.99K+ 35.5% |
$175K - $189K
|
22.9K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-21.5K- 35.47% |
$630K - $680K
|
39.2K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-964- 2.14% |
$28.2K - $30.4K
|
44.2K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.77K+ 18.53% |
$256K - $277K
|
56.1K
$1.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.2K+ 7.31% |
$1.99M - $2.15M
|
1M
$32.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.38K+ 19.88% |
$245K - $264K
|
50.5K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-531- 0.59% |
$15.5K - $16.8K
|
90.2K
$2.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
66+ 0.51% |
$1.93K - $2.08K
|
13K
$417K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.08K- 14.39% |
$31.5K - $34K
|
6.4K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.17K- 4.56% |
$34.2K - $36.9K
|
24.4K
$782K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
28.6K+ 0.99% |
$837K - $903K
|
2.91M
$93M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-19.1K- 1.3% |
$558K - $602K
|
1.45M
$46.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.1K+ 5.73% |
$237K - $256K
|
150K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$29.3 - $31.6
|
14.2K
$456K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22+ 10.58% |
$644 - $694
|
230
$7.36K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20+ 0.47% |
$585 - $631
|
4.24K
$136K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.08K+ 1.3% |
$236K - $255K
|
632K
$20.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-363- 5.25% |
$10.6K - $11.5K
|
6.55K
$210K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-597- 1.39% |
$17.5K - $18.8K
|
42.3K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-15K- 4.86% |
$440K - $474K
|
294K
$9.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-225- 1.31% |
$6.58K - $7.1K
|
16.9K
$541K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-426- 4.42% |
$12.5K - $13.4K
|
9.22K
$295K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
90.6K+ 5.33% |
$2.65M - $2.86M
|
1.79M
$57.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
22+ 0.01% |
$644 - $694
|
214K
$6.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-441K- 29.84% |
$12.9M - $13.9M
|
1.04M
$33.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
485+ 0.94% |
$14.2K - $15.3K
|
52.2K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.96K+ 3.4% |
$86.5K - $93.4K
|
89.8K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
144+ 8.02% |
$4.21K - $4.54K
|
1.94K
$62.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-26- 0.05% |
$761 - $821
|
49.3K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.23K- 11.05% |
$65.3K - $70.5K
|
18K
$575K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
11+ 0.02% |
$322 - $347
|
64.2K
$2.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-479- 8.3% |
$14K - $15.1K
|
5.3K
$169K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.32KNew |
$185K - $199K
|
6.32K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
644+ 0.84% |
$18.8K - $20.3K
|
77.2K
$2.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.4K+ 39.75% |
$919K - $992K
|
110K
$3.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.65K+ 25.73% |
$165K - $178K
|
27.6K
$883K
|
|