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 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.4K- 4.19% |
$99.5K - $107K
|
77.8K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-949K- 12.47% |
$27.8M - $30M
|
6.67M
$213M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.92K+ 9.6% |
$56K - $60.4K
|
21.9K
$700K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
127K+ 18.73% |
$3.71M - $4M
|
804K
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-487- 0.03% |
$14.2K - $15.4K
|
1.69M
$54M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.1K+ 0.57% |
$32K - $34.6K
|
195K
$6.23M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-1.01K- 1.73% |
$29.6K - $32K
|
57.6K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.54K+ 6.01% |
$44.9K - $48.5K
|
27.1K
$867K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
217+ 0.12% |
$6.35K - $6.85K
|
176K
$5.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-1.99K- 0.15% |
$58.1K - $62.6K
|
1.32M
$42.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
121K+ 34.15% |
$3.54M - $3.82M
|
475K
$15.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-6.26K- 0.89% |
$183K - $198K
|
695K
$22.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.7K- 1.06% |
$49.8K - $53.7K
|
159K
$5.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
127K+ 10.1% |
$3.7M - $3.99M
|
1.38M
$44.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$58.5 - $63.1
|
60.8K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
7.26K+ 1.4% |
$212K - $229K
|
527K
$16.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-26.1K- 44.95% |
$763K - $823K
|
31.9K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
70.5K+ 9.06% |
$2.06M - $2.23M
|
849K
$27.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-6.28K- 2.21% |
$184K - $198K
|
278K
$8.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23+ 0.49% |
$673 - $726
|
4.67K
$150K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
113KNew |
$3.3M - $3.56M
|
113K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
54+ 0.59% |
$1.58K - $1.7K
|
9.21K
$295K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25K- 5.02% |
$732K - $790K
|
474K
$15.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
156+ 1.86% |
$4.56K - $4.92K
|
8.53K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
31K+ 6.0% |
$905K - $977K
|
547K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.13K- 0.42% |
$62.3K - $67.2K
|
506K
$16.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.55K- 2.21% |
$45.4K - $49K
|
68.6K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.91K- 3.25% |
$114K - $123K
|
116K
$3.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
554+ 1.54% |
$16.2K - $17.5K
|
36.6K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.2K- 29.07% |
$531K - $573K
|
44.3K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-3.79K- 0.95% |
$111K - $120K
|
394K
$12.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
123+ 1.5% |
$3.6K - $3.88K
|
8.32K
$266K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2K+ 4.75% |
$58.5K - $63.1K
|
44.1K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38.8KNew |
$1.14M - $1.23M
|
38.8K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
162+ 0.35% |
$4.74K - $5.11K
|
47.1K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-44.5K- 1.56% |
$1.3M - $1.4M
|
2.81M
$89.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.26K- 6.88% |
$36.9K - $39.8K
|
17.1K
$547K
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-14.8K- 0.89% |
$433K - $468K
|
1.64M
$52.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.7K+ 8.34% |
$605K - $653K
|
269K
$8.6M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-8.54K- 2.58% |
$250K - $270K
|
322K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-360- 2.15% |
$10.5K - $11.4K
|
16.4K
$524K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
85+ 0.54% |
$2.49K - $2.68K
|
15.7K
$503K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.58K- 27.85% |
$192K - $208K
|
17K
$545K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
15K+ 12.35% |
$440K - $474K
|
137K
$4.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-254- 4.25% |
$7.43K - $8.02K
|
5.72K
$183K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-4.15K- 2.26% |
$121K - $131K
|
179K
$5.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.11K- 9.72% |
$61.7K - $66.6K
|
19.6K
$627K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4.01K+ 32.66% |
$117K - $127K
|
16.3K
$522K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
41+ 0.33% |
$1.2K - $1.29K
|
12.6K
$402K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.85K+ 3.32% |
$171K - $185K
|
182K
$5.84M
|
|