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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-6.36K- 6.9% |
$186K - $201K
|
85.9K
$2.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.62K+ 2.16% |
$223K - $240K
|
359K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18+ 0.19% |
$527 - $568
|
9.74K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-135- 11.5% |
$3.95K - $4.26K
|
1.04K
$33.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14K+ 4.01% |
$411K - $443K
|
364K
$11.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
6.07K+ 0.72% |
$178K - $192K
|
849K
$27.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 1.0% |
$8.89K - $9.59K
|
30.9K
$988K
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
49.7K+ 1.37% |
$1.45M - $1.57M
|
3.68M
$118M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-7.16K- 0.98% |
$209K - $226K
|
721K
$23.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
52.2K+ 19.93% |
$1.53M - $1.65M
|
314K
$10M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.8K+ 18.3% |
$199K - $215K
|
44K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 1.74% |
$33.6K - $36.3K
|
67.3K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
21.4K+ 10.13% |
$627K - $677K
|
233K
$7.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
32.3K+ 7.91% |
$945K - $1.02M
|
441K
$14.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-156- 1.31% |
$4.56K - $4.92K
|
11.8K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.4K+ 190.51% |
$392K - $423K
|
20.4K
$654K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.71K- 16.61% |
$49.9K - $53.8K
|
8.56K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-24K- 3.41% |
$703K - $759K
|
682K
$21.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-35.8K- 0.88% |
$1.05M - $1.13M
|
4.05M
$130M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.07M- 99.96% |
$31.3M - $33.7M
|
417
$13.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.47K- 10.83% |
$72.2K - $77.9K
|
20.3K
$651K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.65K- 4.06% |
$107K - $115K
|
86.2K
$2.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-1.9K- 2.95% |
$55.5K - $59.9K
|
62.3K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
66.4K+ 186.69% |
$1.94M - $2.09M
|
102K
$3.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
27.6K+ 4.46% |
$808K - $872K
|
648K
$20.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-45- 0.05% |
$1.32K - $1.42K
|
89.7K
$2.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
53.4K+ 8.6% |
$1.56M - $1.68M
|
674K
$21.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-5.41K- 4.46% |
$158K - $171K
|
116K
$3.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-35K- 1.47% |
$1.02M - $1.1M
|
2.35M
$75.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 1.42% |
$553K - $597K
|
1.31M
$41.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-472- 0.86% |
$13.8K - $14.9K
|
54.1K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.65KNew |
$195K - $210K
|
6.65K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
51+ 0.06% |
$1.49K - $1.61K
|
80.7K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.25K+ 4.08% |
$36.4K - $39.3K
|
31.8K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
193K+ 4.43% |
$5.63M - $6.08M
|
4.54M
$145M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.59K- 2.29% |
$134K - $145K
|
196K
$6.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.13KNew |
$33.1K - $35.7K
|
1.13K
$36.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 5.5% |
$491K - $530K
|
322K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-79K- 5.8% |
$2.31M - $2.49M
|
1.28M
$41.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.64K- 4.19% |
$48K - $51.8K
|
37.5K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-38- 0.08% |
$1.11K - $1.2K
|
47.1K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
13.8K+ 21.86% |
$404K - $436K
|
77K
$2.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.43K+ 9.93% |
$130K - $140K
|
49.1K
$1.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.22K+ 8.17% |
$94.1K - $102K
|
42.6K
$1.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-15.6K- 5.25% |
$457K - $493K
|
282K
$9.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-80.6K- 7.23% |
$2.36M - $2.55M
|
1.03M
$33.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-650- 0.83% |
$19K - $20.5K
|
77.9K
$2.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32.7K- 3.48% |
$955K - $1.03M
|
905K
$29M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-181- 0.17% |
$5.29K - $5.71K
|
106K
$3.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19.6K- 3.5% |
$575K - $620K
|
542K
$17.4M
|
|