Latest Institutional Purchases of Dimensional ETF Tr (DFAX)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
739KNew |
$22.7M - $23.9M
|
739K
$23.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
401K+ 101.72% |
$12.3M - $13M
|
796K
$25.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
310K+ 6.84% |
$9.53M - $10M
|
4.85M
$155M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
234K+ 100.06% |
$7.2M - $7.58M
|
469K
$15M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
229K+ 71.19% |
$7.04M - $7.41M
|
551K
$17.6M
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
218KNew |
$6.7M - $7.06M
|
218K
$6.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
83.6K+ 28.92% |
$2.57M - $2.7M
|
373K
$11.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
80K+ 4.72% |
$2.46M - $2.59M
|
1.78M
$56.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
76.3K+ 24.31% |
$2.34M - $2.47M
|
390K
$12.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
73.3K+ 7.08% |
$2.25M - $2.37M
|
1.11M
$35.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
62.8K+ 4.74% |
$1.93M - $2.03M
|
1.39M
$44.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Glassman Wealth Services
|
BUY
|
- |
57.6K+ 3.02% |
$1.77M - $1.86M
|
1.96M
$62.8M
|
|
|
Jan 26, 2026
Q4 2025
|
De Larme Wealth Management, Inc.
Palos Verdes Estates, CA |
BUY
|
- |
50.2KNew |
$1.54M - $1.62M
|
50.2K
$1.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
40KNew |
$1.23M - $1.29M
|
40K
$1.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
38.9K+ 24.6% |
$1.19M - $1.26M
|
197K
$6.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
36.3K+ 5.6% |
$1.11M - $1.17M
|
684K
$21.9M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
34.3K+ 2.65% |
$1.05M - $1.11M
|
1.33M
$42.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
34.1K+ 1.62% |
$1.05M - $1.1M
|
2.14M
$68.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
32.8K+ 2.15% |
$1.01M - $1.06M
|
1.56M
$49.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Arnold Financial Planning LLC
Hiawatha, IA |
BUY
|
- |
32.5KNew |
$998K - $1.05M
|
32.5K
$1.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
30.2K+ 10.36% |
$929K - $978K
|
322K
$10.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 0.52% |
$600K - $631K
|
3.79M
$121M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
19.5K+ 1.08% |
$598K - $629K
|
1.82M
$58.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
18.5KNew |
$570K - $600K
|
18.5K
$594K
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
16.9K+ 1.48% |
$520K - $548K
|
1.16M
$37.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
15.5K+ 65.03% |
$475K - $500K
|
39.2K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
BUY
|
- |
15.2K+ 0.65% |
$468K - $493K
|
2.35M
$75.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
13.8KNew |
$423K - $445K
|
13.8K
$441K
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
10.9KNew |
$334K - $351K
|
10.9K
$348K
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
10.6KNew |
$326K - $344K
|
10.6K
$340K
|
|
|
Jan 23, 2026
Q4 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
8.58K+ 26.0% |
$264K - $278K
|
41.6K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
8.13KNew |
$250K - $263K
|
8.13K
$260K
|
|
|
Jan 28, 2026
Q4 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.69KNew |
$236K - $249K
|
7.69K
$246K
|
|
|
Jan 26, 2026
Q4 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.61K+ 0.58% |
$234K - $246K
|
1.32M
$42.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.45K+ 3.41% |
$229K - $241K
|
226K
$7.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.37K+ 1.56% |
$226K - $238K
|
481K
$15.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.51KNew |
$200K - $210K
|
6.51K
$208K
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
6.46KNew |
$198K - $209K
|
6.46K
$207K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
6.31KNew |
$194K - $204K
|
6.31K
$202K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
6.2K+ 96.07% |
$190K - $201K
|
12.7K
$405K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.65K+ 10.44% |
$173K - $183K
|
59.8K
$1.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.58K+ 64.62% |
$171K - $181K
|
14.2K
$455K
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
5.08K+ 0.6% |
$156K - $164K
|
855K
$27.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
5.04K+ 0.96% |
$155K - $163K
|
532K
$17M
|
|
|
Jan 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.7K+ 13.08% |
$144K - $152K
|
40.6K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.94K+ 44.59% |
$121K - $127K
|
12.8K
$409K
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.64K+ 1.01% |
$112K - $118K
|
363K
$11.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.46K+ 1.29% |
$106K - $112K
|
272K
$8.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.85K+ 16.94% |
$87.6K - $92.2K
|
19.7K
$630K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.62K+ 0.81% |
$80.3K - $84.6K
|
325K
$10.4M
|
|