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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.72K+ 5.77% |
$226K - $244K
|
141K
$4.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.66K+ 4.18% |
$224K - $242K
|
191K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.66K+ 2.26% |
$224K - $242K
|
346K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.62K+ 2.16% |
$223K - $240K
|
359K
$11.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
7.51K+ 1.37% |
$220K - $237K
|
554K
$17.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
7.26K+ 1.4% |
$212K - $229K
|
527K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.98K+ 6.43% |
$204K - $220K
|
116K
$3.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.8K+ 18.3% |
$199K - $215K
|
44K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.79KNew |
$199K - $214K
|
6.79K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.67KNew |
$195K - $211K
|
6.67K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.65KNew |
$195K - $210K
|
6.65K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
6.46KNew |
$189K - $204K
|
6.46K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.43KNew |
$188K - $203K
|
6.43K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.32KNew |
$185K - $199K
|
6.32K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6.12K+ 0.29% |
$179K - $193K
|
2.09M
$67M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
6.07K+ 0.72% |
$178K - $192K
|
849K
$27.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.05K+ 31.8% |
$177K - $191K
|
25.1K
$803K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.99K+ 35.5% |
$175K - $189K
|
22.9K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5.9K+ 1.59% |
$173K - $186K
|
377K
$12.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 4.5% |
$171K - $185K
|
136K
$4.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.85K+ 3.32% |
$171K - $185K
|
182K
$5.84M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
5.79K+ 0.25% |
$169K - $183K
|
2.34M
$74.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.67K+ 10.76% |
$166K - $179K
|
58.4K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.65K+ 25.73% |
$165K - $178K
|
27.6K
$883K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.99K+ 10.66% |
$146K - $157K
|
51.7K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.93KNew |
$144K - $156K
|
4.93K
$158K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.82K+ 3.79% |
$141K - $152K
|
132K
$4.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.77K+ 4.33% |
$140K - $151K
|
115K
$3.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.43K+ 10.05% |
$130K - $140K
|
48.5K
$1.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.43K+ 9.93% |
$130K - $140K
|
49.1K
$1.57M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.36KNew |
$128K - $138K
|
4.36K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.16K+ 0.98% |
$122K - $131K
|
429K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.16K+ 0.36% |
$122K - $131K
|
1.16M
$37.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4.01K+ 32.66% |
$117K - $127K
|
16.3K
$522K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.82K+ 11.31% |
$112K - $121K
|
37.6K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.79K+ 1.77% |
$111K - $120K
|
218K
$6.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.73K+ 4.78% |
$109K - $118K
|
81.9K
$2.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.41K+ 37.61% |
$99.7K - $108K
|
12.5K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
3.35K+ 13.89% |
$97.9K - $106K
|
27.4K
$878K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.32K+ 13.17% |
$97.2K - $105K
|
28.6K
$914K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.31K+ 2.19% |
$96.8K - $104K
|
154K
$4.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.22K+ 8.17% |
$94.1K - $102K
|
42.6K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.15K+ 33.08% |
$92.1K - $99.4K
|
12.7K
$406K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.96K+ 3.4% |
$86.5K - $93.4K
|
89.8K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
2.82KNew |
$82.5K - $89K
|
2.82K
$90.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.75K+ 37.74% |
$80.6K - $86.9K
|
10.1K
$322K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.75K+ 37.74% |
$80.6K - $86.9K
|
10.1K
$322K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.41KNew |
$70.6K - $76.2K
|
2.41K
$77.2K
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.23K+ 14.78% |
$65.1K - $70.2K
|
17.3K
$553K
|
|