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 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.19K+ 6.33% |
$64.1K - $69.1K
|
36.8K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.14K+ 1.67% |
$62.5K - $67.4K
|
130K
$4.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2K+ 4.75% |
$58.5K - $63.1K
|
44.1K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.96K+ 1.81% |
$57.3K - $61.9K
|
110K
$3.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.93K+ 0.15% |
$56.5K - $60.9K
|
1.33M
$42.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.92K+ 9.6% |
$56K - $60.4K
|
21.9K
$700K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.87K+ 0.89% |
$54.6K - $59K
|
212K
$6.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.76K+ 3.06% |
$51.4K - $55.5K
|
59.3K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.59K+ 6.53% |
$46.4K - $50K
|
25.9K
$828K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.58K+ 76.06% |
$46.2K - $49.8K
|
3.66K
$117K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.54KNew |
$45K - $48.6K
|
1.54K
$49.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.54K+ 6.01% |
$44.9K - $48.5K
|
27.1K
$867K
|
|
|
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 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.45K+ 8.14% |
$42.4K - $45.8K
|
19.3K
$616K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.33K+ 5.94% |
$39K - $42.1K
|
23.8K
$761K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 2.86% |
$37.3K - $40.2K
|
45.9K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.27K+ 24.83% |
$37K - $39.9K
|
6.36K
$204K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.17K+ 2.44% |
$34.2K - $36.9K
|
49.1K
$1.57M
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.15K+ 35.7% |
$33.5K - $36.1K
|
4.35K
$139K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.13KNew |
$33.1K - $35.7K
|
1.13K
$36.2K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.12K+ 1.28% |
$32.9K - $35.5K
|
89.2K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.1K+ 0.57% |
$32K - $34.6K
|
195K
$6.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.07K+ 7.13% |
$31.3K - $33.8K
|
16.1K
$515K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.06K+ 9.75% |
$31.1K - $33.6K
|
12K
$384K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1K+ 1391.67% |
$29.3K - $31.6K
|
1.07K
$34.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
959+ 2.49% |
$28.1K - $30.3K
|
39.4K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
935+ 2.85% |
$27.3K - $29.5K
|
33.7K
$1.08M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
926+ 1.32% |
$27.1K - $29.2K
|
71.2K
$2.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
874+ 5.66% |
$25.6K - $27.6K
|
16.3K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
859+ 5.38% |
$25.1K - $27.1K
|
16.8K
$539K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
716+ 0.6% |
$20.9K - $22.6K
|
120K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
690+ 7.73% |
$20.2K - $21.8K
|
9.62K
$308K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
668New |
$19.5K - $21.1K
|
668
$21.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
665+ 1.14% |
$19.5K - $21K
|
59.1K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
644+ 0.84% |
$18.8K - $20.3K
|
77.2K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
632+ 8.24% |
$18.5K - $19.9K
|
8.3K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
554+ 1.54% |
$16.2K - $17.5K
|
36.6K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
541+ 0.18% |
$15.8K - $17.1K
|
299K
$9.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
508+ 0.18% |
$14.9K - $16K
|
286K
$9.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
485+ 0.94% |
$14.2K - $15.3K
|
52.2K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
481+ 0.94% |
$14.1K - $15.2K
|
51.6K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
437+ 22.36% |
$12.8K - $13.8K
|
2.39K
$76.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
377+ 0.59% |
$11K - $11.9K
|
63.8K
$2.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
368+ 0.76% |
$10.8K - $11.6K
|
49K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
361+ 1.42% |
$10.6K - $11.4K
|
25.8K
$827K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
349+ 0.33% |
$10.2K - $11K
|
108K
$3.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
340+ 0.56% |
$9.95K - $10.7K
|
61.6K
$1.97M
|
|