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 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
324+ 3.58% |
$9.48K - $10.2K
|
9.38K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
305+ 3.2% |
$8.92K - $9.63K
|
9.83K
$315K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 1.0% |
$8.89K - $9.59K
|
30.9K
$988K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
295+ 0.83% |
$8.63K - $9.31K
|
35.9K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
270+ 20.06% |
$7.9K - $8.52K
|
1.62K
$51.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
217+ 0.12% |
$6.35K - $6.85K
|
176K
$5.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
205+ 0.18% |
$6K - $6.47K
|
117K
$3.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
164+ 0.0% |
$4.8K - $5.18K
|
5.14M
$164M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
162+ 0.35% |
$4.74K - $5.11K
|
47.1K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
156+ 1.86% |
$4.56K - $4.92K
|
8.53K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
144+ 8.02% |
$4.21K - $4.54K
|
1.94K
$62.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
141+ 0.46% |
$4.12K - $4.45K
|
31.1K
$995K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
136+ 0.59% |
$3.98K - $4.29K
|
23K
$737K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
123+ 1.5% |
$3.6K - $3.88K
|
8.32K
$266K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
120+ 0.92% |
$3.51K - $3.79K
|
13.1K
$420K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
107+ 0.6% |
$3.13K - $3.38K
|
18K
$576K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
103+ 0.34% |
$3.01K - $3.25K
|
30.2K
$968K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
103+ 0.17% |
$3.01K - $3.25K
|
60.6K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
88+ 0.01% |
$2.57K - $2.78K
|
1.11M
$35.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
85+ 0.54% |
$2.49K - $2.68K
|
15.7K
$503K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
80+ 0.22% |
$2.34K - $2.52K
|
37.1K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
71+ 0.6% |
$2.08K - $2.24K
|
12K
$384K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
68+ 0.15% |
$1.99K - $2.15K
|
45.2K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
66+ 0.51% |
$1.93K - $2.08K
|
13K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65New |
$1.9K - $2.05K
|
65
$2.08K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65+ 0.59% |
$1.9K - $2.05K
|
11K
$353K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.37% |
$1.87K - $2.02K
|
17.2K
$549K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
60+ 0.09% |
$1.76K - $1.89K
|
65.9K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
59+ 0.6% |
$1.73K - $1.86K
|
9.91K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
56+ 0.3% |
$1.64K - $1.77K
|
18.9K
$604K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
54+ 0.59% |
$1.58K - $1.7K
|
9.21K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
52+ 0.57% |
$1.52K - $1.64K
|
9.12K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
51+ 0.06% |
$1.49K - $1.61K
|
80.7K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
48+ 0.6% |
$1.4K - $1.51K
|
8.11K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
41+ 0.33% |
$1.2K - $1.29K
|
12.6K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
39+ 0.59% |
$1.14K - $1.23K
|
6.65K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37+ 0.18% |
$1.08K - $1.17K
|
20.1K
$643K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
37+ 0.45% |
$1.08K - $1.17K
|
8.25K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.54% |
$907 - $978
|
5.75K
$184K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.59% |
$819 - $884
|
4.74K
$152K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
26+ 0.12% |
$761 - $821
|
21.1K
$674K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 0.6% |
$702 - $757
|
4.05K
$130K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23+ 0.49% |
$673 - $726
|
4.67K
$150K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22+ 10.58% |
$644 - $694
|
230
$7.36K
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
22+ 0.01% |
$644 - $694
|
214K
$6.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
21+ 0.35% |
$614 - $663
|
5.94K
$190K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20+ 0.2% |
$585 - $631
|
10.2K
$326K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
20+ 0.47% |
$585 - $631
|
4.24K
$136K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20+ 0.01% |
$585 - $631
|
187K
$5.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18+ 0.19% |
$527 - $568
|
9.74K
$312K
|
|