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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17New |
$497 - $537
|
17
$544
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
14New |
$410 - $442
|
14
$448
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 0.63% |
$380 - $410
|
2.09K
$67K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.03% |
$380 - $410
|
48.6K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.59% |
$351 - $379
|
2.06K
$65.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
11+ 0.02% |
$322 - $347
|
64.2K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.04% |
$293 - $316
|
24.1K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
9+ 0.07% |
$263 - $284
|
12.7K
$407K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.02% |
$205 - $221
|
31K
$991K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.68% |
$117 - $126
|
593
$19K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3+ 0.03% |
$87.8 - $94.7
|
8.96K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3+ 0.01% |
$87.8 - $94.7
|
24.2K
$776K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.05% |
$58.5 - $63.1
|
3.92K
$126K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$58.5 - $63.1
|
60.8K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2+ 0.0% |
$58.5 - $63.1
|
46.8K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.12% |
$58.5 - $63.1
|
1.62K
$52K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$29.3 - $31.6
|
14.2K
$456K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
620K+ 18.02% |
$14.5M - $18.2M
|
4.06M
$130M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
141KNew |
$3.31M - $4.16M
|
141K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
135K+ 143.15% |
$3.16M - $3.97M
|
230K
$7.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
47.2KNew |
$1.1M - $1.39M
|
47.2K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
36.8K+ 36.58% |
$860K - $1.08M
|
137K
$4.4M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
28.1K+ 4.11% |
$658K - $827K
|
712K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
25.1KNew |
$586K - $737K
|
25.1K
$803K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22.1KNew |
$517K - $651K
|
22.1K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
18KNew |
$421K - $530K
|
18K
$577K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
17.3KNew |
$404K - $508K
|
17.3K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.4KNew |
$383K - $482K
|
16.4K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$379K - $477K
|
16.2K
$519K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.8K+ 0.86% |
$370K - $466K
|
1.86M
$59.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.3KNew |
$357K - $449K
|
15.3K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$316K - $397K
|
13.5K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$276K - $347K
|
11.8K
$378K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.3KNew |
$264K - $332K
|
11.3K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.5K+ 65.67% |
$245K - $308K
|
26.4K
$846K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9.2K+ 241.38% |
$215K - $271K
|
13K
$417K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.2KNew |
$215K - $271K
|
9.2K
$295K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.11KNew |
$213K - $268K
|
9.11K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.64KNew |
$202K - $254K
|
8.64K
$277K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.97KNew |
$186K - $234K
|
7.97K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.73KNew |
$181K - $227K
|
7.73K
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$178K - $224K
|
7.62K
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.42KNew |
$173K - $218K
|
7.42K
$238K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.42KNew |
$173K - $218K
|
7.42K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.31KNew |
$171K - $215K
|
7.31K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.27KNew |
$170K - $214K
|
7.27K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.96KNew |
$163K - $205K
|
6.96K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.9KNew |
$161K - $203K
|
6.9K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.89KNew |
$161K - $203K
|
6.89K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.16KNew |
$121K - $152K
|
5.16K
$165K
|
|