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 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.26K+ 48.94% |
$99.6K - $125K
|
13K
$415K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.16K+ 13.19% |
$97.2K - $122K
|
35.7K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.13KNew |
$96.5K - $121K
|
4.13K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.4KNew |
$79.4K - $99.9K
|
3.4K
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.96K+ 1944.08% |
$69.1K - $86.8K
|
3.11K
$99.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.89KNew |
$44.2K - $55.6K
|
1.89K
$60.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$42.2K - $53.1K
|
1.81K
$57.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.54KNew |
$36K - $45.3K
|
1.54K
$49.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.41K+ 86.49% |
$32.9K - $41.4K
|
3.04K
$97.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 6.34% |
$29.9K - $37.6K
|
21.4K
$686K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.21K+ 5.35% |
$28.4K - $35.7K
|
23.9K
$765K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 20.0% |
$23.4K - $29.4K
|
6K
$192K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
517New |
$12.1K - $15.2K
|
517
$16.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
465New |
$10.9K - $13.7K
|
465
$14.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
416New |
$9.72K - $12.2K
|
416
$13.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
276New |
$6.45K - $8.11K
|
276
$8.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
248New |
$5.8K - $7.29K
|
248
$7.94K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
245+ 1.76% |
$5.73K - $7.2K
|
14.2K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
172+ 1.26% |
$4.02K - $5.06K
|
13.8K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
172New |
$4.02K - $5.06K
|
172
$5.51K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
141+ 1.26% |
$3.3K - $4.14K
|
11.3K
$362K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
96+ 0.77% |
$2.24K - $2.82K
|
12.6K
$404K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
43New |
$1K - $1.26K
|
43
$1.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
196KNew |
$4.8M - $5.34M
|
196K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24.2K+ 0.47% |
$591K - $657K
|
5.12M
$164M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$373K - $415K
|
15.2K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12.3KNew |
$301K - $335K
|
12.3K
$394K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07KNew |
$222K - $247K
|
9.07K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.56KNew |
$209K - $233K
|
8.56K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.46KNew |
$207K - $230K
|
8.46K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
8.04KNew |
$197K - $219K
|
8.04K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$195K - $217K
|
7.98K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.86KNew |
$192K - $214K
|
7.86K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$192K - $213K
|
7.84K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.83KNew |
$191K - $213K
|
7.83K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$189K - $210K
|
7.73K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$188K - $209K
|
7.68K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.72KNew |
$164K - $183K
|
6.72K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
4.8K+ 240.0% |
$117K - $131K
|
6.8K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.57KNew |
$112K - $124K
|
4.57K
$146K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.99K+ 4.36% |
$97.6K - $109K
|
95.5K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.55KNew |
$62.3K - $69.3K
|
2.55K
$81.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.82KNew |
$44.6K - $49.6K
|
1.82K
$58.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.14K+ 11.38% |
$27.8K - $30.9K
|
11.1K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
759New |
$18.6K - $20.6K
|
759
$24.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
264+ 1.05% |
$6.45K - $7.18K
|
25.5K
$815K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.08% |
$171 - $190
|
8.42K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$48.9 - $54.4
|
15.6K
$499K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
118KNew |
$2.92M - $3.19M
|
118K
$3.78M
|
|