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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$357K - $388K
|
15.2K
$405K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14.1K+ 2.87% |
$330K - $358K
|
505K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.1KNew |
$284K - $309K
|
12.1K
$322K
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
11.7KNew |
$274K - $298K
|
11.7K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$257K - $280K
|
11K
$292K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
10K+ 55.61% |
$235K - $256K
|
28.1K
$747K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
8.05KNew |
$188K - $205K
|
8.05K
$214K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8KNew |
$187K - $204K
|
8K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$187K - $203K
|
7.98K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.99KNew |
$164K - $178K
|
6.99K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.47KNew |
$151K - $165K
|
6.47K
$172K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.4KNew |
$150K - $163K
|
6.4K
$170K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.62K+ 18.67% |
$37.9K - $41.2K
|
10.3K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.33K+ 11.52% |
$31.1K - $33.8K
|
12.9K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164New |
$3.84K - $4.17K
|
164
$4.36K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
40.6KNew |
$870K - $991K
|
40.6K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
34.9K+ 2.45% |
$748K - $852K
|
1.46M
$38.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$294K - $335K
|
13.7K
$365K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$256K - $291K
|
11.9K
$317K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.9KNew |
$234K - $267K
|
10.9K
$290K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8.19KNew |
$176K - $200K
|
8.19K
$218K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$105K - $119K
|
4.88K
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$61.3K - $69.8K
|
2.86K
$76K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.09KNew |
$44.9K - $51.1K
|
2.09K
$55.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.1KNew |
$23.5K - $26.7K
|
1.1K
$29.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
378+ 1.59% |
$8.1K - $9.23K
|
24.2K
$642K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
153New |
$3.28K - $3.74K
|
153
$4.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50New |
$1.07K - $1.22K
|
50
$1.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.72% |
$579 - $659
|
3.79K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.73% |
$493 - $562
|
3.17K
$84.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.14% |
$429 - $488
|
13.9K
$370K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
53.5KNew |
$1.2M - $1.3M
|
53.5K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
28.7KNew |
$644K - $699K
|
28.7K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.5K+ 20.11% |
$325K - $353K
|
86.5K
$2.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12.9K+ 4.41% |
$290K - $315K
|
307K
$8.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.7KNew |
$239K - $260K
|
10.7K
$284K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.35KNew |
$209K - $228K
|
9.35K
$248K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.26K+ 2.79% |
$140K - $152K
|
231K
$6.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.28KNew |
$95.9K - $104K
|
4.28K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.34KNew |
$74.8K - $81.3K
|
3.34K
$88.7K
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.01K+ 11.21% |
$67.5K - $73.3K
|
29.9K
$794K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.25K+ 6.27% |
$50.4K - $54.7K
|
38.1K
$1.01M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 25.0% |
$22.4K - $24.4K
|
5K
$133K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
710New |
$15.9K - $17.3K
|
710
$18.9K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
450+ 2.25% |
$10.1K - $11K
|
20.4K
$543K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
162+ 0.14% |
$3.63K - $3.94K
|
118K
$3.15M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
102+ 0.79% |
$2.29K - $2.48K
|
13K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$2.24K - $2.44K
|
100
$2.66K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
37+ 92.5% |
$829 - $901
|
77
$2.05K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.38% |
$762 - $828
|
8.96K
$238K
|
|