Latest Institutional Purchases of Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

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
Feb 12, 2025 Q4 2024
Arizona Psprs Trust

Phoenix, AZ
BUY
 -
72.3K
New
$1.79M - $1.95M
72.3K $2.31M
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
42.1K
New
$1.04M - $1.14M
42.1K $1.35M
Feb 12, 2025 Q4 2024
Treynor Bancshares, Inc.

BUY
 -
34.3K
+ 28.02%
$849K - $927K
157K $5.01M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
19.1K
New
$473K - $517K
19.1K $612K
Feb 13, 2025 Q4 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
15.2K
New
$377K - $412K
15.2K $487K
May 01, 2025 Q4 2024
Future You Wealth LLC

New York, NY
BUY
 -
12.7K
New
$314K - $343K
12.7K $406K
Jan 29, 2025 Q4 2024
Hidden Cove Wealth Management, LLC

Bainbridge Island, WA
BUY
 -
10.8K
New
$267K - $291K
10.8K $345K
Jan 24, 2025 Q4 2024
Level Wealth Management LLC

Greensboro, NC
BUY
 -
10.2K
New
$253K - $276K
10.2K $327K
Feb 13, 2025 Q4 2024
Everest Management Corp.

Cupertino, CA
BUY
 -
8.59K
New
$213K - $232K
8.59K $275K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
8.16K
New
$202K - $221K
8.16K $261K
Feb 14, 2025 Q4 2024
Navigoe, LLC

Redondo Beach, CA
BUY
 -
3.32K
New
$82.2K - $89.7K
3.32K $106K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
3.09K
+ 134.36%
$76.5K - $83.5K
5.39K $172K
Feb 10, 2025 Q4 2024
Renasant Bank

BUY
 -
1.2K
+ 8.46%
$29.7K - $32.4K
15.4K $491K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
883
New
$21.9K - $23.9K
883 $28.3K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
460
New
$11.4K - $12.4K
460 $14.7K
Jan 16, 2025 Q4 2024
Hbc Financial Services, Pllc

BUY
 -
330
New
$8.17K - $8.92K
330 $10.6K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
283
New
$7.01K - $7.65K
283 $9.06K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
274
New
$6.78K - $7.41K
274 $8.77K
Feb 14, 2025 Q4 2024
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
189
New
$4.68K - $5.11K
189 $6.05K
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
161
+ 1.91%
$3.99K - $4.35K
8.59K $275K
Feb 18, 2025 Q4 2024
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
127
New
$3.14K - $3.43K
127 $4.07K
Feb 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
103
+ 0.89%
$2.55K - $2.79K
11.7K $375K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
44
+ 0.49%
$1.09K - $1.19K
8.95K $286K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
40
New
$990 - $1.08K
40 $1.28K
Q3 2024
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
22.6K
New
$549K - $616K
22.6K $724K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
19K
+ 25.66%
$462K - $519K
93.2K $2.98M
Nov 14, 2024 Q3 2024
First Manhattan CO

New York, NY
BUY
 -
16K
New
$387K - $435K
16K $511K
Nov 05, 2024 Q3 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
11.7K
New
$284K - $318K
11.7K $374K
Oct 16, 2024 Q3 2024
Orin Green Financial, LLC

BUY
 -
8.79K
New
$213K - $239K
8.79K $281K
Nov 08, 2024 Q3 2024
First Horizon Advisors, Inc.

BUY
 -
5.27K
New
$128K - $144K
5.27K $169K
Nov 15, 2024 Q3 2024
M&T Bank Corp

BUY
 -
5.02K
+ 20.12%
$122K - $137K
30K $959K
Nov 12, 2024 Q3 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
4.27K
New
$104K - $116K
4.27K $137K
Oct 11, 2024 Q3 2024
Org Partners LLC

Roanoke, IN
BUY
 -
459
New
$11.1K - $12.5K
459 $14.7K
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
330
New
$8.02K - $8.99K
330 $10.6K
Oct 15, 2024 Q3 2024
First Pacific Financial

BUY
 -
101
+ 0.69%
$2.45K - $2.75K
14.8K $472K
Oct 25, 2024 Q3 2024
Tnf LLC

BUY
 -
55
+ 0.68%
$1.34K - $1.5K
8.11K $260K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
1
+ 0.38%
$24.3 - $27.3
262 $8.39K
Q2 2024
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
36K
New
$885K - $949K
36K $1.15M
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
29.1K
New
$715K - $767K
29.1K $932K
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
19.6K
New
$481K - $516K
19.6K $627K
Jul 22, 2024 Q2 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
13.5K
New
$331K - $355K
13.5K $432K
Aug 01, 2024 Q2 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
10.5K
New
$257K - $276K
10.5K $335K
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
9.52K
New
$234K - $251K
9.52K $305K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
2.46K
+ 100.29%
$60.4K - $64.8K
4.91K $157K
Jul 15, 2024 Q2 2024
Washington Trust CO

BUY
 -
1.71K
New
$42.1K - $45.1K
1.71K $54.8K
Mar 11, 2025 Q2 2024
Private Capital Management LLC

BUY
 -
1.54K
New
$37.7K - $40.5K
1.54K $49.1K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.22K
New
$29.9K - $32K
1.22K $38.9K
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
891
+ 0.44%
$21.9K - $23.5K
203K $6.51M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
360
New
$8.85K - $9.49K
360 $11.5K

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