Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q4 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 14, 2026 Q4 2025
Wolfstich Capital, LLC

Medfield, MA
BUY
 -
401K
+ 101.72%
$12.3M - $13M
796K $25.5M
Jan 15, 2026 Q4 2025
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
310K
+ 6.84%
$9.53M - $10M
4.85M $155M
Jan 07, 2026 Q4 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
234K
+ 100.06%
$7.2M - $7.58M
469K $15M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
229K
+ 71.19%
$7.04M - $7.41M
551K $17.6M
Jan 08, 2026 Q4 2025
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
83.6K
+ 28.92%
$2.57M - $2.7M
373K $11.9M
Jan 23, 2026 Q4 2025
Warburton Capital Management, LLC

Tulsa, OK
BUY
 -
73.3K
+ 7.08%
$2.25M - $2.37M
1.11M $35.5M
Jan 21, 2026 Q4 2025
Master'S Wealth Management Inc.

Lancaster, PA
BUY
 -
62.8K
+ 4.74%
$1.93M - $2.03M
1.39M $44.4M
Jan 20, 2026 Q4 2025
Hbe Wealth Management, LLC

Lincoln, NE
BUY
 -
40K
New
$1.23M - $1.29M
40K $1.28M
Jan 16, 2026 Q4 2025
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
38.9K
+ 24.6%
$1.19M - $1.26M
197K $6.3M
Jan 13, 2026 Q4 2025
Cherrydale Wealth Management, LLC

BUY
 -
36.3K
+ 5.6%
$1.11M - $1.17M
684K $21.9M
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
30.2K
+ 10.36%
$929K - $978K
322K $10.3M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
19.5K
+ 0.52%
$600K - $631K
3.79M $121M
Jan 15, 2026 Q4 2025
Better Wealth, LLC

BUY
 -
19.5K
+ 1.08%
$598K - $629K
1.82M $58.3M
Jan 14, 2026 Q4 2025
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
16.9K
+ 1.48%
$520K - $548K
1.16M $37.3M
Jan 08, 2026 Q4 2025
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
15.5K
+ 65.03%
$475K - $500K
39.2K $1.26M
Jan 20, 2026 Q4 2025
New Capital Management LP

BUY
 -
15.2K
+ 0.65%
$468K - $493K
2.35M $75.3M
Jan 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
13.8K
New
$423K - $445K
13.8K $441K
Jan 20, 2026 Q4 2025
Sensenig Capital Advisors, Inc

Collegeville, PA
BUY
 -
10.9K
New
$334K - $351K
10.9K $348K
Jan 16, 2026 Q4 2025
Selective Wealth Management, Inc.

BUY
 -
8.13K
New
$250K - $263K
8.13K $260K
Jan 08, 2026 Q4 2025
Bayshore Asset Management, LLC

BUY
 -
7.45K
+ 3.41%
$229K - $241K
226K $7.24M
Jan 21, 2026 Q4 2025
Modera Wealth Management, LLC

BUY
 -
7.37K
+ 1.56%
$226K - $238K
481K $15.4M
Jan 15, 2026 Q4 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
6.51K
New
$200K - $210K
6.51K $208K
Jan 06, 2026 Q4 2025
Great Oak Capital Partners, LLC

South Easton, MA
BUY
 -
6.46K
New
$198K - $209K
6.46K $207K
Jan 07, 2026 Q4 2025
Holistic Financial Partners

BUY
 -
6.31K
New
$194K - $204K
6.31K $202K
Jan 13, 2026 Q4 2025
Well Done, LLC

BUY
 -
6.2K
+ 96.07%
$190K - $201K
12.7K $405K
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
5.58K
+ 64.62%
$171K - $181K
14.2K $455K
Jan 13, 2026 Q4 2025
Shearwater Capital LLC

BUY
 -
5.08K
+ 0.6%
$156K - $164K
855K $27.4M
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
3.94K
+ 44.59%
$121K - $127K
12.8K $409K
Jan 23, 2026 Q4 2025
Live Oak Private Wealth LLC

BUY
 -
3.64K
+ 1.01%
$112K - $118K
363K $11.6M
Jan 20, 2026 Q4 2025
Semitam Bonam LLC

Goshen, NY
BUY
 -
2.85K
+ 16.94%
$87.6K - $92.2K
19.7K $630K
Jan 15, 2026 Q4 2025
E Rn Financial, LLC

BUY
 -
2.62K
+ 0.81%
$80.3K - $84.6K
325K $10.4M
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

BUY
 -
2.25K
+ 5.11%
$69.2K - $72.8K
46.3K $1.48M
Jan 23, 2026 Q4 2025
Investment Advisory Group, LLC

BUY
 -
1.94K
+ 1.1%
$59.5K - $62.6K
178K $5.69M
Jan 20, 2026 Q4 2025
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
1.63K
+ 5.13%
$50.1K - $52.7K
33.4K $1.07M
Jan 22, 2026 Q4 2025
Market Street Wealth Management Advisors LLC

BUY
 -
1.59K
+ 4.24%
$48.8K - $51.4K
39.1K $1.25M
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
1.57K
New
$48.1K - $50.6K
1.57K $50.1K
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
1.5K
+ 6.58%
$46.2K - $48.6K
24.4K $780K
Jan 20, 2026 Q4 2025
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
1.36K
+ 3.63%
$41.9K - $44.1K
39K $1.25M
Jan 13, 2026 Q4 2025
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
1.15K
+ 15.76%
$35.4K - $37.3K
8.46K $271K
Jan 12, 2026 Q4 2025
Spinnaker Investment Group, LLC

BUY
 -
1.02K
+ 2.4%
$31.4K - $33.1K
43.6K $1.4M
Jan 22, 2026 Q4 2025
Vested Financial Planning, LLC

San Carlos, CA
BUY
 -
764
+ 0.14%
$23.5K - $24.7K
554K $17.7M
Jan 13, 2026 Q4 2025
Tradewinds Capital Management, LLC

BUY
 -
633
New
$19.4K - $20.5K
633 $20.3K
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
549
New
$16.9K - $17.8K
549 $17.6K
Jan 09, 2026 Q4 2025
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
548
+ 0.37%
$16.8K - $17.7K
150K $4.8M
Jan 14, 2026 Q4 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
521
+ 0.77%
$16K - $16.8K
67.8K $2.17M
Jan 15, 2026 Q4 2025
Vannoy Advisory Group, Inc.

Round Rock, TX
BUY
 -
473
+ 0.92%
$14.5K - $15.3K
52.1K $1.67M
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
444
+ 1.44%
$13.6K - $14.4K
31.3K $1M
Jan 16, 2026 Q4 2025
Meredith Wealth Planning

Maryville, IL
BUY
 -
310
+ 1.2%
$9.52K - $10K
26.1K $837K
Jan 08, 2026 Q4 2025
Versant Capital Management, Inc

BUY
 -
247
+ 0.21%
$7.59K - $7.99K
117K $3.75M

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