Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.92M+ 50.06% |
$46.9M - $52.1M
|
5.74M
$152M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
188K+ 21.54% |
$4.6M - $5.12M
|
1.06M
$28M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
30.8K+ 379.98% |
$754K - $839K
|
39K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
27.3K+ 3.99% |
$668K - $744K
|
713K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22.6K+ 13.39% |
$553K - $615K
|
191K
$5.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
13K+ 1.62% |
$319K - $355K
|
818K
$21.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11.9KNew |
$290K - $323K
|
11.9K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.18K+ 13.73% |
$151K - $168K
|
51.1K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
2.77K+ 21.21% |
$67.6K - $75.2K
|
15.8K
$417K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
598+ 0.15% |
$14.6K - $16.3K
|
391K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
233+ 0.37% |
$5.7K - $6.34K
|
62.5K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
223+ 0.19% |
$5.45K - $6.07K
|
120K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
28+ 0.25% |
$685 - $762
|
11.2K
$295K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.08% |
$171 - $190
|
8.42K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-60- 0.43% |
$1.47K - $1.63K
|
13.9K
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-236- 2.0% |
$5.77K - $6.42K
|
11.6K
$305K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-395- 0.33% |
$9.66K - $10.7K
|
118K
$3.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-829- 1.58% |
$20.3K - $22.5K
|
51.7K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.76K- 16.82% |
$67.5K - $75.1K
|
13.7K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.42K- 22.48% |
$108K - $120K
|
15.2K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-7.46K- 0.91% |
$182K - $203K
|
811K
$21.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9.92K- 13.13% |
$242K - $270K
|
65.6K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-10.3K- 1.7% |
$251K - $279K
|
595K
$15.7M
|