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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
9.5M+ 328913.59% |
$232M - $258M
|
9.51M
$273M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.92M+ 50.06% |
$46.9M - $52.1M
|
5.74M
$165M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.68MNew |
$41.1M - $45.7M
|
1.68M
$48.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
923K+ 47.64% |
$22.6M - $25.1M
|
2.86M
$82M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
533K+ 18.33% |
$13M - $14.5M
|
3.44M
$98.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
432K+ 9.1% |
$10.6M - $11.7M
|
5.18M
$148M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
375K+ 2257.77% |
$9.16M - $10.2M
|
391K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
368K+ 4.87% |
$9M - $10M
|
7.93M
$227M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
364KNew |
$8.91M - $9.91M
|
364K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
338K+ 7463.97% |
$8.26M - $9.18M
|
342K
$9.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
337K+ 177.94% |
$8.24M - $9.17M
|
527K
$15.1M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
323KNew |
$7.91M - $8.8M
|
323K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
311KNew |
$7.6M - $8.45M
|
311K
$8.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
309KNew |
$7.57M - $8.42M
|
309K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
288K+ 258.5% |
$7.05M - $7.84M
|
400K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
270K+ 10.91% |
$6.61M - $7.36M
|
2.75M
$78.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 3.47% |
$6.42M - $7.14M
|
7.84M
$225M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
219K+ 40.66% |
$5.36M - $5.97M
|
759K
$21.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
199K+ 14.57% |
$4.86M - $5.41M
|
1.56M
$44.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
196KNew |
$4.8M - $5.34M
|
196K
$5.63M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
190KNew |
$4.64M - $5.17M
|
190K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
188K+ 21.54% |
$4.6M - $5.12M
|
1.06M
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
147K+ 3.83% |
$3.59M - $4M
|
3.99M
$114M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128K+ 33.36% |
$3.12M - $3.48M
|
511K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 38.1% |
$3.11M - $3.46M
|
461K
$13.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125K+ 6.84% |
$3.07M - $3.41M
|
1.96M
$56.2M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
121K+ 10.07% |
$2.96M - $3.3M
|
1.33M
$38M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
112K+ 18.22% |
$2.73M - $3.03M
|
724K
$20.8M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107K+ 10.8% |
$2.62M - $2.92M
|
1.1M
$31.6M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
101K+ 3.8% |
$2.48M - $2.76M
|
2.77M
$79.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
95.8KNew |
$2.34M - $2.61M
|
95.8K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.5KNew |
$2.31M - $2.57M
|
94.5K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
83.4K+ 211.43% |
$2.04M - $2.27M
|
123K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
81.4K+ 6.22% |
$1.99M - $2.21M
|
1.39M
$39.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
78.7K+ 3.86% |
$1.92M - $2.14M
|
2.12M
$60.7M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
77.7K+ 4.54% |
$1.9M - $2.11M
|
1.79M
$51.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.6K+ 5.21% |
$1.82M - $2.03M
|
1.51M
$43.2M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
69.2K+ 18.11% |
$1.69M - $1.88M
|
451K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
67.5KNew |
$1.65M - $1.84M
|
67.5K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
63.4K+ 5.85% |
$1.55M - $1.72M
|
1.15M
$32.9M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
63K+ 2.88% |
$1.54M - $1.71M
|
2.25M
$64.6M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60.7KNew |
$1.48M - $1.65M
|
60.7K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
60.2K+ 9.21% |
$1.47M - $1.64M
|
713K
$20.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
60.1K+ 19.26% |
$1.47M - $1.63M
|
372K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
59.3KNew |
$1.45M - $1.61M
|
59.3K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
58.3K+ 4.64% |
$1.42M - $1.58M
|
1.31M
$37.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.1K+ 7530.57% |
$1.42M - $1.58M
|
58.9K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
58.1K+ 1.06% |
$1.42M - $1.58M
|
5.54M
$159M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
56.8K+ 5.4% |
$1.39M - $1.55M
|
1.11M
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
52.8K+ 13.85% |
$1.29M - $1.44M
|
434K
$12.5M
|