Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.84MNew |
$53.8M - $58.1M
|
1.84M
$57.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
250K+ 14.14% |
$7.31M - $7.89M
|
2.02M
$63.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
215K+ 289.47% |
$6.28M - $6.78M
|
289K
$9.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
193K+ 4.43% |
$5.63M - $6.08M
|
4.54M
$143M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
145K+ 7.38% |
$4.23M - $4.57M
|
2.11M
$66.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
66.4K+ 186.69% |
$1.94M - $2.09M
|
102K
$3.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
64.4KNew |
$1.88M - $2.03M
|
64.4K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
53.4K+ 8.6% |
$1.56M - $1.68M
|
674K
$21.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
52.2K+ 19.93% |
$1.53M - $1.65M
|
314K
$9.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
49.7K+ 1.37% |
$1.45M - $1.57M
|
3.68M
$116M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
38.8K+ 3.22% |
$1.14M - $1.22M
|
1.24M
$39.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
34.7K+ 4.6% |
$1.02M - $1.1M
|
790K
$24.8M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
33.6KNew |
$984K - $1.06M
|
33.6K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
33KNew |
$966K - $1.04M
|
33K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
32.3K+ 7.91% |
$945K - $1.02M
|
441K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.3K+ 1.13% |
$916K - $989K
|
2.8M
$88M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
27.6K+ 4.46% |
$808K - $872K
|
648K
$20.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
23.1K+ 1.06% |
$676K - $729K
|
2.21M
$69.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
21.4K+ 10.13% |
$627K - $677K
|
233K
$7.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
20.2K+ 14.7% |
$592K - $639K
|
158K
$4.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
19.6K+ 0.82% |
$574K - $619K
|
2.42M
$76.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 5.5% |
$491K - $530K
|
322K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
15.8K+ 1.9% |
$463K - $500K
|
849K
$26.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14K+ 4.01% |
$411K - $443K
|
364K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.8K+ 16.32% |
$405K - $437K
|
98.7K
$3.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
13.8K+ 21.86% |
$404K - $436K
|
77K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.4K+ 190.51% |
$392K - $423K
|
20.4K
$643K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.83KNew |
$258K - $279K
|
8.83K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.62K+ 2.16% |
$223K - $240K
|
359K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.8K+ 18.3% |
$199K - $215K
|
44K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.65KNew |
$195K - $210K
|
6.65K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
6.07K+ 0.72% |
$178K - $192K
|
849K
$26.7M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
5.79K+ 0.25% |
$169K - $183K
|
2.34M
$73.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.67K+ 10.76% |
$166K - $179K
|
58.4K
$1.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.43K+ 9.93% |
$130K - $140K
|
49.1K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.82K+ 11.31% |
$112K - $121K
|
37.6K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.79K+ 1.77% |
$111K - $120K
|
218K
$6.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.41K+ 37.61% |
$99.7K - $108K
|
12.5K
$392K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.31K+ 2.19% |
$96.8K - $104K
|
154K
$4.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.22K+ 8.17% |
$94.1K - $102K
|
42.6K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.41KNew |
$70.6K - $76.2K
|
2.41K
$75.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.23K+ 14.78% |
$65.1K - $70.2K
|
17.3K
$543K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.19K+ 6.33% |
$64.1K - $69.1K
|
36.8K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.93K+ 0.15% |
$56.5K - $60.9K
|
1.33M
$41.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.87K+ 0.89% |
$54.6K - $59K
|
212K
$6.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.33K+ 5.94% |
$39K - $42.1K
|
23.8K
$748K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.27K+ 24.83% |
$37K - $39.9K
|
6.36K
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.25K+ 4.08% |
$36.4K - $39.3K
|
31.8K
$999K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 1.74% |
$33.6K - $36.3K
|
67.3K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.13KNew |
$33.1K - $35.7K
|
1.13K
$35.6K
|