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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.07K+ 7.13% |
$31.3K - $33.8K
|
16.1K
$506K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
959+ 2.49% |
$28.1K - $30.3K
|
39.4K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
935+ 2.85% |
$27.3K - $29.5K
|
33.7K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
926+ 1.32% |
$27.1K - $29.2K
|
71.2K
$2.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
874+ 5.66% |
$25.6K - $27.6K
|
16.3K
$513K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
859+ 5.38% |
$25.1K - $27.1K
|
16.8K
$530K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
716+ 0.6% |
$20.9K - $22.6K
|
120K
$3.76M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
668New |
$19.5K - $21.1K
|
668
$21K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
481+ 0.94% |
$14.1K - $15.2K
|
51.6K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
368+ 0.76% |
$10.8K - $11.6K
|
49K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
361+ 1.42% |
$10.6K - $11.4K
|
25.8K
$813K
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
324+ 3.58% |
$9.48K - $10.2K
|
9.38K
$295K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 1.0% |
$8.89K - $9.59K
|
30.9K
$970K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
295+ 0.83% |
$8.63K - $9.31K
|
35.9K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
270+ 20.06% |
$7.9K - $8.52K
|
1.62K
$50.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
205+ 0.18% |
$6K - $6.47K
|
117K
$3.67M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
136+ 0.59% |
$3.98K - $4.29K
|
23K
$725K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
71+ 0.6% |
$2.08K - $2.24K
|
12K
$377K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
68+ 0.15% |
$1.99K - $2.15K
|
45.2K
$1.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65+ 0.59% |
$1.9K - $2.05K
|
11K
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.37% |
$1.87K - $2.02K
|
17.2K
$540K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
59+ 0.6% |
$1.73K - $1.86K
|
9.91K
$312K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
56+ 0.3% |
$1.64K - $1.77K
|
18.9K
$594K
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
51+ 0.06% |
$1.49K - $1.61K
|
80.7K
$2.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
48+ 0.6% |
$1.4K - $1.51K
|
8.11K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
39+ 0.59% |
$1.14K - $1.23K
|
6.65K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
37+ 0.45% |
$1.08K - $1.17K
|
8.25K
$259K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.59% |
$819 - $884
|
4.74K
$149K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
26+ 0.12% |
$761 - $821
|
21.1K
$663K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20+ 0.01% |
$585 - $631
|
187K
$5.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18+ 0.19% |
$527 - $568
|
9.74K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
14New |
$410 - $442
|
14
$440
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.03% |
$380 - $410
|
48.6K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 0.63% |
$380 - $410
|
2.09K
$65.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.59% |
$351 - $379
|
2.06K
$64.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.02% |
$205 - $221
|
31K
$973K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3+ 0.01% |
$87.8 - $94.7
|
24.2K
$762K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.12% |
$58.5 - $63.1
|
1.62K
$51K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2+ 0.0% |
$58.5 - $63.1
|
46.8K
$1.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-31- 0.2% |
$907 - $978
|
15.2K
$478K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-38- 0.08% |
$1.11K - $1.2K
|
47.1K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-45- 0.05% |
$1.32K - $1.42K
|
89.7K
$2.82M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-100- 0.03% |
$2.93K - $3.16K
|
326K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-106- 0.59% |
$3.1K - $3.35K
|
17.9K
$562K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-135- 11.5% |
$3.95K - $4.26K
|
1.04K
$32.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-135- 0.26% |
$3.95K - $4.26K
|
50.8K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-156- 1.31% |
$4.56K - $4.92K
|
11.8K
$371K
|