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 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-181- 0.17% |
$5.29K - $5.71K
|
106K
$3.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-306- 0.51% |
$8.95K - $9.66K
|
60.1K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-322- 2.92% |
$9.42K - $10.2K
|
10.7K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-324- 1.69% |
$9.48K - $10.2K
|
18.8K
$592K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-344- 3.46% |
$10.1K - $10.9K
|
9.59K
$302K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-377- 2.79% |
$11K - $11.9K
|
13.1K
$413K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-466- 1.29% |
$13.6K - $14.7K
|
35.7K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-472- 0.86% |
$13.8K - $14.9K
|
54.1K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-593- 1.73% |
$17.3K - $18.7K
|
33.6K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-650- 0.83% |
$19K - $20.5K
|
77.9K
$2.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-665- 0.29% |
$19.5K - $21K
|
232K
$7.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-839- 0.99% |
$24.5K - $26.5K
|
83.6K
$2.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-993- 1.23% |
$29K - $31.3K
|
79.9K
$2.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.09K- 5.14% |
$31.9K - $34.4K
|
20.1K
$633K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.27K- 1.13% |
$37.2K - $40.2K
|
111K
$3.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.34K- 1.37% |
$39.2K - $42.3K
|
96.4K
$3.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.45K- 0.55% |
$42.5K - $45.9K
|
263K
$8.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.64K- 4.19% |
$48K - $51.8K
|
37.5K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.71K- 16.61% |
$49.9K - $53.8K
|
8.56K
$269K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.73K- 2.64% |
$50.5K - $54.5K
|
63.7K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-1.9K- 2.95% |
$55.5K - $59.9K
|
62.3K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.92K- 2.89% |
$56.2K - $60.7K
|
64.6K
$2.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.02K- 3.63% |
$59K - $63.7K
|
53.6K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.47K- 10.83% |
$72.2K - $77.9K
|
20.3K
$639K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.57K- 1.77% |
$75.1K - $81K
|
142K
$4.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.58K- 1.31% |
$75.6K - $81.5K
|
194K
$6.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.63K- 1.08% |
$76.8K - $82.9K
|
241K
$7.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-2.94K- 0.96% |
$86.1K - $92.9K
|
305K
$9.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.94K- 2.09% |
$86.1K - $92.9K
|
138K
$4.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.12K- 1.02% |
$91.2K - $98.4K
|
303K
$9.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.13K- 0.87% |
$91.5K - $98.7K
|
357K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-3.48K- 0.3% |
$102K - $110K
|
1.15M
$36.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.65K- 4.06% |
$107K - $115K
|
86.2K
$2.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.26K- 1.76% |
$125K - $134K
|
237K
$7.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.59K- 2.29% |
$134K - $145K
|
196K
$6.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-5.41K- 4.46% |
$158K - $171K
|
116K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-6.36K- 6.9% |
$186K - $201K
|
85.9K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6.41K- 3.08% |
$187K - $202K
|
201K
$6.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-6.82K- 1.75% |
$200K - $215K
|
384K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-7.16K- 0.98% |
$209K - $226K
|
721K
$22.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-7.61KClosed |
$223K - $240K
|
0
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7.84K- 14.95% |
$229K - $247K
|
44.6K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.29K- 3.11% |
$242K - $262K
|
258K
$8.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-8.41K- 1.13% |
$246K - $265K
|
737K
$23.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.14K- 80.22% |
$267K - $288K
|
2.25K
$70.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-9.82K- 18.78% |
$287K - $310K
|
42.5K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-11.7K- 3.48% |
$341K - $368K
|
323K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-11.8K- 4.79% |
$345K - $372K
|
234K
$7.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-15.6K- 5.25% |
$457K - $493K
|
282K
$8.86M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-17.2K- 5.55% |
$502K - $542K
|
292K
$9.18M
|