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 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-17.5K- 1.49% |
$512K - $552K
|
1.16M
$36.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 1.42% |
$553K - $597K
|
1.31M
$41.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19.6K- 3.5% |
$575K - $620K
|
542K
$17.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-24K- 3.41% |
$703K - $759K
|
682K
$21.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24.1K- 11.61% |
$705K - $761K
|
183K
$5.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-29K- 1.59% |
$849K - $916K
|
1.8M
$56.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32.7K- 3.48% |
$955K - $1.03M
|
905K
$28.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-33.3K- 74.84% |
$973K - $1.05M
|
11.2K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-35K- 1.47% |
$1.02M - $1.1M
|
2.35M
$73.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-35.8K- 0.88% |
$1.05M - $1.13M
|
4.05M
$127M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-41.9K- 13.0% |
$1.22M - $1.32M
|
280K
$8.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-45K- 3.87% |
$1.32M - $1.42M
|
1.12M
$35.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-70.4K- 27.02% |
$2.06M - $2.22M
|
190K
$5.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-79K- 5.8% |
$2.31M - $2.49M
|
1.28M
$40.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-80.6K- 7.23% |
$2.36M - $2.55M
|
1.03M
$32.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-117K- 2.36% |
$3.41M - $3.68M
|
4.82M
$152M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.07M- 99.96% |
$31.3M - $33.7M
|
417
$13.1K
|