Latest Institutional Transactions on Dimensional ETF Tr (DFAX)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.99K- 4.18% |
$93.3K - $117K
|
91.5K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
780+ 1.25% |
$18.2K - $22.9K
|
63.4K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-19.1K- 3.06% |
$447K - $562K
|
606K
$18.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
7+ 0.62% |
$164 - $206
|
1.14K
$33.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-130- 0.17% |
$3.04K - $3.82K
|
78.5K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
87+ 0.18% |
$2.03K - $2.56K
|
48.7K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.96K- 1.83% |
$116K - $146K
|
266K
$7.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
70.7K+ 3.34% |
$1.65M - $2.08M
|
2.19M
$65.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-156- 0.09% |
$3.65K - $4.58K
|
176K
$5.26M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.42K+ 2.03% |
$56.6K - $71.1K
|
122K
$3.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-89- 0.4% |
$2.08K - $2.62K
|
22.1K
$659K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
445+ 5.1% |
$10.4K - $13.1K
|
9.17K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.66K+ 7.18% |
$85.5K - $108K
|
54.6K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 15.33% |
$235K - $296K
|
55.6K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
83.1K+ 610.17% |
$1.94M - $2.44M
|
96.7K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-99.2K- 5.9% |
$2.32M - $2.91M
|
1.58M
$47.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
390+ 0.56% |
$9.11K - $11.5K
|
70.3K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
83.1K+ 5.31% |
$1.94M - $2.44M
|
1.65M
$49.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.54KNew |
$36K - $45.3K
|
1.54K
$45.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-248- 0.13% |
$5.8K - $7.29K
|
184K
$5.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 43.39% |
$255K - $321K
|
14.2K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
76+ 0.64% |
$1.78K - $2.23K
|
11.9K
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.56K+ 3.05% |
$36.5K - $45.8K
|
52.7K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
28.1K+ 4.11% |
$658K - $827K
|
712K
$21.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
11KNew |
$258K - $324K
|
11K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4.44K+ 0.39% |
$104K - $130K
|
1.15M
$34.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
6+ 0.01% |
$140 - $176
|
46.8K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
102K+ 6.55% |
$2.38M - $3M
|
1.66M
$49.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
30+ 0.18% |
$701 - $882
|
16.7K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
96+ 0.77% |
$2.24K - $2.82K
|
12.6K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.68K+ 5.24% |
$39.4K - $49.5K
|
33.8K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
46.9KNew |
$1.1M - $1.38M
|
46.9K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
87.8K+ 50.47% |
$2.05M - $2.58M
|
262K
$7.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
647+ 4.49% |
$15.1K - $19K
|
15.1K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
11.5K+ 9.08% |
$268K - $337K
|
138K
$4.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-33.5K- 5.78% |
$783K - $985K
|
546K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-502K- 95.74% |
$11.7M - $14.7M
|
22.3K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-14.8K- 5.99% |
$346K - $435K
|
232K
$6.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15K+ 2.15% |
$351K - $442K
|
714K
$21.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
42+ 0.41% |
$982 - $1.23K
|
10.2K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
929+ 0.05% |
$21.7K - $27.3K
|
1.96M
$58.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-439- 0.39% |
$10.3K - $12.9K
|
113K
$3.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$42.2K - $53.1K
|
1.81K
$53.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 0.5% |
$41K - $51.6K
|
354K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-792- 0.3% |
$18.5K - $23.3K
|
265K
$7.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-255- 1.88% |
$5.96K - $7.49K
|
13.3K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-250- 0.31% |
$5.84K - $7.35K
|
80.6K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-640- 7.59% |
$15K - $18.8K
|
7.8K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.44K+ 18.08% |
$127K - $160K
|
35.6K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 5.23% |
$451K - $567K
|
350K
$10.4M
|