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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21+ 0.25% |
$513 - $571
|
8.38K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$48.9 - $54.4
|
15.6K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.57KNew |
$112K - $124K
|
4.57K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.18K- 13.38% |
$28.9K - $32.2K
|
7.67K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$373K - $415K
|
15.2K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
759New |
$18.6K - $20.6K
|
759
$23.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.25% |
$440 - $490
|
7.22K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-764- 0.74% |
$18.7K - $20.8K
|
102K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.27K+ 1.52% |
$104K - $116K
|
285K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67K- 33.51% |
$114K - $127K
|
9.26K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.4K+ 36.68% |
$83.2K - $92.5K
|
12.7K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.55KNew |
$62.3K - $69.3K
|
2.55K
$77.9K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.46KNew |
$207K - $230K
|
8.46K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-511- 1.04% |
$12.5K - $13.9K
|
48.6K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.85K+ 1.31% |
$143K - $159K
|
452K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.02K- 9.68% |
$73.9K - $82.2K
|
28.2K
$862K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-72.9K- 3.59% |
$1.78M - $1.98M
|
1.96M
$59.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.56KNew |
$209K - $233K
|
8.56K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1K- 8.62% |
$24.5K - $27.2K
|
10.6K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.22K- 6.25% |
$29.9K - $33.2K
|
18.3K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$195K - $217K
|
7.98K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
552+ 6.07% |
$13.5K - $15K
|
9.64K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.2K- 5.85% |
$29.3K - $32.6K
|
19.3K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12.3KNew |
$301K - $335K
|
12.3K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$192K - $213K
|
7.84K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-758- 7.64% |
$18.5K - $20.6K
|
9.17K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-844- 2.23% |
$20.6K - $23K
|
37.1K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.82KNew |
$44.6K - $49.6K
|
1.82K
$55.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$39.5K - $44K
|
1.62K
$49.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-700- 5.25% |
$17.1K - $19K
|
12.6K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.83KNew |
$191K - $213K
|
7.83K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
8.04KNew |
$197K - $219K
|
8.04K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.64K- 5.14% |
$40K - $44.5K
|
30.2K
$923K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
264+ 1.05% |
$6.45K - $7.18K
|
25.5K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.91KNew |
$218K - $242K
|
8.91K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
10.1K+ 1.37% |
$247K - $275K
|
745K
$22.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$189K - $210K
|
7.73K
$236K
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
196KNew |
$4.8M - $5.34M
|
196K
$6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-337- 0.18% |
$8.24K - $9.17K
|
182K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07KNew |
$222K - $247K
|
9.07K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
923K+ 47.64% |
$22.6M - $25.1M
|
2.86M
$87.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.35KNew |
$32.9K - $36.6K
|
1.35K
$41.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.15K- 96.76% |
$52.5K - $58.5K
|
72
$2.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 6.94% |
$31.2K - $34.7K
|
17.1K
$523K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 12.49% |
$36.6K - $40.7K
|
10.5K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-216K- 10.88% |
$5.27M - $5.87M
|
1.77M
$54M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.86KNew |
$192K - $214K
|
7.86K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-75- 0.2% |
$1.83K - $2.04K
|
37.6K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
67.5KNew |
$1.65M - $1.84M
|
67.5K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.12K- 1.32% |
$101K - $112K
|
308K
$9.42M
|