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 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
36.8K+ 36.58% |
$860K - $1.08M
|
137K
$4.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30.9K+ 13.44% |
$721K - $907K
|
261K
$7.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.68K- 4.45% |
$39.2K - $49.3K
|
36K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
245+ 1.76% |
$5.73K - $7.2K
|
14.2K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6+ 0.02% |
$140 - $176
|
24.2K
$723K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
77+ 0.09% |
$1.8K - $2.26K
|
84.5K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-685- 0.98% |
$16K - $20.1K
|
69.1K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-619- 3.18% |
$14.5K - $18.2K
|
18.8K
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-451- 0.87% |
$10.5K - $13.3K
|
51.1K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
80.8KNew |
$1.89M - $2.38M
|
80.8K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
24.1KNew |
$563K - $708K
|
24.1K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.38K- 1.04% |
$78.9K - $99.2K
|
322K
$9.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
17.9KNew |
$418K - $526K
|
17.9K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
56+ 0.27% |
$1.31K - $1.65K
|
21K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-448- 3.07% |
$10.5K - $13.2K
|
14.2K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
372+ 0.02% |
$8.69K - $10.9K
|
2.39M
$71.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.76K+ 21.55% |
$41.2K - $51.8K
|
9.94K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-44K- 7.98% |
$1.03M - $1.29M
|
507K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.53K- 4.69% |
$35.7K - $44.9K
|
31.1K
$927K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86+ 0.17% |
$2.01K - $2.53K
|
51K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-33.1K- 0.8% |
$774K - $973K
|
4.09M
$122M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.3K- 6.04% |
$312K - $392K
|
208K
$6.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 4.13% |
$24.3K - $30.5K
|
24.1K
$719K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
59+ 1.27% |
$1.38K - $1.73K
|
4.72K
$141K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
35.3K+ 1.97% |
$825K - $1.04M
|
1.83M
$54.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 1.24% |
$584 - $735
|
2.04K
$61K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.09K+ 0.9% |
$25.4K - $31.9K
|
121K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-3.22K- 1.31% |
$75.3K - $94.8K
|
244K
$7.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.46K- 2.04% |
$104K - $131K
|
214K
$6.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
32.7K+ 4.04% |
$765K - $962K
|
843K
$25.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 1.21% |
$370K - $465K
|
1.33M
$39.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
64.2KNew |
$1.5M - $1.89M
|
64.2K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38.9K+ 6.69% |
$909K - $1.14M
|
620K
$18.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
8.06KNew |
$188K - $237K
|
8.06K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.05K+ 2.64% |
$118K - $148K
|
196K
$5.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-711- 1.47% |
$16.6K - $20.9K
|
47.6K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.31KNew |
$171K - $215K
|
7.31K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14.9K+ 2.09% |
$348K - $438K
|
728K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-5.37K- 5.64% |
$125K - $158K
|
89.8K
$2.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-885- 3.74% |
$20.7K - $26K
|
22.8K
$680K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37K- 10.81% |
$864K - $1.09M
|
305K
$9.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-11.2K- 0.26% |
$262K - $329K
|
4.34M
$130M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.07K- 0.85% |
$71.8K - $90.3K
|
360K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-383- 0.36% |
$8.95K - $11.3K
|
106K
$3.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32.6K- 5.48% |
$761K - $957K
|
562K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.21K+ 5.35% |
$28.4K - $35.7K
|
23.9K
$713K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.04% |
$795 - $999
|
81.2K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-231K- 36.97% |
$5.41M - $6.8M
|
395K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.36K+ 17.58% |
$78.4K - $98.6K
|
22.4K
$669K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.61K+ 5.77% |
$84.3K - $106K
|
66.1K
$1.97M
|