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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.63KNew |
$39.8K - $44.3K
|
1.63K
$48.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.9K- 4.87% |
$340K - $379K
|
272K
$8.11M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.83KNew |
$191K - $213K
|
7.83K
$234K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.04K+ 4.85% |
$98.9K - $110K
|
87.4K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
60.2K+ 9.21% |
$1.47M - $1.64M
|
713K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
58.1K+ 1.06% |
$1.42M - $1.58M
|
5.54M
$165M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21+ 0.25% |
$513 - $571
|
8.38K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 68.98% |
$580K - $645K
|
58.1K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.37K- 1.1% |
$33.4K - $37.1K
|
123K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.28KNew |
$202K - $225K
|
8.28K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
375K+ 2257.77% |
$9.16M - $10.2M
|
391K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-676- 2.64% |
$16.5K - $18.4K
|
24.9K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
759New |
$18.6K - $20.6K
|
759
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-783- 22.6% |
$19.1K - $21.3K
|
2.68K
$80K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-53.6K- 5.35% |
$1.31M - $1.46M
|
949K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.4K+ 36.68% |
$83.2K - $92.5K
|
12.7K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.84K+ 84.5% |
$167K - $186K
|
14.9K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.55KNew |
$62.3K - $69.3K
|
2.55K
$76K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.86K+ 34.12% |
$119K - $132K
|
19.1K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.92K+ 1.74% |
$169K - $188K
|
404K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.19% |
$196 - $218
|
4.18K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 9.44% |
$117K - $130K
|
45.7K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60.7KNew |
$1.48M - $1.65M
|
60.7K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.86K+ 3.13% |
$94.3K - $105K
|
127K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 2.85% |
$99.8K - $111K
|
139K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-228- 3.78% |
$5.57K - $6.2K
|
5.8K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-12.9K- 0.36% |
$315K - $350K
|
3.54M
$105M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.49K+ 110.05% |
$110K - $122K
|
8.57K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.27K+ 1.52% |
$104K - $116K
|
285K
$8.52M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67K- 33.51% |
$114K - $127K
|
9.26K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-171K- 33.36% |
$4.17M - $4.64M
|
341K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-8.73K- 2.31% |
$213K - $237K
|
369K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
364KNew |
$8.91M - $9.91M
|
364K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-14.9K- 41.83% |
$364K - $405K
|
20.7K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$24.5 - $27.2
|
111K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-764- 0.74% |
$18.7K - $20.8K
|
102K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.81KNew |
$93.2K - $104K
|
3.81K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.46KNew |
$207K - $230K
|
8.46K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-110K- 3.99% |
$2.68M - $2.98M
|
2.64M
$78.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 24.05% |
$43.8K - $48.7K
|
5.66K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
6.44K+ 4.48% |
$157K - $175K
|
150K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
40.4KNew |
$988K - $1.1M
|
40.4K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
796+ 1.75% |
$19.5K - $21.7K
|
46.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.15K- 1.51% |
$101K - $113K
|
271K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.03% |
$318 - $354
|
38.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
80+ 0.35% |
$1.96K - $2.18K
|
23.1K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-31K- 3.58% |
$758K - $843K
|
836K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.7K- 3.86% |
$1.41M - $1.57M
|
1.44M
$42.9M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
212+ 0.38% |
$5.18K - $5.77K
|
56.7K
$1.69M
|