Latest Institutional Purchases of Dimensional ETF Tr (DFAX)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.07MNew |
$25M - $31.4M
|
1.07M
$31.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
168K+ 16.18% |
$3.92M - $4.93M
|
1.2M
$35.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
114K+ 10.75% |
$2.67M - $3.35M
|
1.17M
$34.8M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77.9K+ 3.46% |
$1.82M - $2.29M
|
2.33M
$69.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
62.3K+ 525.26% |
$1.46M - $1.83M
|
74.2K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.5KNew |
$899K - $1.13M
|
38.5K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
32.9K+ 286.62% |
$770K - $968K
|
44.4K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.3KNew |
$264K - $332K
|
11.3K
$335K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.4K+ 21.84% |
$220K - $276K
|
52.4K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.11KNew |
$213K - $268K
|
9.11K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.64KNew |
$202K - $254K
|
8.64K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.73KNew |
$181K - $227K
|
7.73K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.27KNew |
$170K - $214K
|
7.27K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.13KNew |
$96.5K - $121K
|
4.13K
$122K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.61K+ 13.43% |
$84.5K - $106K
|
30.5K
$905K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.61K+ 5.77% |
$84.3K - $106K
|
66.1K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.36K+ 17.58% |
$78.4K - $98.6K
|
22.4K
$665K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.09K+ 4.5% |
$48.9K - $61.5K
|
48.6K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.67K+ 4.46% |
$39.1K - $49.1K
|
39.1K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.21K+ 5.35% |
$28.4K - $35.7K
|
23.9K
$708K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
517New |
$12.1K - $15.2K
|
517
$15.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
465New |
$10.9K - $13.7K
|
465
$13.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
453+ 0.3% |
$10.6K - $13.3K
|
150K
$4.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
284+ 1.26% |
$6.64K - $8.35K
|
22.9K
$679K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
87+ 5.67% |
$2.03K - $2.56K
|
1.62K
$48K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$140 - $176
|
15.2K
$451K
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.92M+ 50.06% |
$46.9M - $52.1M
|
5.74M
$170M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.68MNew |
$41.1M - $45.7M
|
1.68M
$49.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
923K+ 47.64% |
$22.6M - $25.1M
|
2.86M
$84.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
533K+ 18.33% |
$13M - $14.5M
|
3.44M
$102M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
432K+ 9.1% |
$10.6M - $11.7M
|
5.18M
$153M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
375K+ 2257.77% |
$9.16M - $10.2M
|
391K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
368K+ 4.87% |
$9M - $10M
|
7.93M
$235M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
364KNew |
$8.91M - $9.91M
|
364K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
337K+ 177.94% |
$8.24M - $9.17M
|
527K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
311KNew |
$7.6M - $8.45M
|
311K
$9.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
309KNew |
$7.57M - $8.42M
|
309K
$9.17M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
270K+ 10.91% |
$6.61M - $7.36M
|
2.75M
$81.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 3.47% |
$6.42M - $7.14M
|
7.84M
$232M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
219K+ 40.66% |
$5.36M - $5.97M
|
759K
$22.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
199K+ 14.57% |
$4.86M - $5.41M
|
1.56M
$46.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
196KNew |
$4.8M - $5.34M
|
196K
$5.82M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
190KNew |
$4.64M - $5.17M
|
190K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
147K+ 3.83% |
$3.59M - $4M
|
3.99M
$118M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128K+ 33.36% |
$3.12M - $3.48M
|
511K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127K+ 38.1% |
$3.11M - $3.46M
|
461K
$13.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125K+ 6.84% |
$3.07M - $3.41M
|
1.96M
$58.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
121K+ 10.07% |
$2.96M - $3.3M
|
1.33M
$39.3M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
112K+ 18.22% |
$2.73M - $3.03M
|
724K
$21.4M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107K+ 10.8% |
$2.62M - $2.92M
|
1.1M
$32.6M
|
|