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 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
502K+ 2249.59% |
$11.7M - $14.7M
|
524K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
356K+ 89.37% |
$8.33M - $10.5M
|
755K
$22.4M
|
|
|
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 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
80.8KNew |
$1.89M - $2.38M
|
80.8K
$2.4M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77.9K+ 3.46% |
$1.82M - $2.29M
|
2.33M
$69.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
64.2KNew |
$1.5M - $1.89M
|
64.2K
$1.9M
|
|
|
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 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38.9K+ 6.69% |
$909K - $1.14M
|
620K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.5KNew |
$899K - $1.13M
|
38.5K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
36.8K+ 36.58% |
$860K - $1.08M
|
137K
$4.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
36.7K+ 9.86% |
$857K - $1.08M
|
409K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
35.3K+ 1.97% |
$825K - $1.04M
|
1.83M
$54.2M
|
|
|
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 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
32.7K+ 4.04% |
$765K - $962K
|
843K
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30.9K+ 13.44% |
$721K - $907K
|
261K
$7.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
25.5KNew |
$595K - $749K
|
25.5K
$755K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
24.1KNew |
$563K - $708K
|
24.1K
$714K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
17.9KNew |
$418K - $526K
|
17.9K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
17.3KNew |
$404K - $508K
|
17.3K
$512K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 1.21% |
$370K - $465K
|
1.33M
$39.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14.9K+ 2.09% |
$348K - $438K
|
728K
$21.6M
|
|
|
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 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
8.06KNew |
$188K - $237K
|
8.06K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.73KNew |
$181K - $227K
|
7.73K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.31KNew |
$171K - $215K
|
7.31K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.27KNew |
$170K - $214K
|
7.27K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.96KNew |
$163K - $205K
|
6.96K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.44K+ 18.08% |
$127K - $160K
|
35.6K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.05K+ 2.64% |
$118K - $148K
|
196K
$5.82M
|
|
|
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 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.31K+ 66.54% |
$53.9K - $67.8K
|
5.77K
$171K
|
|
|
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 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.76K+ 21.55% |
$41.2K - $51.8K
|
9.94K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 0.5% |
$41K - $51.6K
|
354K
$10.5M
|
|
|
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 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.62K+ 5.53% |
$37.9K - $47.7K
|
30.9K
$917K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 1.02% |
$31.5K - $39.6K
|
134K
$3.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.21K+ 5.35% |
$28.4K - $35.7K
|
23.9K
$708K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.09K+ 0.9% |
$25.4K - $31.9K
|
121K
$3.59M
|
|
|
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
|