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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
101K+ 3.8% |
$2.48M - $2.76M
|
2.77M
$82M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
95.8KNew |
$2.34M - $2.61M
|
95.8K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.5KNew |
$2.31M - $2.57M
|
94.5K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
83.4K+ 211.43% |
$2.04M - $2.27M
|
123K
$3.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
81.4K+ 6.22% |
$1.99M - $2.21M
|
1.39M
$41.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
78.7K+ 3.86% |
$1.92M - $2.14M
|
2.12M
$62.7M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
77.7K+ 4.54% |
$1.9M - $2.11M
|
1.79M
$53M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.6K+ 5.21% |
$1.82M - $2.03M
|
1.51M
$44.7M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
69.2K+ 18.11% |
$1.69M - $1.88M
|
451K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
67.5KNew |
$1.65M - $1.84M
|
67.5K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
63.4K+ 5.85% |
$1.55M - $1.72M
|
1.15M
$34M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60.7KNew |
$1.48M - $1.65M
|
60.7K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
60.2K+ 9.21% |
$1.47M - $1.64M
|
713K
$21.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
60.1K+ 19.26% |
$1.47M - $1.63M
|
372K
$11M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
59.3KNew |
$1.45M - $1.61M
|
59.3K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
58.3K+ 4.64% |
$1.42M - $1.58M
|
1.31M
$38.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.1K+ 7530.57% |
$1.42M - $1.58M
|
58.9K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
58.1K+ 1.06% |
$1.42M - $1.58M
|
5.54M
$164M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
56.8K+ 5.4% |
$1.39M - $1.55M
|
1.11M
$32.9M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
52.8K+ 13.85% |
$1.29M - $1.44M
|
434K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
52.6K+ 12.19% |
$1.29M - $1.43M
|
484K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
51.6K+ 132.19% |
$1.26M - $1.4M
|
90.6K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
45.5K+ 3.69% |
$1.11M - $1.24M
|
1.28M
$37.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
45.4K+ 16.08% |
$1.11M - $1.24M
|
328K
$9.71M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.4KNew |
$1.09M - $1.21M
|
44.4K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
40.4KNew |
$988K - $1.1M
|
40.4K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
40.2K+ 2.29% |
$982K - $1.09M
|
1.79M
$53.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
39.7K+ 1.74% |
$972K - $1.08M
|
2.33M
$69M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
38.4K+ 6.71% |
$940K - $1.05M
|
611K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
36.3K+ 1.69% |
$887K - $987K
|
2.19M
$64.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
35.7KNew |
$874K - $972K
|
35.7K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
34.2K+ 24.44% |
$835K - $929K
|
174K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
34.1K+ 4.28% |
$833K - $926K
|
830K
$24.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
32.3K+ 2.56% |
$789K - $878K
|
1.29M
$38.3M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.2KNew |
$762K - $848K
|
31.2K
$924K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30.9K+ 3.23% |
$755K - $840K
|
987K
$29.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
30.8K+ 379.98% |
$754K - $839K
|
39K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
30.8K+ 2.88% |
$753K - $837K
|
1.1M
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
30.1KNew |
$736K - $819K
|
30.1K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
28.3KNew |
$691K - $769K
|
28.3K
$838K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
27.3K+ 3.99% |
$668K - $744K
|
713K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
27K+ 5.72% |
$661K - $735K
|
499K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
26.9K+ 5.13% |
$657K - $731K
|
551K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24.2K+ 0.47% |
$591K - $657K
|
5.12M
$152M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 68.98% |
$580K - $645K
|
58.1K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
23.6K+ 26.33% |
$578K - $643K
|
113K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
22.7K+ 21.96% |
$556K - $618K
|
126K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22.6K+ 13.39% |
$553K - $615K
|
191K
$5.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
22.2K+ 3.91% |
$544K - $605K
|
591K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22K+ 0.58% |
$538K - $599K
|
3.82M
$113M
|