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 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.75K+ 7.04% |
$238K - $265K
|
148K
$3.99M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.65K+ 7.86% |
$236K - $262K
|
132K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.47K+ 0.99% |
$232K - $258K
|
964K
$25.9M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.36K+ 1.61% |
$229K - $254K
|
589K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.34K+ 417.28% |
$228K - $254K
|
11.6K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.16KNew |
$224K - $249K
|
9.16K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07KNew |
$222K - $247K
|
9.07K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.91KNew |
$218K - $242K
|
8.91K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.56KNew |
$209K - $233K
|
8.56K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8.47K+ 2.8% |
$207K - $230K
|
311K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.46KNew |
$207K - $230K
|
8.46K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.28KNew |
$202K - $225K
|
8.28K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.23K+ 0.63% |
$201K - $224K
|
1.3M
$35.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.18KNew |
$200K - $222K
|
8.18K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
8.04KNew |
$197K - $219K
|
8.04K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$195K - $217K
|
7.98K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.9KNew |
$193K - $215K
|
7.9K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.86KNew |
$192K - $214K
|
7.86K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$192K - $213K
|
7.84K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.83KNew |
$191K - $213K
|
7.83K
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.83KNew |
$191K - $213K
|
7.83K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.77KNew |
$190K - $211K
|
7.77K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$189K - $210K
|
7.73K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.68K+ 54885.71% |
$188K - $209K
|
7.7K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$188K - $209K
|
7.68K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.47K+ 23.05% |
$183K - $203K
|
39.9K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.42KNew |
$181K - $202K
|
7.42K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.23K+ 48.03% |
$177K - $197K
|
22.3K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.92K+ 1.74% |
$169K - $188K
|
404K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.84K+ 84.5% |
$167K - $186K
|
14.9K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
6.82K+ 1.01% |
$167K - $185K
|
684K
$18.4M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.76K+ 1.09% |
$165K - $184K
|
625K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.72KNew |
$164K - $183K
|
6.72K
$181K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.72K+ 3.17% |
$164K - $183K
|
219K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.69K+ 19.64% |
$164K - $182K
|
40.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
6.44K+ 4.48% |
$157K - $175K
|
150K
$4.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.18K+ 13.73% |
$151K - $168K
|
51.1K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.94K+ 3.27% |
$145K - $162K
|
188K
$5.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.85K+ 1.31% |
$143K - $159K
|
452K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.68K+ 0.37% |
$139K - $154K
|
1.56M
$41.9M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.64K+ 4.02% |
$138K - $153K
|
146K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
5.44K+ 31.56% |
$133K - $148K
|
22.7K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.19K+ 2.49% |
$127K - $141K
|
214K
$5.75M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.86K+ 34.12% |
$119K - $132K
|
19.1K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
4.84K+ 4.23% |
$118K - $132K
|
119K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.84K+ 0.71% |
$118K - $132K
|
684K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
4.8K+ 240.0% |
$117K - $131K
|
6.8K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.66KNew |
$114K - $127K
|
4.66K
$125K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
4.63K+ 7.03% |
$113K - $126K
|
70.5K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.57KNew |
$112K - $124K
|
4.57K
$123K
|