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 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.35KNew |
$32.9K - $36.6K
|
1.35K
$39.9K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.34K+ 5.85% |
$32.7K - $36.4K
|
24.2K
$718K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 11.99% |
$32.4K - $36.1K
|
12.4K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.32K+ 2.63% |
$32.3K - $35.9K
|
51.6K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.28K+ 3.59% |
$31.2K - $34.7K
|
36.8K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.14K+ 11.38% |
$27.8K - $30.9K
|
11.1K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.11K+ 1.89% |
$27.2K - $30.2K
|
60K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 1.1% |
$25.4K - $28.2K
|
95.5K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
907+ 11.21% |
$22.2K - $24.7K
|
9K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
837+ 0.48% |
$20.5K - $22.8K
|
175K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
796+ 1.75% |
$19.5K - $21.7K
|
46.3K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
759New |
$18.6K - $20.6K
|
759
$22.5K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
731+ 0.18% |
$17.9K - $19.9K
|
397K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
727+ 0.91% |
$17.8K - $19.8K
|
80.9K
$2.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
598+ 0.15% |
$14.6K - $16.3K
|
391K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
552+ 6.07% |
$13.5K - $15K
|
9.64K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
497+ 1.27% |
$12.2K - $13.5K
|
39.6K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
482+ 8.22% |
$11.8K - $13.1K
|
6.35K
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
454+ 0.98% |
$11.1K - $12.3K
|
46.8K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
428+ 0.96% |
$10.5K - $11.6K
|
44.8K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
421+ 0.5% |
$10.3K - $11.5K
|
84.4K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
393+ 0.57% |
$9.61K - $10.7K
|
69.9K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 1.01% |
$8.48K - $9.44K
|
34.7K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
283+ 0.25% |
$6.92K - $7.7K
|
112K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
264+ 1.05% |
$6.45K - $7.18K
|
25.5K
$755K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
223+ 0.19% |
$5.45K - $6.07K
|
120K
$3.56M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
215+ 5.81% |
$5.26K - $5.85K
|
3.91K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
212+ 0.38% |
$5.18K - $5.77K
|
56.7K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
181+ 0.24% |
$4.43K - $4.92K
|
75.9K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
161+ 0.26% |
$3.94K - $4.38K
|
62.6K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
80+ 0.35% |
$1.96K - $2.18K
|
23.1K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
73+ 0.21% |
$1.78K - $1.99K
|
35K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
60+ 0.2% |
$1.47K - $1.63K
|
30.6K
$908K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
52+ 4.5% |
$1.27K - $1.41K
|
1.21K
$35.8K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
49+ 0.12% |
$1.2K - $1.33K
|
40.9K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
48+ 0.25% |
$1.17K - $1.31K
|
18.9K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
45+ 0.06% |
$1.1K - $1.22K
|
81.2K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35+ 0.26% |
$856 - $952
|
13.6K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.24% |
$734 - $816
|
12.3K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
28+ 0.26% |
$685 - $762
|
11K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.26% |
$685 - $762
|
10.8K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
28+ 0.25% |
$685 - $762
|
11.2K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.16% |
$660 - $734
|
17K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
26+ 0.22% |
$636 - $707
|
11.9K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.25% |
$538 - $598
|
8.69K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21+ 0.25% |
$513 - $571
|
8.38K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.04% |
$489 - $544
|
48.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.25% |
$440 - $490
|
7.22K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
18+ 0.25% |
$440 - $490
|
7.25K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
18+ 0.15% |
$440 - $490
|
12.4K
$368K
|