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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
552+ 6.07% |
$13.5K - $15K
|
9.64K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
497+ 1.27% |
$12.2K - $13.5K
|
39.6K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
482+ 8.22% |
$11.8K - $13.1K
|
6.35K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
454+ 0.98% |
$11.1K - $12.3K
|
46.8K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
428+ 0.96% |
$10.5K - $11.6K
|
44.8K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
421+ 0.5% |
$10.3K - $11.5K
|
84.4K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
405+ 0.95% |
$9.9K - $11K
|
43K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
393+ 0.57% |
$9.61K - $10.7K
|
69.9K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 1.01% |
$8.48K - $9.44K
|
34.7K
$933K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
344+ 1.84% |
$8.41K - $9.36K
|
19.1K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
283+ 0.25% |
$6.92K - $7.7K
|
112K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
264+ 1.05% |
$6.45K - $7.18K
|
25.5K
$686K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
233+ 0.37% |
$5.7K - $6.34K
|
62.5K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
223+ 0.19% |
$5.45K - $6.07K
|
120K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
219+ 0.23% |
$5.35K - $5.96K
|
95.1K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
215+ 5.81% |
$5.26K - $5.85K
|
3.91K
$105K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
212+ 0.38% |
$5.18K - $5.77K
|
56.7K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
181+ 0.24% |
$4.43K - $4.92K
|
75.9K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
161+ 0.26% |
$3.94K - $4.38K
|
62.6K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
80+ 0.35% |
$1.96K - $2.18K
|
23.1K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
73+ 0.21% |
$1.78K - $1.99K
|
35K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
60+ 0.2% |
$1.47K - $1.63K
|
30.6K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
58+ 0.26% |
$1.42K - $1.58K
|
22.6K
$609K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
52+ 4.5% |
$1.27K - $1.41K
|
1.21K
$32.5K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
49+ 0.12% |
$1.2K - $1.33K
|
40.9K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
48+ 0.25% |
$1.17K - $1.31K
|
18.9K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
45+ 0.06% |
$1.1K - $1.22K
|
81.2K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35+ 0.26% |
$856 - $952
|
13.6K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.24% |
$734 - $816
|
12.3K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.26% |
$685 - $762
|
10.8K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
28+ 0.26% |
$685 - $762
|
11K
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
28+ 0.25% |
$685 - $762
|
11.2K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.16% |
$660 - $734
|
17K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
26+ 0.22% |
$636 - $707
|
11.9K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.25% |
$538 - $598
|
8.69K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21+ 0.25% |
$513 - $571
|
8.38K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.04% |
$489 - $544
|
48.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.25% |
$440 - $490
|
7.22K
$194K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
18+ 0.25% |
$440 - $490
|
7.25K
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
18+ 0.15% |
$440 - $490
|
12.4K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.04% |
$440 - $490
|
50.9K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.03% |
$318 - $354
|
38.3K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
11+ 0.05% |
$269 - $299
|
21K
$565K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.25% |
$245 - $272
|
3.98K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.19% |
$196 - $218
|
4.18K
$112K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7+ 0.04% |
$171 - $190
|
16.7K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.02% |
$171 - $190
|
46K
$1.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.08% |
$171 - $190
|
8.42K
$227K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.29% |
$147 - $163
|
2.06K
$55.3K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.07% |
$147 - $163
|
8.14K
$219K
|