Latest Institutional Purchases of Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

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
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
161
+ 1.91%
$3.99K - $4.35K
8.59K $231K
Feb 18, 2025 Q4 2024
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
127
New
$3.14K - $3.43K
127 $3.42K
Feb 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
103
+ 0.89%
$2.55K - $2.79K
11.7K $315K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
44
+ 0.49%
$1.09K - $1.19K
8.95K $241K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
40
New
$990 - $1.08K
40 $1.08K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
30
New
$743 - $811
30 $808
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
24
+ 0.26%
$594 - $649
9.34K $252K
Q3 2024
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
22.6K
New
$549K - $616K
22.6K $609K
Oct 24, 2024 Q3 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
22.1K
New
$538K - $603K
22.1K $596K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
19K
+ 25.66%
$462K - $519K
93.2K $2.51M
Nov 14, 2024 Q3 2024
First Manhattan CO

New York, NY
BUY
 -
16K
New
$387K - $435K
16K $429K
Nov 05, 2024 Q3 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
11.7K
New
$284K - $318K
11.7K $314K
Oct 16, 2024 Q3 2024
Orin Green Financial, LLC

BUY
 -
8.79K
New
$213K - $239K
8.79K $237K
Oct 07, 2024 Q3 2024
Affinity Capital Advisors, LLC

BUY
 -
7.74K
New
$188K - $211K
7.74K $208K
Nov 14, 2024 Q3 2024
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
7.62K
New
$185K - $208K
7.62K $205K
Nov 08, 2024 Q3 2024
First Horizon Advisors, Inc.

BUY
 -
5.27K
New
$128K - $144K
5.27K $142K
Nov 15, 2024 Q3 2024
M&T Bank Corp

BUY
 -
5.02K
+ 20.12%
$122K - $137K
30K $806K
Nov 12, 2024 Q3 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
4.27K
New
$104K - $116K
4.27K $115K
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
705
+ 8.89%
$17.1K - $19.2K
8.64K $233K
Oct 11, 2024 Q3 2024
Org Partners LLC

Roanoke, IN
BUY
 -
459
New
$11.1K - $12.5K
459 $12.4K
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
330
New
$8.02K - $8.99K
330 $8.88K
Oct 15, 2024 Q3 2024
First Pacific Financial

BUY
 -
101
+ 0.69%
$2.45K - $2.75K
14.8K $397K
Oct 25, 2024 Q3 2024
Tnf LLC

BUY
 -
55
+ 0.68%
$1.34K - $1.5K
8.11K $218K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
1
+ 0.38%
$24.3 - $27.3
262 $7.05K
Q2 2024
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
36K
New
$885K - $949K
36K $969K
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
29.1K
New
$715K - $767K
29.1K $784K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
24K
New
$590K - $633K
24K $647K
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
19.6K
New
$481K - $516K
19.6K $527K
Jul 22, 2024 Q2 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
13.5K
New
$331K - $355K
13.5K $363K
Aug 01, 2024 Q2 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
10.5K
New
$257K - $276K
10.5K $282K
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
9.52K
New
$234K - $251K
9.52K $256K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
2.46K
+ 100.29%
$60.4K - $64.8K
4.91K $132K
Jul 15, 2024 Q2 2024
Washington Trust CO

BUY
 -
1.71K
New
$42.1K - $45.1K
1.71K $46.1K
Mar 11, 2025 Q2 2024
Private Capital Management LLC

BUY
 -
1.54K
New
$37.7K - $40.5K
1.54K $41.3K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.22K
New
$29.9K - $32K
1.22K $32.7K
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
891
+ 0.44%
$21.9K - $23.5K
203K $5.47M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
360
New
$8.85K - $9.49K
360 $9.69K
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
92
+ 5.22%
$2.26K - $2.43K
1.85K $49.9K
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
72
New
$1.77K - $1.9K
72 $1.94K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
3
+ 0.08%
$73.7 - $79.1
3.71K $99.9K
Q1 2024
May 14, 2024 Q1 2024
Edge Capital Group, LLC

BUY
 -
15.2K
New
$357K - $388K
15.2K $410K
Apr 11, 2024 Q1 2024
Soundmark Wealth Management, LLC

BUY
 -
14.1K
+ 2.87%
$330K - $358K
505K $13.6M
Apr 29, 2024 Q1 2024
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
12.1K
New
$284K - $309K
12.1K $327K
Apr 10, 2024 Q1 2024
Threadgill Financial, LLC

BUY
 -
11.7K
New
$274K - $298K
11.7K $315K
May 15, 2024 Q1 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
11K
New
$257K - $280K
11K $296K
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
10K
+ 55.61%
$235K - $256K
28.1K $756K
Apr 10, 2024 Q1 2024
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
8.05K
New
$188K - $205K
8.05K $217K
May 15, 2024 Q1 2024
Bokf, Na

Tulsa, OK
BUY
 -
6.99K
New
$164K - $178K
6.99K $188K
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
6.47K
New
$151K - $165K
6.47K $174K

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