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 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$53.8K - $58.7K
|
2.48K
$66.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.47KNew |
$53.7K - $58.6K
|
2.47K
$66.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.23K+ 0.49% |
$26.7K - $29.1K
|
250K
$6.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
557New |
$12.1K - $13.2K
|
557
$15K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9+ 0.2% |
$196 - $213
|
4.58K
$123K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
360KNew |
$6.78M - $8.06M
|
360K
$9.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300KNew |
$5.65M - $6.71M
|
300K
$8.08M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
46.1KNew |
$867K - $1.03M
|
46.1K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
12.4KNew |
$233K - $277K
|
12.4K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$224K - $267K
|
11.9K
$321K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.76KNew |
$184K - $218K
|
9.76K
$263K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.33KNew |
$176K - $209K
|
9.33K
$251K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.4KNew |
$139K - $166K
|
7.4K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.59K+ 1.19% |
$29.9K - $35.6K
|
135K
$3.64M
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
659KNew |
$12.5M - $14.9M
|
659K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
51.2K+ 35.79% |
$966K - $1.16M
|
194K
$5.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.8K+ 38.86% |
$373K - $447K
|
70.6K
$1.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
13.7KNew |
$259K - $310K
|
13.7K
$369K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
9.05K+ 5.55% |
$171K - $205K
|
172K
$4.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.34K+ 2.05% |
$81.9K - $98.2K
|
216K
$5.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.54KNew |
$29K - $34.8K
|
1.54K
$41.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
905+ 8.62% |
$17.1K - $20.5K
|
11.4K
$307K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
530+ 1.31% |
$10K - $12K
|
40.9K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
142+ 1.19% |
$2.68K - $3.21K
|
12.1K
$325K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
96+ 0.1% |
$1.81K - $2.17K
|
95.7K
$2.58M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
68.7K+ 104.19% |
$1.46M - $1.74M
|
135K
$3.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$309K - $369K
|
14.5K
$392K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$240K - $288K
|
11.3K
$305K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.9K+ 10.66% |
$232K - $278K
|
114K
$3.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.9KNew |
$231K - $276K
|
10.9K
$293K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.75KNew |
$207K - $247K
|
9.75K
$262K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
874New |
$18.5K - $22.2K
|
874
$23.5K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
874New |
$18.5K - $22.2K
|
874
$23.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
448New |
$9.51K - $11.4K
|
448
$12.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
303New |
$6.43K - $7.69K
|
303
$8.16K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
125New |
$2.65K - $3.17K
|
125
$3.37K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20+ 1.3% |
$424 - $507
|
1.56K
$42.1K
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$1.16K - $1.34K
|
50
$1.35K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
48.9KNew |
$1.23M - $1.31M
|
48.9K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
11.3KNew |
$285K - $303K
|
11.3K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
10.5KNew |
$263K - $280K
|
10.5K
$281K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.28KNew |
$234K - $249K
|
9.28K
$250K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.56K+ 57.86% |
$115K - $122K
|
12.4K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$80.7K - $86K
|
3.21K
$86.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.1KNew |
$27.7K - $29.5K
|
1.1K
$29.6K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
43.7KNew |
$1.13M - $1.19M
|
43.7K
$1.18M
|
|
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.75K+ 10.2% |
$70.9K - $74.7K
|
29.7K
$799K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.74KNew |
$70.8K - $74.6K
|
2.74K
$73.8K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.81KNew |
$46.7K - $49.2K
|
1.81K
$48.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.23KNew |
$31.6K - $33.3K
|
1.23K
$33K
|
|