Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
52.6K+ 12.19% |
$1.29M - $1.43M
|
484K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
51.6K+ 132.19% |
$1.26M - $1.4M
|
90.6K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
45.5K+ 3.69% |
$1.11M - $1.24M
|
1.28M
$37.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
45.4K+ 16.08% |
$1.11M - $1.24M
|
328K
$9.71M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.4KNew |
$1.09M - $1.21M
|
44.4K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
40.4KNew |
$988K - $1.1M
|
40.4K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
40.2K+ 2.29% |
$982K - $1.09M
|
1.79M
$53.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
39.7K+ 1.74% |
$972K - $1.08M
|
2.33M
$69M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
38.4K+ 6.71% |
$940K - $1.05M
|
611K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
36.3K+ 1.69% |
$887K - $987K
|
2.19M
$64.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
35.7KNew |
$874K - $972K
|
35.7K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
34.2K+ 24.44% |
$835K - $929K
|
174K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
34.1K+ 4.28% |
$833K - $926K
|
830K
$24.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
32.3K+ 2.56% |
$789K - $878K
|
1.29M
$38.3M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.2KNew |
$762K - $848K
|
31.2K
$924K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30.9K+ 3.23% |
$755K - $840K
|
987K
$29.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
30.8K+ 379.98% |
$754K - $839K
|
39K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
30.8K+ 2.88% |
$753K - $837K
|
1.1M
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
30.1KNew |
$736K - $819K
|
30.1K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
28.3KNew |
$691K - $769K
|
28.3K
$838K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
27.3K+ 3.99% |
$668K - $744K
|
713K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
27K+ 5.72% |
$661K - $735K
|
499K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
26.9K+ 5.13% |
$657K - $731K
|
551K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24.2K+ 0.47% |
$591K - $657K
|
5.12M
$152M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 68.98% |
$580K - $645K
|
58.1K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
23.6K+ 26.33% |
$578K - $643K
|
113K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
22.7K+ 21.96% |
$556K - $618K
|
126K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22.6K+ 13.39% |
$553K - $615K
|
191K
$5.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
22.2K+ 3.91% |
$544K - $605K
|
591K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22K+ 0.58% |
$538K - $599K
|
3.82M
$113M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
18.3K+ 2.68% |
$447K - $497K
|
699K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.8K+ 8.42% |
$436K - $485K
|
230K
$6.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
16.8K+ 1.0% |
$411K - $457K
|
1.69M
$50.1M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
15.9KNew |
$390K - $434K
|
15.9K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$373K - $415K
|
15.2K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 28.54% |
$362K - $403K
|
66.7K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.7K+ 2.59% |
$359K - $400K
|
581K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
13.5K+ 6.29% |
$329K - $366K
|
228K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 0.42% |
$324K - $361K
|
3.18M
$94.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
13K+ 1.62% |
$319K - $355K
|
818K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.8K+ 0.98% |
$313K - $348K
|
1.31M
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5K+ 15.32% |
$305K - $339K
|
93.8K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12.3KNew |
$301K - $335K
|
12.3K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.2K+ 380.36% |
$299K - $333K
|
15.5K
$458K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$294K - $327K
|
12K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11.9KNew |
$290K - $323K
|
11.9K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
11.8KNew |
$288K - $320K
|
11.8K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.6KNew |
$284K - $315K
|
11.6K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11.5K+ 74.91% |
$282K - $314K
|
26.9K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10.6K+ 6.38% |
$259K - $288K
|
177K
$5.23M
|