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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.84K+ 0.71% |
$118K - $132K
|
684K
$20.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.66KNew |
$114K - $127K
|
4.66K
$138K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
4.63K+ 7.03% |
$113K - $126K
|
70.5K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.57KNew |
$112K - $124K
|
4.57K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.51K+ 3.21% |
$110K - $123K
|
145K
$4.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.49K+ 110.05% |
$110K - $122K
|
8.57K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.4K+ 12.39% |
$108K - $120K
|
39.9K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.27K+ 1.52% |
$104K - $116K
|
285K
$8.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.21K+ 1.04% |
$103K - $115K
|
410K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.04K+ 4.85% |
$98.9K - $110K
|
87.4K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
4K+ 11.89% |
$97.9K - $109K
|
37.7K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.86K+ 3.13% |
$94.3K - $105K
|
127K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.81KNew |
$93.2K - $104K
|
3.81K
$113K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.81K+ 0.54% |
$93K - $103K
|
710K
$21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 0.6% |
$92.9K - $103K
|
637K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.57K+ 1.23% |
$87.3K - $97.1K
|
294K
$8.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.47KNew |
$84.8K - $94.3K
|
3.47K
$103K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.4K+ 36.68% |
$83.2K - $92.5K
|
12.7K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.3K+ 11.45% |
$80.7K - $89.8K
|
32.1K
$952K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.98K+ 1.37% |
$72.9K - $81.1K
|
221K
$6.54M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.82K+ 9.18% |
$68.9K - $76.7K
|
33.5K
$993K
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
2.77K+ 21.21% |
$67.6K - $75.2K
|
15.8K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.55KNew |
$62.3K - $69.3K
|
2.55K
$75.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 4.14% |
$61.1K - $67.9K
|
62.8K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.4K+ 11.04% |
$58.6K - $65.1K
|
24.1K
$714K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.39K+ 12.29% |
$58.4K - $64.9K
|
21.8K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.12K+ 21.45% |
$51.8K - $57.7K
|
12K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.98K+ 1.34% |
$48.5K - $53.9K
|
150K
$4.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.82KNew |
$44.6K - $49.6K
|
1.82K
$54K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.78K+ 0.73% |
$43.6K - $48.5K
|
247K
$7.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.7K+ 2.37% |
$41.5K - $46.1K
|
73.2K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.63KNew |
$39.8K - $44.3K
|
1.63K
$48.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$39.5K - $44K
|
1.62K
$47.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.58K+ 0.45% |
$38.6K - $43K
|
353K
$10.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
1.56K+ 0.05% |
$38.1K - $42.4K
|
2.92M
$86.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.51K+ 4.21% |
$37K - $41.2K
|
37.5K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.4K+ 6.8% |
$34.2K - $38.1K
|
22K
$651K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.38KNew |
$33.7K - $37.5K
|
1.38K
$40.9K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.35K+ 7.76% |
$33K - $36.7K
|
18.8K
$556K
|
|
|
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
|