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 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
759New |
$18.6K - $20.6K
|
759
$22.5K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
731+ 0.18% |
$17.9K - $19.9K
|
397K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
727+ 0.91% |
$17.8K - $19.8K
|
80.9K
$2.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
598+ 0.15% |
$14.6K - $16.3K
|
391K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
552+ 6.07% |
$13.5K - $15K
|
9.64K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
497+ 1.27% |
$12.2K - $13.5K
|
39.6K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
482+ 8.22% |
$11.8K - $13.1K
|
6.35K
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
454+ 0.98% |
$11.1K - $12.3K
|
46.8K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
428+ 0.96% |
$10.5K - $11.6K
|
44.8K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
421+ 0.5% |
$10.3K - $11.5K
|
84.4K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
405+ 0.95% |
$9.9K - $11K
|
43K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
393+ 0.57% |
$9.61K - $10.7K
|
69.9K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 1.01% |
$8.48K - $9.44K
|
34.7K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
344+ 1.84% |
$8.41K - $9.36K
|
19.1K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
283+ 0.25% |
$6.92K - $7.7K
|
112K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
264+ 1.05% |
$6.45K - $7.18K
|
25.5K
$755K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
233+ 0.37% |
$5.7K - $6.34K
|
62.5K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
223+ 0.19% |
$5.45K - $6.07K
|
120K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
219+ 0.23% |
$5.35K - $5.96K
|
95.1K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
215+ 5.81% |
$5.26K - $5.85K
|
3.91K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
212+ 0.38% |
$5.18K - $5.77K
|
56.7K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
181+ 0.24% |
$4.43K - $4.92K
|
75.9K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
161+ 0.26% |
$3.94K - $4.38K
|
62.6K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
80+ 0.35% |
$1.96K - $2.18K
|
23.1K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
73+ 0.21% |
$1.78K - $1.99K
|
35K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
60+ 0.2% |
$1.47K - $1.63K
|
30.6K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
58+ 0.26% |
$1.42K - $1.58K
|
22.6K
$670K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
52+ 4.5% |
$1.27K - $1.41K
|
1.21K
$35.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
51+ 0.19% |
$1.25K - $1.39K
|
26.9K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
49+ 0.12% |
$1.2K - $1.33K
|
40.9K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
48+ 0.25% |
$1.17K - $1.31K
|
18.9K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
45+ 0.06% |
$1.1K - $1.22K
|
81.2K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35+ 0.26% |
$856 - $952
|
13.6K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.24% |
$734 - $816
|
12.3K
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
28+ 0.25% |
$685 - $762
|
11.2K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.26% |
$685 - $762
|
10.8K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
28+ 0.26% |
$685 - $762
|
11K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.16% |
$660 - $734
|
17K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
26+ 0.22% |
$636 - $707
|
11.9K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.25% |
$538 - $598
|
8.69K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21+ 0.25% |
$513 - $571
|
8.38K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.04% |
$489 - $544
|
48.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.25% |
$440 - $490
|
7.22K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.04% |
$440 - $490
|
50.9K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
18+ 0.25% |
$440 - $490
|
7.25K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
18+ 0.15% |
$440 - $490
|
12.4K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.03% |
$318 - $354
|
38.3K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
11+ 0.05% |
$269 - $299
|
21K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.25% |
$245 - $272
|
3.98K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.19% |
$196 - $218
|
4.18K
$124K
|