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 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7+ 0.04% |
$171 - $190
|
16.7K
$495K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.08% |
$171 - $190
|
8.42K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.02% |
$171 - $190
|
46K
$1.36M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.29% |
$147 - $163
|
2.06K
$60.9K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.07% |
$147 - $163
|
8.14K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5+ 0.02% |
$122 - $136
|
23.7K
$702K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.03% |
$122 - $136
|
17.1K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$48.9 - $54.4
|
15.6K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.01% |
$48.9 - $54.4
|
13.9K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.34% |
$48.9 - $54.4
|
582
$17.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$24.5 - $27.2
|
111K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.01% |
$24.5 - $27.2
|
12K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4- 0.01% |
$97.8 - $109
|
48.3K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-16- 0.08% |
$391 - $435
|
19.4K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-47- 0.2% |
$1.15K - $1.28K
|
23.4K
$693K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-60- 0.43% |
$1.47K - $1.63K
|
13.9K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-75- 0.2% |
$1.83K - $2.04K
|
37.6K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-78- 0.21% |
$1.91K - $2.12K
|
36.8K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-78- 0.4% |
$1.91K - $2.12K
|
19.4K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-166- 1.03% |
$4.06K - $4.52K
|
15.9K
$470K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-179- 0.47% |
$4.38K - $4.87K
|
38.1K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-193- 0.22% |
$4.72K - $5.25K
|
86.5K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-224- 16.54% |
$5.48K - $6.09K
|
1.13K
$33.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-228- 3.78% |
$5.57K - $6.2K
|
5.8K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-231- 2.21% |
$5.65K - $6.28K
|
10.2K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-236- 2.0% |
$5.77K - $6.42K
|
11.6K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-237- 2.73% |
$5.79K - $6.45K
|
8.44K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-262- 0.61% |
$6.41K - $7.13K
|
42.9K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-266- 0.21% |
$6.5K - $7.24K
|
126K
$3.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-312- 2.24% |
$7.63K - $8.49K
|
13.6K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-337- 0.18% |
$8.24K - $9.17K
|
182K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-341- 4.0% |
$8.34K - $9.28K
|
8.17K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-341- 4.0% |
$8.34K - $9.28K
|
8.17K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-370- 3.02% |
$9.05K - $10.1K
|
11.9K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-376- 0.79% |
$9.19K - $10.2K
|
47K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-382- 0.62% |
$9.34K - $10.4K
|
60.8K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-393- 1.05% |
$9.61K - $10.7K
|
37.1K
$1.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-395- 0.33% |
$9.66K - $10.7K
|
118K
$3.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-399- 2.1% |
$9.76K - $10.9K
|
18.6K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-471- 3.17% |
$11.5K - $12.8K
|
14.4K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-511- 1.04% |
$12.5K - $13.9K
|
48.6K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-525- 3.27% |
$12.8K - $14.3K
|
15.5K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-539- 1.02% |
$13.2K - $14.7K
|
52.5K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-598- 1.8% |
$14.6K - $16.3K
|
32.6K
$966K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-649- 0.97% |
$15.9K - $17.7K
|
66.5K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-652- 0.12% |
$15.9K - $17.7K
|
535K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-676- 2.64% |
$16.5K - $18.4K
|
24.9K
$739K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-700- 5.25% |
$17.1K - $19K
|
12.6K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-758- 7.64% |
$18.5K - $20.6K
|
9.17K
$272K
|