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 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-764- 0.74% |
$18.7K - $20.8K
|
102K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-770- 2.35% |
$18.8K - $20.9K
|
31.9K
$946K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-771- 0.35% |
$18.9K - $21K
|
223K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-783- 22.6% |
$19.1K - $21.3K
|
2.68K
$79.4K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-796- 2.43% |
$19.5K - $21.7K
|
31.9K
$946K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-829- 1.58% |
$20.3K - $22.5K
|
51.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-836- 0.24% |
$20.4K - $22.7K
|
351K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-844- 2.23% |
$20.6K - $23K
|
37.1K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-862- 1.27% |
$21.1K - $23.4K
|
66.9K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1K- 8.62% |
$24.5K - $27.2K
|
10.6K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1K- 6.17% |
$24.5K - $27.3K
|
15.2K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.02K- 4.41% |
$25K - $27.8K
|
22.1K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.05K- 0.63% |
$25.7K - $28.6K
|
167K
$4.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.12K- 2.62% |
$27.5K - $30.6K
|
41.8K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.18K- 13.38% |
$28.9K - $32.2K
|
7.67K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.2K- 5.85% |
$29.3K - $32.6K
|
19.3K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.22K- 6.25% |
$29.9K - $33.2K
|
18.3K
$543K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.24K- 0.86% |
$30.4K - $33.8K
|
143K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 6.94% |
$31.2K - $34.7K
|
17.1K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.29K- 0.62% |
$31.5K - $35K
|
205K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.37K- 1.1% |
$33.4K - $37.1K
|
123K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.48K- 3.84% |
$36.2K - $40.2K
|
37K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.48K- 1.37% |
$36.3K - $40.3K
|
107K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.49K- 1.3% |
$36.5K - $40.6K
|
113K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 12.49% |
$36.6K - $40.7K
|
10.5K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.52K- 0.71% |
$37.1K - $41.3K
|
212K
$6.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.53K- 1.64% |
$37.3K - $41.5K
|
91.7K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.56K- 4.1% |
$38K - $42.3K
|
36.4K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.63K- 10.0% |
$39.8K - $44.3K
|
14.7K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.64K- 5.14% |
$40K - $44.5K
|
30.2K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.66K- 4.55% |
$40.5K - $45K
|
34.7K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.75K- 6.75% |
$42.9K - $47.7K
|
24.2K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 24.05% |
$43.8K - $48.7K
|
5.66K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.81K- 0.86% |
$44.4K - $49.3K
|
208K
$6.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 2.76% |
$46.6K - $51.8K
|
67K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.11K- 6.72% |
$51.6K - $57.4K
|
29.3K
$869K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.15K- 96.76% |
$52.5K - $58.5K
|
72
$2.13K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.25K- 18.19% |
$55K - $61.2K
|
10.1K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.26K- 8.26% |
$55.4K - $61.6K
|
25.1K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-2.27K- 10.47% |
$55.6K - $61.8K
|
19.4K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.3K- 4.61% |
$56.2K - $62.5K
|
47.5K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.32K- 0.58% |
$56.7K - $63K
|
399K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.44K- 3.35% |
$59.7K - $66.4K
|
70.5K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.53K- 1.02% |
$61.8K - $68.7K
|
245K
$7.25M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.56K- 1.12% |
$62.6K - $69.7K
|
226K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.74K- 7.1% |
$66.9K - $74.4K
|
35.8K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.76K- 16.82% |
$67.5K - $75.1K
|
13.7K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.79K- 12.16% |
$68.2K - $75.9K
|
20.2K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.87K- 7.73% |
$70.1K - $78K
|
34.2K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.94K- 0.63% |
$71.9K - $80K
|
461K
$13.7M
|