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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.97K- 1.08% |
$72.5K - $80.7K
|
271K
$8.04M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.02K- 9.68% |
$73.9K - $82.2K
|
28.2K
$836K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.03K- 5.61% |
$74K - $82.4K
|
50.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.18K- 28.99% |
$77.7K - $86.5K
|
7.79K
$231K
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.2K- 2.97% |
$78.1K - $86.9K
|
104K
$3.09M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.25K- 1.74% |
$79.4K - $88.3K
|
184K
$5.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 0.88% |
$79.7K - $88.7K
|
369K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.28K- 13.12% |
$80.1K - $89.2K
|
21.7K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.44K- 44.7% |
$84.2K - $93.6K
|
4.26K
$126K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3.75K- 1.09% |
$91.7K - $102K
|
341K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 1.02% |
$99.1K - $110K
|
391K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 2.85% |
$99.8K - $111K
|
139K
$4.13M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.12K- 1.32% |
$101K - $112K
|
308K
$9.14M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.15K- 1.51% |
$101K - $113K
|
271K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.22K- 15.78% |
$103K - $115K
|
22.5K
$668K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.42K- 22.48% |
$108K - $120K
|
15.2K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.49K- 1.42% |
$110K - $122K
|
312K
$9.23M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-4.59K- 3.35% |
$112K - $125K
|
133K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.61K- 15.23% |
$113K - $125K
|
25.7K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67K- 33.51% |
$114K - $127K
|
9.26K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 9.44% |
$117K - $130K
|
45.7K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.12K- 25.94% |
$125K - $139K
|
14.6K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-5.16K- 4.88% |
$126K - $140K
|
101K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.24K- 5.86% |
$128K - $143K
|
84.1K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.44K- 13.47% |
$133K - $148K
|
34.9K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.73K- 1.73% |
$140K - $156K
|
325K
$9.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6.13K- 2.71% |
$150K - $167K
|
220K
$6.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.4K- 2.99% |
$156K - $174K
|
208K
$6.15M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.28K- 20.02% |
$178K - $198K
|
29.1K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.35K- 10.31% |
$180K - $200K
|
64K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.41K- 1.44% |
$181K - $202K
|
507K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-7.46K- 0.91% |
$182K - $203K
|
811K
$24M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-7.48K- 6.28% |
$183K - $203K
|
112K
$3.31M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-8K- 22.47% |
$196K - $218K
|
27.6K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.46K- 54.7% |
$207K - $230K
|
7K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.7K- 1.15% |
$213K - $237K
|
747K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-8.73K- 2.31% |
$213K - $237K
|
369K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-9.62K- 2.43% |
$235K - $262K
|
387K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9.92K- 13.13% |
$242K - $270K
|
65.6K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-9.99K- 2.11% |
$244K - $272K
|
463K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-10.3K- 1.7% |
$251K - $279K
|
595K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-10.6K- 8.02% |
$260K - $289K
|
122K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.8K- 3.66% |
$289K - $321K
|
311K
$9.21M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-12.5K- 23.5% |
$305K - $339K
|
40.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-12.9K- 0.36% |
$315K - $350K
|
3.54M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.9K- 4.87% |
$340K - $379K
|
272K
$8.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 25.86% |
$347K - $387K
|
40.7K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.5K- 13.82% |
$354K - $394K
|
90.3K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-14.7K- 3.9% |
$360K - $401K
|
363K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-14.9K- 41.83% |
$364K - $405K
|
20.7K
$613K
|