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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 6.84% |
$367K - $408K
|
204K
$6.05M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15K- 44.01% |
$367K - $408K
|
19.1K
$566K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17K- 1.87% |
$415K - $462K
|
892K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 30.41% |
$448K - $499K
|
41.9K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-18.5K- 0.45% |
$452K - $503K
|
4.12M
$122M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-18.5K- 1.27% |
$453K - $503K
|
1.44M
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19K- 25.16% |
$465K - $517K
|
56.6K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-19.2K- 2.47% |
$470K - $523K
|
759K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-19.4K- 1.74% |
$475K - $528K
|
1.09M
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-23.2K- 3.18% |
$566K - $630K
|
705K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23.6K- 33.63% |
$576K - $641K
|
46.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-23.7K- 8.74% |
$579K - $644K
|
247K
$7.32M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-24K- 0.65% |
$588K - $654K
|
3.69M
$109M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-24.2K- 8.9% |
$591K - $657K
|
247K
$7.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-24.7K- 4.46% |
$605K - $673K
|
530K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-26.6K- 7.22% |
$651K - $724K
|
342K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-26.7K- 9.15% |
$654K - $727K
|
265K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.9K- 1.45% |
$657K - $731K
|
1.83M
$54.3M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-28.5K- 19.36% |
$696K - $775K
|
119K
$3.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-29.3K- 29.56% |
$716K - $796K
|
69.8K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-31K- 3.58% |
$758K - $843K
|
836K
$24.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-31.3K- 73.13% |
$765K - $851K
|
11.5K
$341K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.1K- 97.72% |
$810K - $901K
|
772
$22.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-33.7K- 37.12% |
$824K - $917K
|
57.1K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-33.8K- 43.72% |
$827K - $919K
|
43.5K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-34.4K- 60.09% |
$842K - $937K
|
22.9K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-35.6K- 99.94% |
$871K - $969K
|
22
$652
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-37.6K- 9.81% |
$920K - $1.02M
|
346K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-39.9K- 2.62% |
$976K - $1.09M
|
1.48M
$43.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-41.8K- 5.57% |
$1.02M - $1.14M
|
709K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-47.3K- 17.79% |
$1.16M - $1.29M
|
219K
$6.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.3K- 5.45% |
$1.16M - $1.29M
|
820K
$24.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-48.5K- 3.28% |
$1.19M - $1.32M
|
1.43M
$42.4M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-49.5K- 2.23% |
$1.21M - $1.35M
|
2.17M
$64.2M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-53.6K- 5.35% |
$1.31M - $1.46M
|
949K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-56.6K- 8.89% |
$1.38M - $1.54M
|
580K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.7K- 3.86% |
$1.41M - $1.57M
|
1.44M
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.1K- 8.76% |
$1.44M - $1.61M
|
615K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-70.1K- 11.27% |
$1.71M - $1.91M
|
551K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-72.9K- 3.59% |
$1.78M - $1.98M
|
1.96M
$58M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-78.2K- 66.47% |
$1.91M - $2.13M
|
39.4K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83.4K- 3.03% |
$2.04M - $2.27M
|
2.67M
$79.1M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-91.3K- 91.27% |
$2.23M - $2.48M
|
8.73K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-99.6K- 6.09% |
$2.43M - $2.71M
|
1.54M
$45.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-110K- 3.99% |
$2.68M - $2.98M
|
2.64M
$78.2M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112K- 8.47% |
$2.73M - $3.04M
|
1.21M
$35.8M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-171K- 33.36% |
$4.17M - $4.64M
|
341K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-216K- 10.88% |
$5.27M - $5.87M
|
1.77M
$52.3M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-250K- 10.32% |
$6.12M - $6.81M
|
2.17M
$64.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-251K- 5.44% |
$6.13M - $6.82M
|
4.36M
$129M
|