Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.14MNew |
$120M - $151M
|
5.14M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.53M+ 645.48% |
$59M - $74.3M
|
2.92M
$91.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.04MNew |
$47.7M - $60M
|
2.04M
$64M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1M+ 21.35% |
$25.8M - $32.5M
|
6.28M
$197M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.07MNew |
$25M - $31.4M
|
1.07M
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
620K+ 18.02% |
$14.5M - $18.2M
|
4.06M
$127M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
502K+ 2249.59% |
$11.7M - $14.7M
|
524K
$16.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
421K+ 32.97% |
$9.85M - $12.4M
|
1.7M
$53.3M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
421K+ 1821.04% |
$9.84M - $12.4M
|
444K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
356K+ 89.37% |
$8.33M - $10.5M
|
755K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
208K+ 3.75% |
$4.86M - $6.11M
|
5.75M
$180M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 2.38% |
$4.35M - $5.48M
|
8.02M
$252M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
168K+ 16.18% |
$3.92M - $4.93M
|
1.2M
$37.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
161K+ 34.85% |
$3.76M - $4.73M
|
622K
$19.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
152K+ 13.81% |
$3.55M - $4.47M
|
1.25M
$39.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
141KNew |
$3.31M - $4.16M
|
141K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
135K+ 143.15% |
$3.16M - $3.97M
|
230K
$7.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
114K+ 10.75% |
$2.67M - $3.35M
|
1.17M
$36.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 27.29% |
$2.55M - $3.21M
|
509K
$16M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
102K+ 6.55% |
$2.38M - $3M
|
1.66M
$52M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94K+ 17.85% |
$2.2M - $2.76M
|
621K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
87.8K+ 50.47% |
$2.05M - $2.58M
|
262K
$8.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
83.1K+ 5.31% |
$1.94M - $2.44M
|
1.65M
$51.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
83.1K+ 610.17% |
$1.94M - $2.44M
|
96.7K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
81.7K+ 18.81% |
$1.91M - $2.4M
|
516K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
80.8KNew |
$1.89M - $2.38M
|
80.8K
$2.54M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77.9K+ 3.46% |
$1.82M - $2.29M
|
2.33M
$73.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
77.9K+ 26.44% |
$1.82M - $2.29M
|
372K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
77.1K+ 4.31% |
$1.8M - $2.27M
|
1.87M
$58.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
70.7K+ 3.34% |
$1.65M - $2.08M
|
2.19M
$68.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
69K+ 2.96% |
$1.61M - $2.03M
|
2.4M
$75.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.9K+ 4.51% |
$1.59M - $2M
|
1.58M
$49.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
65.6K+ 9.19% |
$1.53M - $1.93M
|
779K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.9K+ 10.55% |
$1.52M - $1.91M
|
680K
$21.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
64.2KNew |
$1.5M - $1.89M
|
64.2K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
64.1KNew |
$1.5M - $1.88M
|
64.1K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
62.3K+ 525.26% |
$1.46M - $1.83M
|
74.2K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
61.2KNew |
$1.43M - $1.8M
|
61.2K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
60.7KNew |
$1.42M - $1.79M
|
60.7K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
58KNew |
$1.36M - $1.71M
|
58K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
48.7K+ 3.5% |
$1.14M - $1.43M
|
1.44M
$45.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
47.2KNew |
$1.1M - $1.39M
|
47.2K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
46.9KNew |
$1.1M - $1.38M
|
46.9K
$1.47M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.6K+ 9.16% |
$1.09M - $1.37M
|
555K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
45.4K+ 2.08% |
$1.06M - $1.33M
|
2.23M
$70M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
44.1K+ 9.53% |
$1.03M - $1.3M
|
507K
$15.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
41.7KNew |
$974K - $1.23M
|
41.7K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38.9K+ 6.69% |
$909K - $1.14M
|
620K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.5KNew |
$899K - $1.13M
|
38.5K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
36.8K+ 36.58% |
$860K - $1.08M
|
137K
$4.31M
|