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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.07MNew |
$25M - $31.4M
|
1.07M
$31.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
168K+ 16.18% |
$3.92M - $4.93M
|
1.2M
$35.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
114K+ 10.75% |
$2.67M - $3.35M
|
1.17M
$34.8M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77.9K+ 3.46% |
$1.82M - $2.29M
|
2.33M
$69.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
62.3K+ 525.26% |
$1.46M - $1.83M
|
74.2K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.5KNew |
$899K - $1.13M
|
38.5K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
32.9K+ 286.62% |
$770K - $968K
|
44.4K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
32.7K+ 4.04% |
$765K - $962K
|
843K
$25M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.3KNew |
$264K - $332K
|
11.3K
$335K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.4K+ 21.84% |
$220K - $276K
|
52.4K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.11KNew |
$213K - $268K
|
9.11K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.64KNew |
$202K - $254K
|
8.64K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.73KNew |
$181K - $227K
|
7.73K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.27KNew |
$170K - $214K
|
7.27K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.13KNew |
$96.5K - $121K
|
4.13K
$122K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.61K+ 13.43% |
$84.5K - $106K
|
30.5K
$905K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.61K+ 5.77% |
$84.3K - $106K
|
66.1K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.36K+ 17.58% |
$78.4K - $98.6K
|
22.4K
$665K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.09K+ 4.5% |
$48.9K - $61.5K
|
48.6K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.67K+ 4.46% |
$39.1K - $49.1K
|
39.1K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.21K+ 5.35% |
$28.4K - $35.7K
|
23.9K
$708K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
517New |
$12.1K - $15.2K
|
517
$15.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
465New |
$10.9K - $13.7K
|
465
$13.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
453+ 0.3% |
$10.6K - $13.3K
|
150K
$4.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
284+ 1.26% |
$6.64K - $8.35K
|
22.9K
$679K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
87+ 5.67% |
$2.03K - $2.56K
|
1.62K
$48K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.04% |
$795 - $999
|
81.2K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$140 - $176
|
15.2K
$451K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.02% |
$234 - $294
|
66.5K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-103- 0.47% |
$2.41K - $3.03K
|
21.7K
$643K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-360- 2.6% |
$8.41K - $10.6K
|
13.5K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-383- 0.36% |
$8.95K - $11.3K
|
106K
$3.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-408- 2.1% |
$9.53K - $12K
|
19K
$563K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-570- 1.33% |
$13.3K - $16.8K
|
42.3K
$1.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-772- 4.12% |
$18K - $22.7K
|
18K
$533K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-879- 1.91% |
$20.5K - $25.8K
|
45.1K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-885- 3.74% |
$20.7K - $26K
|
22.8K
$676K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1K- 1.47% |
$23.4K - $29.4K
|
66.9K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.27K- 0.41% |
$29.7K - $37.4K
|
309K
$9.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.28K- 1.08% |
$29.8K - $37.5K
|
117K
$3.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.38K- 0.56% |
$32.2K - $40.4K
|
246K
$7.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.83K- 15.87% |
$42.8K - $53.9K
|
9.72K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.41K- 6.52% |
$56.4K - $70.9K
|
34.6K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.07K- 0.85% |
$71.8K - $90.3K
|
360K
$10.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.42K- 1.4% |
$79.9K - $100K
|
241K
$7.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-5.37K- 5.64% |
$125K - $158K
|
89.8K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.9K- 43.24% |
$138K - $173K
|
7.75K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-11.2K- 0.26% |
$262K - $329K
|
4.34M
$129M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 2.0% |
$382K - $481K
|
803K
$23.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32.6K- 5.48% |
$761K - $957K
|
562K
$16.7M
|