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 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24.9K- 0.65% |
$581K - $730K
|
3.79M
$119M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-25K- 15.15% |
$584K - $735K
|
140K
$4.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-25K- 8.09% |
$585K - $736K
|
284K
$8.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-25.1K- 62.56% |
$586K - $737K
|
15K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26.8K- 5.01% |
$626K - $788K
|
508K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 3.2% |
$721K - $907K
|
933K
$29.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-32.5K- 46.09% |
$759K - $955K
|
38K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32.6K- 5.48% |
$761K - $957K
|
562K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-33.1K- 0.8% |
$774K - $973K
|
4.09M
$128M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-33.5K- 5.78% |
$783K - $985K
|
546K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-35.2K- 4.99% |
$821K - $1.03M
|
670K
$21M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-35.9K- 59.12% |
$839K - $1.06M
|
24.8K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37K- 10.81% |
$864K - $1.09M
|
305K
$9.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-37.1K- 8.21% |
$866K - $1.09M
|
414K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.3K- 1.64% |
$1.01M - $1.27M
|
2.59M
$81.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-43.6K- 3.61% |
$1.02M - $1.28M
|
1.16M
$36.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-44K- 7.98% |
$1.03M - $1.29M
|
507K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-45K- 13.15% |
$1.05M - $1.32M
|
297K
$9.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48.9K- 4.96% |
$1.14M - $1.44M
|
938K
$29.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-53K- 6.99% |
$1.24M - $1.56M
|
706K
$22.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-56.3K- 2.59% |
$1.31M - $1.65M
|
2.12M
$66.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-65.8K- 2.26% |
$1.54M - $1.93M
|
2.85M
$89.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68.3K- 4.77% |
$1.6M - $2.01M
|
1.36M
$42.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-68.3K- 1.85% |
$1.6M - $2.01M
|
3.63M
$114M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-81.8K- 3.77% |
$1.91M - $2.4M
|
2.09M
$65.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-82.9K- 24.32% |
$1.94M - $2.44M
|
258K
$8.09M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-84.2K- 6.35% |
$1.97M - $2.47M
|
1.24M
$38.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-84.8K- 2.39% |
$1.98M - $2.49M
|
3.46M
$109M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-85.4K- 1.11% |
$2M - $2.51M
|
7.62M
$239M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-99.2K- 5.9% |
$2.32M - $2.91M
|
1.58M
$49.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-115K- 7.97% |
$2.68M - $3.37M
|
1.32M
$41.6M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-127K- 34.34% |
$2.96M - $3.72M
|
242K
$7.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-130K- 17.44% |
$3.05M - $3.83M
|
617K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-137K- 24.8% |
$3.2M - $4.02M
|
415K
$13M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-149K- 2.94% |
$3.49M - $4.39M
|
4.93M
$155M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-149K- 11.45% |
$3.49M - $4.39M
|
1.16M
$36.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-160K- 59.25% |
$3.75M - $4.71M
|
110K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-178K- 5.6% |
$4.16M - $5.23M
|
3M
$94.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221K- 8.28% |
$5.16M - $6.49M
|
2.45M
$76.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-231K- 36.97% |
$5.41M - $6.8M
|
395K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-254K- 35.86% |
$5.94M - $7.47M
|
455K
$14.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-309K- 7.74% |
$7.21M - $9.07M
|
3.68M
$115M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-494K- 26.97% |
$11.5M - $14.5M
|
1.34M
$42M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-502K- 95.74% |
$11.7M - $14.7M
|
22.3K
$700K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-817K- 22.13% |
$19.1M - $24M
|
2.88M
$90.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-935K- 11.79% |
$21.9M - $27.5M
|
7M
$220M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.27M- 74.28% |
$99.7M - $125M
|
1.48M
$46.4M
|