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 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
36.7K+ 9.86% |
$857K - $1.08M
|
409K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
35.3K+ 1.97% |
$825K - $1.04M
|
1.83M
$57.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
35.1K+ 159331.81% |
$819K - $1.03M
|
35.1K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
33.1KNew |
$774K - $973K
|
33.1K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
32.9K+ 286.62% |
$770K - $968K
|
44.4K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
32.7K+ 4.04% |
$765K - $962K
|
843K
$26.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
32.4K+ 2.5% |
$757K - $952K
|
1.33M
$41.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.8K+ 68.66% |
$744K - $935K
|
78.2K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30.9K+ 13.44% |
$721K - $907K
|
261K
$8.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
30.9K+ 5.24% |
$721K - $907K
|
620K
$19.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
30.1K+ 5.09% |
$703K - $884K
|
621K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
28.1K+ 4.11% |
$658K - $827K
|
712K
$22.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
25.5KNew |
$595K - $749K
|
25.5K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
25.2KNew |
$590K - $741K
|
25.2K
$792K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
25.1KNew |
$586K - $737K
|
25.1K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
24.8K+ 3.43% |
$580K - $730K
|
749K
$23.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.3KNew |
$568K - $714K
|
24.3K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
24.2K+ 62.21% |
$566K - $712K
|
63.2K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
24.1KNew |
$563K - $708K
|
24.1K
$756K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24K+ 7.33% |
$562K - $707K
|
352K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
23.7K+ 56.51% |
$554K - $697K
|
65.6K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22.1KNew |
$517K - $651K
|
22.1K
$695K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 5.26% |
$496K - $624K
|
425K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.6K+ 4.25% |
$480K - $604K
|
504K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.3K+ 8.93% |
$475K - $598K
|
248K
$7.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.2K+ 34.21% |
$471K - $592K
|
79.1K
$2.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.1K+ 72.27% |
$470K - $591K
|
48K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
19.7K+ 4.96% |
$461K - $579K
|
417K
$13.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.7K+ 48.33% |
$461K - $579K
|
60.5K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.3KNew |
$451K - $567K
|
19.3K
$605K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19.3K+ 84.3% |
$451K - $567K
|
42.2K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19KNew |
$445K - $559K
|
19K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
18KNew |
$421K - $530K
|
18K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
17.9KNew |
$418K - $526K
|
17.9K
$561K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
17.3KNew |
$404K - $508K
|
17.3K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.4KNew |
$383K - $482K
|
16.4K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$379K - $477K
|
16.2K
$509K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.1K+ 51.73% |
$377K - $474K
|
47.3K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
16KNew |
$373K - $470K
|
16K
$501K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 1.21% |
$370K - $465K
|
1.33M
$41.7M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
15.4K+ 4.96% |
$361K - $454K
|
326K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.3KNew |
$357K - $449K
|
15.3K
$480K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 13.54% |
$356K - $447K
|
128K
$4.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15K+ 2.15% |
$351K - $442K
|
714K
$22.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14.9K+ 2.09% |
$348K - $438K
|
728K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$316K - $397K
|
13.5K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.3K+ 1.21% |
$310K - $390K
|
1.11M
$34.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 19.83% |
$309K - $388K
|
79.9K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.1K+ 1.0% |
$306K - $385K
|
1.33M
$41.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.7K+ 2.08% |
$298K - $374K
|
624K
$19.6M
|