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 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.61K+ 5.77% |
$84.3K - $106K
|
66.1K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.51K+ 1.69% |
$82.1K - $103K
|
212K
$6.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.4KNew |
$79.4K - $99.9K
|
3.4K
$107K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.36K+ 17.58% |
$78.4K - $98.6K
|
22.4K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.36K+ 1.62% |
$78.4K - $98.6K
|
211K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.24K+ 7.43% |
$75.6K - $95.1K
|
46.8K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3.23K+ 0.39% |
$75.4K - $94.8K
|
833K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.98K+ 0.08% |
$69.6K - $87.6K
|
3.54M
$111M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.97K+ 0.11% |
$69.4K - $87.3K
|
2.75M
$86.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.96K+ 1944.08% |
$69.1K - $86.8K
|
3.11K
$97.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.57K+ 1.73% |
$60.1K - $75.6K
|
151K
$4.74M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.42K+ 2.03% |
$56.6K - $71.1K
|
122K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.31K+ 66.54% |
$53.9K - $67.8K
|
5.77K
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.19K+ 0.23% |
$51.1K - $64.2K
|
951K
$29.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.09K+ 4.5% |
$48.9K - $61.5K
|
48.6K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.99K+ 18.09% |
$46.4K - $58.4K
|
13K
$407K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.92K+ 21.33% |
$44.8K - $56.4K
|
10.9K
$343K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.89KNew |
$44.2K - $55.6K
|
1.89K
$59.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$42.2K - $53.1K
|
1.81K
$56.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.76K+ 21.55% |
$41.2K - $51.8K
|
9.94K
$312K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 0.5% |
$41K - $51.6K
|
354K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.68K+ 5.24% |
$39.4K - $49.5K
|
33.8K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.67K+ 4.46% |
$39.1K - $49.1K
|
39.1K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 0.42% |
$38.4K - $48.3K
|
393K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.62K+ 5.53% |
$37.9K - $47.7K
|
30.9K
$971K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.56K+ 3.05% |
$36.5K - $45.8K
|
52.7K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.54KNew |
$36K - $45.3K
|
1.54K
$48.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.47K+ 6.11% |
$34.4K - $43.3K
|
25.6K
$802K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.43K+ 4.0% |
$33.4K - $42K
|
37.2K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.41K+ 86.49% |
$32.9K - $41.4K
|
3.04K
$95.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 1.02% |
$31.5K - $39.6K
|
134K
$4.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.34K+ 3.29% |
$31.3K - $39.4K
|
42.1K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 6.34% |
$29.9K - $37.6K
|
21.4K
$673K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.28K+ 16.39% |
$29.8K - $37.5K
|
9.06K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
1.25K+ 10.63% |
$29.2K - $36.7K
|
13K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.21K+ 5.35% |
$28.4K - $35.7K
|
23.9K
$750K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.09K+ 0.9% |
$25.4K - $31.9K
|
121K
$3.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.04K+ 1.83% |
$24.2K - $30.4K
|
57.7K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.02K+ 0.95% |
$23.9K - $30.1K
|
108K
$3.4M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 20.0% |
$23.4K - $29.4K
|
6K
$188K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
929+ 0.05% |
$21.7K - $27.3K
|
1.96M
$61.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
893+ 2.57% |
$20.9K - $26.2K
|
35.6K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
780+ 1.25% |
$18.2K - $22.9K
|
63.4K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
710+ 0.84% |
$16.6K - $20.9K
|
84.9K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
699+ 0.4% |
$16.3K - $20.5K
|
176K
$5.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
675+ 0.89% |
$15.8K - $19.8K
|
76.6K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
670+ 0.77% |
$15.7K - $19.7K
|
88.1K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
654+ 0.24% |
$15.3K - $19.2K
|
272K
$8.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
647+ 4.49% |
$15.1K - $19K
|
15.1K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
597+ 0.4% |
$14K - $17.5K
|
151K
$4.73M
|