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 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
574+ 41.59% |
$13.4K - $16.9K
|
1.95K
$61.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
522+ 4.21% |
$12.2K - $15.3K
|
12.9K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
517New |
$12.1K - $15.2K
|
517
$16.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
493+ 1.24% |
$11.5K - $14.5K
|
40.1K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
473+ 1.95% |
$11.1K - $13.9K
|
24.7K
$775K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
465New |
$10.9K - $13.7K
|
465
$14.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
453+ 0.3% |
$10.6K - $13.3K
|
150K
$4.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
445+ 5.1% |
$10.4K - $13.1K
|
9.17K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
416New |
$9.72K - $12.2K
|
416
$13.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
390+ 0.56% |
$9.11K - $11.5K
|
70.3K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
375+ 4.31% |
$8.76K - $11K
|
9.07K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
372+ 0.02% |
$8.69K - $10.9K
|
2.39M
$74.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
344+ 1.14% |
$8.04K - $10.1K
|
30.6K
$959K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
340+ 0.58% |
$7.95K - $9.99K
|
58.5K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
291+ 0.95% |
$6.8K - $8.55K
|
30.9K
$971K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
284+ 1.26% |
$6.64K - $8.35K
|
22.9K
$719K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
276New |
$6.45K - $8.11K
|
276
$8.66K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
251+ 0.93% |
$5.87K - $7.38K
|
27.2K
$853K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
248New |
$5.8K - $7.29K
|
248
$7.78K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
245+ 1.76% |
$5.73K - $7.2K
|
14.2K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
243+ 0.54% |
$5.68K - $7.14K
|
45.1K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
240+ 1.03% |
$5.61K - $7.05K
|
23.6K
$741K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
235+ 1.24% |
$5.49K - $6.91K
|
19.2K
$601K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
172New |
$4.02K - $5.06K
|
172
$5.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
172+ 1.26% |
$4.02K - $5.06K
|
13.8K
$434K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
167+ 0.45% |
$3.9K - $4.91K
|
37K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
151+ 1.23% |
$3.53K - $4.44K
|
12.5K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
146+ 0.4% |
$3.41K - $4.29K
|
37K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
141+ 1.26% |
$3.3K - $4.14K
|
11.3K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
136+ 1.26% |
$3.18K - $4K
|
11K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
131+ 0.77% |
$3.06K - $3.85K
|
17.1K
$536K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
116+ 0.75% |
$2.71K - $3.41K
|
15.6K
$490K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
97+ 0.19% |
$2.27K - $2.85K
|
51.8K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
96+ 0.77% |
$2.24K - $2.82K
|
12.6K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
93+ 0.23% |
$2.17K - $2.73K
|
39.9K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
87+ 0.18% |
$2.03K - $2.56K
|
48.7K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
87+ 0.7% |
$2.03K - $2.56K
|
12.5K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
87+ 5.67% |
$2.03K - $2.56K
|
1.62K
$50.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86+ 0.17% |
$2.01K - $2.53K
|
51K
$1.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
78+ 0.96% |
$1.82K - $2.29K
|
8.21K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
77+ 0.09% |
$1.8K - $2.26K
|
84.5K
$2.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
76+ 0.64% |
$1.78K - $2.23K
|
11.9K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65+ 1.15% |
$1.52K - $1.91K
|
5.72K
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62+ 0.84% |
$1.45K - $1.82K
|
7.48K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
60+ 0.21% |
$1.4K - $1.76K
|
28.3K
$889K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
59+ 1.27% |
$1.38K - $1.73K
|
4.72K
$148K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
56+ 0.27% |
$1.31K - $1.65K
|
21K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50+ 1.26% |
$1.17K - $1.47K
|
4.03K
$126K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
43New |
$1K - $1.26K
|
43
$1.35K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
42+ 1.01% |
$982 - $1.23K
|
4.22K
$132K
|