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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
42+ 0.41% |
$982 - $1.23K
|
10.2K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.04% |
$795 - $999
|
81.2K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
30+ 0.18% |
$701 - $882
|
16.7K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
25+ 1.22% |
$584 - $735
|
2.08K
$65.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 1.24% |
$584 - $735
|
2.04K
$64.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
7+ 0.62% |
$164 - $206
|
1.14K
$35.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 1.2% |
$164 - $206
|
589
$18.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$140 - $176
|
15.2K
$478K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
6+ 0.01% |
$140 - $176
|
46.8K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.15% |
$140 - $176
|
3.92K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6+ 0.07% |
$140 - $176
|
8.96K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6+ 0.02% |
$140 - $176
|
24.2K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4+ 0.03% |
$93.5 - $118
|
12K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.02% |
$234 - $294
|
66.5K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-10- 0.11% |
$234 - $294
|
9.15K
$287K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-12- 0.15% |
$280 - $353
|
7.76K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.03% |
$304 - $382
|
45.7K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-21- 70.0% |
$491 - $617
|
9
$282
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-35- 1.31% |
$818 - $1.03K
|
2.65K
$83K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-83- 1.0% |
$1.94K - $2.44K
|
8.2K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-85- 0.22% |
$1.99K - $2.5K
|
38K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-89- 0.4% |
$2.08K - $2.62K
|
22.1K
$694K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-103- 0.47% |
$2.41K - $3.03K
|
21.7K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-105- 0.54% |
$2.45K - $3.09K
|
19.3K
$606K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-130- 0.17% |
$3.04K - $3.82K
|
78.5K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-156- 0.09% |
$3.65K - $4.58K
|
176K
$5.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-175- 0.42% |
$4.09K - $5.14K
|
41.6K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-181- 0.01% |
$4.23K - $5.32K
|
2.77M
$86.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-187- 1.61% |
$4.37K - $5.5K
|
11.4K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-193- 1.28% |
$4.51K - $5.67K
|
14.9K
$467K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-203- 1.19% |
$4.74K - $5.97K
|
16.9K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-214- 1.03% |
$5K - $6.29K
|
20.5K
$642K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-238- 0.45% |
$5.56K - $6.99K
|
52.3K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-248- 0.13% |
$5.8K - $7.29K
|
184K
$5.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-250- 0.31% |
$5.84K - $7.35K
|
80.6K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-255- 1.88% |
$5.96K - $7.49K
|
13.3K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 0.72% |
$6.15K - $7.73K
|
36.2K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-336- 0.36% |
$7.85K - $9.88K
|
93.4K
$2.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-338- 1.16% |
$7.9K - $9.93K
|
28.8K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-346- 4.42% |
$8.09K - $10.2K
|
7.49K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-350- 7.92% |
$8.18K - $10.3K
|
4.07K
$128K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-358- 1.17% |
$8.37K - $10.5K
|
30.2K
$949K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-360- 2.6% |
$8.41K - $10.6K
|
13.5K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-364- 1.46% |
$8.51K - $10.7K
|
24.6K
$771K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-367- 2.32% |
$8.58K - $10.8K
|
15.4K
$484K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-379- 0.8% |
$8.86K - $11.1K
|
47.1K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-383- 0.36% |
$8.95K - $11.3K
|
106K
$3.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-408- 2.1% |
$9.53K - $12K
|
19K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-425- 0.7% |
$9.93K - $12.5K
|
60.4K
$1.9M
|