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 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-430- 6.77% |
$10K - $12.6K
|
5.92K
$186K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-432- 0.75% |
$10.1K - $12.7K
|
57.5K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-439- 0.39% |
$10.3K - $12.9K
|
113K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-448- 3.07% |
$10.5K - $13.2K
|
14.2K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-451- 0.87% |
$10.5K - $13.3K
|
51.1K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-460- 0.21% |
$10.8K - $13.5K
|
222K
$6.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-570- 1.33% |
$13.3K - $16.8K
|
42.3K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-616- 0.57% |
$14.4K - $18.1K
|
107K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-619- 3.18% |
$14.5K - $18.2K
|
18.8K
$591K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-640- 7.59% |
$15K - $18.8K
|
7.8K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-642- 8.85% |
$15K - $18.9K
|
6.61K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-652- 8.25% |
$15.2K - $19.2K
|
7.25K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-685- 0.98% |
$16K - $20.1K
|
69.1K
$2.17M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-701- 12.09% |
$16.4K - $20.6K
|
5.1K
$160K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-702- 1.01% |
$16.4K - $20.6K
|
68.7K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-711- 1.47% |
$16.6K - $20.9K
|
47.6K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-733- 2.1% |
$17.1K - $21.5K
|
34.2K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-749- 1.26% |
$17.5K - $22K
|
58.6K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-754- 2.03% |
$17.6K - $22.2K
|
36.4K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-756- 6.44% |
$17.7K - $22.2K
|
11K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-762- 1.07% |
$17.8K - $22.4K
|
70.1K
$2.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-772- 4.12% |
$18K - $22.7K
|
18K
$564K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-792- 0.3% |
$18.5K - $23.3K
|
265K
$8.3M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-859- 2.46% |
$20.1K - $25.2K
|
34.1K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-877- 10.73% |
$20.5K - $25.8K
|
7.3K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-877- 10.73% |
$20.5K - $25.8K
|
7.3K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-879- 1.91% |
$20.5K - $25.8K
|
45.1K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-885- 3.74% |
$20.7K - $26K
|
22.8K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-887- 4.01% |
$20.7K - $26.1K
|
21.2K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-981- 0.25% |
$22.9K - $28.8K
|
398K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1K- 1.47% |
$23.4K - $29.4K
|
66.9K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 82.78% |
$23.4K - $29.4K
|
208
$6.53K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.03K- 0.49% |
$24K - $30.2K
|
210K
$6.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 4.13% |
$24.3K - $30.5K
|
24.1K
$756K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.09K- 0.74% |
$25.4K - $31.9K
|
145K
$4.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.13K- 1.69% |
$26.4K - $33.2K
|
65.8K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.27K- 0.41% |
$29.7K - $37.4K
|
309K
$9.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.28K- 0.08% |
$29.8K - $37.5K
|
1.69M
$53M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.28K- 1.08% |
$29.8K - $37.5K
|
117K
$3.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.28K- 6.72% |
$30K - $37.7K
|
17.8K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.31K- 1.16% |
$30.6K - $38.5K
|
112K
$3.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.35K- 3.03% |
$31.4K - $39.5K
|
43.1K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.38K- 0.56% |
$32.2K - $40.4K
|
246K
$7.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.38K- 4.12% |
$32.3K - $40.6K
|
32.1K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.4K- 1.15% |
$32.7K - $41.1K
|
120K
$3.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 6.92% |
$35.1K - $44.1K
|
20.2K
$634K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.53K- 4.69% |
$35.7K - $44.9K
|
31.1K
$975K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.68K- 4.45% |
$39.2K - $49.3K
|
36K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 2.55% |
$40K - $50.3K
|
65.3K
$2.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.83K- 15.87% |
$42.8K - $53.9K
|
9.72K
$305K
|