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
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.85K- 2.02% |
$43.2K - $54.4K
|
89.8K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.91K- 3.19% |
$44.7K - $56.3K
|
58.1K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.92K- 5.54% |
$44.9K - $56.5K
|
32.8K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-2K- 7.23% |
$46.7K - $58.7K
|
25.6K
$804K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.04K- 9.28% |
$47.7K - $59.9K
|
19.9K
$626K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.07K- 1.45% |
$48.4K - $60.9K
|
141K
$4.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.09K- 17.49% |
$48.8K - $61.4K
|
9.85K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 0.49% |
$52.5K - $66K
|
459K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.35K- 33.61% |
$55K - $69.2K
|
4.65K
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-2.39K- 3.53% |
$55.9K - $70.3K
|
65.4K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.41K- 6.52% |
$56.4K - $70.9K
|
34.6K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.44K- 57.61% |
$57K - $71.7K
|
1.8K
$56.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.47K- 10.96% |
$57.7K - $72.6K
|
20.1K
$630K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 3.98% |
$58.4K - $73.4K
|
60.3K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.65K- 1.24% |
$61.9K - $77.8K
|
211K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.71K- 2.44% |
$63.3K - $79.6K
|
109K
$3.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.77K- 16.06% |
$64.7K - $81.3K
|
14.5K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.81K- 8.8% |
$65.7K - $82.6K
|
29.1K
$914K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.96K- 2.5% |
$69.2K - $87.1K
|
116K
$3.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.07K- 0.85% |
$71.8K - $90.3K
|
360K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.2K- 5.0% |
$74.8K - $94K
|
60.8K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-3.22K- 1.31% |
$75.3K - $94.8K
|
244K
$7.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.27K- 22.33% |
$76.5K - $96.2K
|
11.4K
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.38K- 1.04% |
$78.9K - $99.2K
|
322K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.42K- 1.4% |
$79.9K - $100K
|
241K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.42K- 2.78% |
$79.9K - $101K
|
120K
$3.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.45K- 3.81% |
$80.5K - $101K
|
86.9K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-3.46K- 0.68% |
$80.9K - $102K
|
507K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.5K- 3.36% |
$81.7K - $103K
|
101K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.89K- 26.05% |
$90.9K - $114K
|
11K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.97K- 93.1% |
$92.7K - $117K
|
294
$9.23K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.98K- 42.54% |
$92.9K - $117K
|
5.37K
$168K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.99K- 4.18% |
$93.3K - $117K
|
91.5K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.05K- 10.59% |
$94.7K - $119K
|
34.2K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.08K- 21.35% |
$95.3K - $120K
|
15K
$471K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4.1K- 8.74% |
$95.9K - $121K
|
42.9K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.12K- 12.02% |
$96.2K - $121K
|
30.1K
$945K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4.31K- 6.12% |
$101K - $127K
|
66.1K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-4.44K- 23.82% |
$104K - $130K
|
14.2K
$446K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.45K- 2.37% |
$104K - $131K
|
183K
$5.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.46K- 2.04% |
$104K - $131K
|
214K
$6.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.49K- 37.3% |
$105K - $132K
|
7.54K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.57K- 17.79% |
$107K - $134K
|
21.1K
$662K
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-4.59K- 0.42% |
$107K - $135K
|
1.1M
$34.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.69K- 40.39% |
$109K - $138K
|
6.91K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.79K- 2.33% |
$112K - $141K
|
200K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.85K- 30.51% |
$113K - $142K
|
11K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-4.91K- 2.24% |
$115K - $144K
|
214K
$6.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.93K- 1.63% |
$115K - $145K
|
298K
$9.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.96K- 1.83% |
$116K - $146K
|
266K
$8.36M
|