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 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5K- 1.61% |
$117K - $147K
|
307K
$9.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-5.37K- 5.64% |
$125K - $158K
|
89.8K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5.7K- 1.67% |
$133K - $167K
|
335K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.73K- 37.56% |
$134K - $168K
|
9.52K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.9K- 43.24% |
$138K - $173K
|
7.75K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-6.25K- 3.74% |
$146K - $184K
|
161K
$5.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.49K- 75.77% |
$152K - $191K
|
2.08K
$65.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.66K- 0.97% |
$156K - $196K
|
678K
$21.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.06K- 1.11% |
$165K - $208K
|
630K
$19.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.43K- 41.99% |
$174K - $218K
|
10.3K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.62K- 1.0% |
$178K - $224K
|
751K
$23.6M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-7.74K- 1.55% |
$181K - $228K
|
491K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-7.92K- 6.44% |
$185K - $233K
|
115K
$3.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-8.35K- 1.18% |
$195K - $245K
|
701K
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.38K- 1.65% |
$196K - $246K
|
499K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.87K- 6.37% |
$207K - $261K
|
130K
$4.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-9.24K- 22.87% |
$216K - $272K
|
31.2K
$978K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.89K- 2.41% |
$231K - $291K
|
400K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 15.33% |
$235K - $296K
|
55.6K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.5K- 11.0% |
$246K - $310K
|
85.3K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-10.6K- 2.0% |
$248K - $312K
|
519K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 3.43% |
$249K - $313K
|
300K
$9.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.7K- 14.65% |
$250K - $315K
|
62.4K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 43.39% |
$255K - $321K
|
14.2K
$447K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 1.31% |
$257K - $323K
|
825K
$25.9M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-11.1K- 3.46% |
$259K - $325K
|
309K
$9.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-11.1K- 4.9% |
$259K - $326K
|
215K
$6.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-11.2K- 0.26% |
$262K - $329K
|
4.34M
$136M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.3K- 0.78% |
$264K - $332K
|
1.43M
$44.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-12.2K- 3.15% |
$284K - $358K
|
374K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-12.3K- 5.6% |
$288K - $362K
|
208K
$6.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.5K- 3.56% |
$292K - $368K
|
338K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-13K- 10.25% |
$304K - $382K
|
114K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.3K- 6.04% |
$312K - $392K
|
208K
$6.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13.5K- 12.18% |
$317K - $398K
|
97.7K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-14.8K- 5.99% |
$346K - $435K
|
232K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-14.8K- 11.78% |
$346K - $435K
|
111K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-15.4K- 4.44% |
$359K - $451K
|
331K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-15.7K- 4.85% |
$367K - $461K
|
308K
$9.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 2.0% |
$382K - $481K
|
803K
$25.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-17.3K- 1.17% |
$404K - $508K
|
1.46M
$46M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-17.5K- 8.55% |
$408K - $513K
|
187K
$5.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.6K- 1.97% |
$410K - $516K
|
874K
$27.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18K- 13.13% |
$420K - $528K
|
119K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-18.4K- 20.31% |
$430K - $541K
|
72.2K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-19.1K- 3.06% |
$447K - $562K
|
606K
$19M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 5.23% |
$451K - $567K
|
350K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-20.8K- 18.64% |
$486K - $611K
|
90.8K
$2.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-21.8K- 1.42% |
$509K - $640K
|
1.51M
$47.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-22K- 78.64% |
$514K - $646K
|
5.97K
$187K
|