Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFAU)

DFAU Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q1 2023. 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
May 04, 2023 Q1 2023
Cowa, LLC

Tulsa, OK
BUY
 -
3.08M
+ 1623.73%
$82.7M - $91.2M
3.27M $133M
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
1.48M
+ 437.29%
$39.7M - $43.8M
1.81M $73.8M
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
1.48M
+ 437.29%
$39.7M - $43.8M
1.81M $73.8M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
528K
+ 155.51%
$14.2M - $15.6M
867K $35.3M
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
455K
+ 12.31%
$12.2M - $13.5M
4.15M $169M
May 01, 2023 Q1 2023
Aquire Wealth Advisors, LLC

BUY
 -
418K
+ 17.72%
$11.2M - $12.4M
2.78M $113M
Apr 27, 2023 Q1 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
367K
+ 297.33%
$9.86M - $10.9M
490K $20M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
331K
+ 11.98%
$8.89M - $9.81M
3.09M $126M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
285K
+ 205.22%
$7.66M - $8.46M
424K $17.3M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
268K
+ 168.3%
$7.21M - $7.96M
428K $17.4M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
222K
+ 37.68%
$5.97M - $6.59M
811K $33M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
194K
+ 178.41%
$5.22M - $5.76M
303K $12.3M
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
183K
+ 19.92%
$4.91M - $5.42M
1.1M $44.8M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
150K
+ 52.22%
$4.03M - $4.45M
438K $17.8M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
149K
+ 41.77%
$4M - $4.41M
505K $20.6M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
131K
+ 33.6%
$3.52M - $3.89M
521K $21.2M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
129K
+ 113.6%
$3.48M - $3.84M
243K $9.9M
Apr 27, 2023 Q1 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
117K
New
$3.14M - $3.47M
117K $4.76M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
115K
+ 27.16%
$3.09M - $3.41M
539K $21.9M
Apr 26, 2023 Q1 2023
Act Advisors, Llc.

BUY
 -
114K
+ 33.83%
$3.07M - $3.38M
451K $18.4M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
112K
+ 29.17%
$3.01M - $3.32M
496K $20.2M
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
109K
+ 16.73%
$2.93M - $3.24M
762K $31M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
106K
New
$2.84M - $3.13M
106K $4.3M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
102K
New
$2.75M - $3.03M
102K $4.16M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
99.1K
+ 30.57%
$2.66M - $2.94M
423K $17.2M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
94.5K
+ 18.64%
$2.54M - $2.8M
602K $24.5M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
94.3K
+ 8.18%
$2.53M - $2.8M
1.25M $50.8M
Aug 23, 2023 Q1 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
92.8K
+ 30.3%
$2.49M - $2.75M
399K $16.2M
May 03, 2023 Q1 2023
Bay Harbor Wealth Management, LLC

BUY
 -
89K
+ 341.82%
$2.39M - $2.64M
115K $4.68M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
79.1K
+ 912.27%
$2.13M - $2.35M
87.8K $3.57M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
76K
+ 84.17%
$2.04M - $2.25M
166K $6.77M
Apr 18, 2023 Q1 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
75.3K
+ 27.96%
$2.02M - $2.23M
345K $14M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
74.8K
+ 568.2%
$2.01M - $2.22M
88K $3.58M
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
73K
New
$1.96M - $2.16M
73K $2.97M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
70.3K
+ 16.7%
$1.89M - $2.08M
491K $20M
Apr 20, 2023 Q1 2023
Vera Bank, N.A.

BUY
 -
69.8K
New
$1.87M - $2.07M
69.8K $2.84M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
65.8K
+ 56.16%
$1.77M - $1.95M
183K $7.44M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
62.5K
New
$1.68M - $1.85M
62.5K $2.54M
May 12, 2023 Q1 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
61.4K
+ 10.23%
$1.65M - $1.82M
661K $26.9M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
59.5K
+ 63.44%
$1.6M - $1.77M
153K $6.25M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
56.7K
+ 20.94%
$1.52M - $1.68M
327K $13.3M
Apr 25, 2023 Q1 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
55.3K
+ 59.22%
$1.49M - $1.64M
149K $6.05M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
51.6K
New
$1.39M - $1.53M
51.6K $2.1M
May 15, 2023 Q1 2023
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
49.2K
New
$1.32M - $1.46M
49.2K $2M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
49K
+ 163.49%
$1.32M - $1.45M
79K $3.22M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
48.1K
+ 13.55%
$1.29M - $1.42M
403K $16.4M
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
46.8K
+ 2.17%
$1.26M - $1.39M
2.2M $89.7M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
44.3K
+ 236.38%
$1.19M - $1.31M
63.1K $2.57M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
40.3K
+ 15.31%
$1.08M - $1.19M
303K $12.4M

Track Institutional and Insider Activities on DFAU

Follow DIMENSIONAL ETF TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAU shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr insider buys or sells DFAU shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAU