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 09, 2023 Q1 2023
Brainard Capital Management LLC

Austin, TX
BUY
 -
40.1K
+ 25.13%
$1.08M - $1.19M
200K $8.14M
May 12, 2023 Q1 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
37.4K
+ 19.75%
$1M - $1.11M
227K $9.23M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
37.1K
+ 15.54%
$996K - $1.1M
276K $11.2M
Apr 21, 2023 Q1 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
35.7K
+ 10.69%
$958K - $1.06M
369K $15M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
35.1K
+ 26.25%
$942K - $1.04M
169K $6.86M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
34.9K
+ 165.31%
$938K - $1.03M
56K $2.28M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
34.2K
+ 1.49%
$920K - $1.01M
2.34M $95.1M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
33.7K
+ 4.17%
$906K - $1M
843K $34.3M
Apr 11, 2023 Q1 2023
Rvw Wealth, LLC

BUY
 -
33.4K
+ 3.18%
$898K - $991K
1.08M $44.1M
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
33.4K
+ 11.19%
$898K - $991K
332K $13.5M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
32K
+ 13.26%
$860K - $949K
273K $11.1M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
31.6K
+ 17.86%
$849K - $937K
209K $8.49M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
29.4K
New
$790K - $872K
29.4K $1.2M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
29.2K
+ 12.91%
$785K - $866K
256K $10.4M
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
29K
New
$779K - $859K
29K $1.18M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
27.9K
New
$750K - $827K
27.9K $1.14M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
27.5K
New
$738K - $815K
27.5K $1.12M
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
26K
+ 29.7%
$699K - $771K
114K $4.62M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
23.7K
New
$636K - $702K
23.7K $963K
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
23.2K
New
$625K - $689K
23.2K $946K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
22.8K
+ 3.65%
$613K - $677K
649K $26.4M
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
20.4K
+ 91.78%
$549K - $606K
42.7K $1.74M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
19.7K
New
$529K - $584K
19.7K $802K
May 09, 2023 Q1 2023
Warwick Investment Management, Inc.

BUY
 -
19.5K
New
$525K - $579K
19.5K $795K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
18.4K
+ 1.79%
$496K - $547K
1.05M $42.7M
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
18.1K
+ 6.4%
$485K - $535K
300K $12.2M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
17.8K
+ 18.85%
$478K - $528K
112K $4.57M
May 12, 2023 Q1 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
17.4K
New
$468K - $516K
17.4K $709K
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
16.9K
New
$455K - $502K
16.9K $689K
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
16.8K
+ 9.03%
$453K - $499K
203K $8.28M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
16.1K
+ 7.3%
$432K - $476K
236K $9.61M
May 15, 2023 Q1 2023
Jackson Thornton Asset Management, LLC

BUY
 -
14.9K
+ 19.16%
$401K - $442K
92.7K $3.77M
May 15, 2023 Q1 2023
Investmark Advisory Group LLC

BUY
 -
14.8K
+ 29.93%
$397K - $438K
64.1K $2.61M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
14.5K
+ 15.49%
$389K - $429K
108K $4.39M
May 04, 2023 Q1 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
13.9K
+ 0.77%
$373K - $411K
1.81M $73.9M
Apr 14, 2023 Q1 2023
Cherrydale Wealth Management, LLC

BUY
 -
13.5K
+ 6.55%
$362K - $399K
219K $8.92M
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
13.3K
New
$357K - $394K
13.3K $541K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
12.8K
+ 6.47%
$344K - $380K
211K $8.58M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
12.5K
+ 5.18%
$335K - $369K
253K $10.3M
Apr 17, 2023 Q1 2023
Highland Financial Advisors, LLC

BUY
 -
11.3K
+ 2.21%
$305K - $336K
525K $21.4M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
11.2K
+ 43.86%
$302K - $333K
36.9K $1.5M
Apr 03, 2023 Q1 2023
Shearwater Capital LLC

BUY
 -
10.9K
+ 198.83%
$293K - $323K
16.4K $667K
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
10.5K
New
$281K - $310K
10.5K $425K
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
10.4K
+ 45.9%
$280K - $309K
33.1K $1.35M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
9.83K
+ 2.93%
$264K - $292K
345K $14.1M
May 08, 2023 Q1 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
9.8K
New
$263K - $291K
9.8K $399K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
9.6K
+ 40.59%
$258K - $285K
33.2K $1.35M
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
9.54K
+ 7.1%
$256K - $283K
144K $5.86M
May 10, 2023 Q1 2023
Exeter Financial, LLC

BUY
 -
8.84K
+ 25.52%
$238K - $262K
43.5K $1.77M

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