Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q1 2024. 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 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
493K+ 106.01% |
$16.1M - $18M
|
957K
$39M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
417K+ 887.94% |
$13.6M - $15.2M
|
464K
$18.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
400K+ 401.82% |
$13M - $14.6M
|
500K
$20.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
248K+ 103.1% |
$8.08M - $9.06M
|
488K
$19.9M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
199K+ 166.77% |
$6.47M - $7.25M
|
318K
$12.9M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
176KNew |
$5.74M - $6.43M
|
176K
$7.17M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
176KNew |
$5.73M - $6.43M
|
176K
$7.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
151K+ 22.91% |
$4.92M - $5.52M
|
810K
$33M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
149K+ 37.34% |
$4.85M - $5.44M
|
548K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
146K+ 18.78% |
$4.77M - $5.35M
|
926K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
142KNew |
$4.64M - $5.2M
|
142K
$5.79M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
142KNew |
$4.64M - $5.2M
|
142K
$5.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
140K+ 25.94% |
$4.58M - $5.13M
|
682K
$27.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
129K+ 16.39% |
$4.2M - $4.71M
|
915K
$37.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
127K+ 3.57% |
$4.13M - $4.63M
|
3.67M
$149M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
122K+ 7.15% |
$3.99M - $4.47M
|
1.84M
$74.7M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
120K+ 46.72% |
$3.92M - $4.39M
|
377K
$15.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
112K+ 21.67% |
$3.66M - $4.1M
|
630K
$25.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
108K+ 4.04% |
$3.51M - $3.94M
|
2.78M
$113M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
107K+ 17.83% |
$3.48M - $3.9M
|
705K
$28.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
105K+ 16.26% |
$3.41M - $3.82M
|
748K
$30.5M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
103K+ 292.86% |
$3.37M - $3.78M
|
139K
$5.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
92.9K+ 13.1% |
$3.03M - $3.39M
|
802K
$32.6M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
92.7K+ 7.51% |
$3.02M - $3.39M
|
1.33M
$54.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
91K+ 21.65% |
$2.97M - $3.33M
|
511K
$20.8M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
88.9K+ 10.76% |
$2.9M - $3.25M
|
916K
$37.3M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
88.1K+ 14.37% |
$2.87M - $3.22M
|
701K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
84.6K+ 2.69% |
$2.76M - $3.09M
|
3.23M
$131M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
83.8K+ 17.03% |
$2.73M - $3.06M
|
576K
$23.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
83.1K+ 7.45% |
$2.71M - $3.04M
|
1.2M
$48.8M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
78K+ 8.17% |
$2.54M - $2.85M
|
1.03M
$42.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
67.5K+ 1070.22% |
$2.2M - $2.47M
|
73.8K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65K+ 134.1% |
$2.12M - $2.37M
|
113K
$4.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
57.7K+ 8.04% |
$1.88M - $2.11M
|
775K
$31.6M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.3K+ 1237.54% |
$1.77M - $1.98M
|
58.7K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53.8KNew |
$1.75M - $1.96M
|
53.8K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
53.6K+ 12.09% |
$1.75M - $1.96M
|
497K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
51.1K+ 12.88% |
$1.67M - $1.87M
|
448K
$18.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51K+ 4.41% |
$1.66M - $1.86M
|
1.21M
$49.2M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
49.2K+ 11.52% |
$1.6M - $1.8M
|
476K
$19.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
47K+ 13.49% |
$1.53M - $1.72M
|
396K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
44.8K+ 394.86% |
$1.46M - $1.64M
|
56.1K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
43.2K+ 15.07% |
$1.41M - $1.58M
|
330K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
41.3K+ 10.28% |
$1.35M - $1.51M
|
444K
$18.1M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
41K+ 45.31% |
$1.34M - $1.5M
|
131K
$5.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.9K+ 2.92% |
$1.27M - $1.42M
|
1.37M
$55.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
37.1K+ 217.11% |
$1.21M - $1.36M
|
54.3K
$2.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
36.1K+ 6.99% |
$1.18M - $1.32M
|
553K
$22.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.9K+ 12.93% |
$1.17M - $1.31M
|
314K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
33.5K+ 31.42% |
$1.09M - $1.23M
|
140K
$5.71M
|