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 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.1K+ 5.45% |
$1.08M - $1.21M
|
641K
$26.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
32.9K+ 10.74% |
$1.07M - $1.2M
|
339K
$13.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 21.52% |
$1.04M - $1.16M
|
180K
$7.33M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.3K+ 6.67% |
$1.02M - $1.14M
|
501K
$20.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
30.3K+ 2.54% |
$987K - $1.11M
|
1.22M
$49.8M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.5KNew |
$963K - $1.08M
|
29.5K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
29K+ 10.04% |
$946K - $1.06M
|
318K
$12.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
27.3K+ 8.7% |
$891K - $999K
|
342K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
27.1K+ 2.54% |
$883K - $990K
|
1.09M
$44.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
26.9K+ 8.66% |
$876K - $982K
|
337K
$13.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26.3KNew |
$857K - $960K
|
26.3K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
26.2K+ 1.4% |
$853K - $957K
|
1.9M
$77.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26K+ 2.31% |
$849K - $952K
|
1.15M
$46.9M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25.9K+ 3.99% |
$843K - $945K
|
674K
$27.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
24.6K+ 10.14% |
$801K - $898K
|
267K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23.9K+ 9.16% |
$779K - $873K
|
285K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.7K+ 13.98% |
$706K - $792K
|
177K
$7.19M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
21.5K+ 4.49% |
$702K - $787K
|
502K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
21.5K+ 68.5% |
$699K - $784K
|
52.8K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
21K+ 49.47% |
$686K - $769K
|
63.6K
$2.59M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
19.1K+ 23.83% |
$621K - $696K
|
99K
$4.03M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18.8K+ 25.7% |
$613K - $687K
|
91.9K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
18.6K+ 0.74% |
$605K - $678K
|
2.53M
$103M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.5K+ 5.32% |
$601K - $674K
|
366K
$14.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18.3K+ 6.3% |
$596K - $669K
|
309K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.2KNew |
$595K - $667K
|
18.2K
$743K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 5.85% |
$564K - $632K
|
313K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
16KNew |
$523K - $586K
|
16K
$653K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.7KNew |
$511K - $572K
|
15.7K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 11.5% |
$510K - $572K
|
152K
$6.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.5K+ 10.26% |
$506K - $568K
|
167K
$6.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
14.8K+ 1.21% |
$483K - $541K
|
1.24M
$50.5M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
14.4K+ 41.52% |
$469K - $526K
|
49.1K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.2K+ 14.85% |
$464K - $520K
|
110K
$4.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.2K+ 3.93% |
$463K - $519K
|
375K
$15.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
14K+ 2.42% |
$456K - $512K
|
593K
$24.1M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 7.5% |
$438K - $491K
|
193K
$7.85M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.3K+ 2.95% |
$434K - $487K
|
465K
$18.9M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
13.2K+ 2.38% |
$430K - $482K
|
568K
$23.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
13.2K+ 5.89% |
$429K - $481K
|
237K
$9.64M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.2KNew |
$397K - $445K
|
12.2K
$495K
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
11.3K+ 38.41% |
$367K - $412K
|
40.6K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 7.91% |
$356K - $399K
|
149K
$6.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.8K+ 6.02% |
$352K - $394K
|
190K
$7.74M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
10.5KNew |
$343K - $384K
|
10.5K
$428K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
10.5KNew |
$342K - $383K
|
10.5K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 2.53% |
$340K - $381K
|
423K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10.3K+ 2.45% |
$335K - $376K
|
431K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10K+ 4.81% |
$326K - $365K
|
218K
$8.87M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.23KNew |
$301K - $337K
|
9.23K
$376K
|