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 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
9.14K+ 3.34% |
$298K - $334K
|
283K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.03K+ 12.66% |
$294K - $330K
|
80.3K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8.43KNew |
$275K - $308K
|
8.43K
$343K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
8.41KNew |
$274K - $307K
|
8.41K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.35K+ 2.14% |
$272K - $305K
|
398K
$16.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.24KNew |
$269K - $301K
|
8.24K
$335K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.71K+ 30.47% |
$251K - $282K
|
33K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.7KNew |
$251K - $281K
|
7.7K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.67K+ 23.32% |
$250K - $280K
|
40.5K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.64KNew |
$249K - $279K
|
7.64K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.33KNew |
$239K - $268K
|
7.33K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.33K+ 1.05% |
$239K - $268K
|
707K
$28.8M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.75KNew |
$220K - $247K
|
6.75K
$275K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.59KNew |
$215K - $241K
|
6.59K
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
6.57K+ 4.89% |
$214K - $240K
|
141K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.39K+ 1.63% |
$208K - $234K
|
399K
$16.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.33K+ 6.01% |
$206K - $231K
|
112K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.29K+ 26.88% |
$205K - $230K
|
29.7K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6.12K+ 53.5% |
$200K - $224K
|
17.6K
$715K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.07K+ 4.13% |
$198K - $222K
|
153K
$6.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.04K+ 5.29% |
$197K - $221K
|
120K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.96KNew |
$194K - $218K
|
5.96K
$243K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.94KNew |
$194K - $217K
|
5.94K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
5.84K+ 14.06% |
$190K - $213K
|
47.4K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5.77KNew |
$188K - $211K
|
5.77K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.76K+ 8.98% |
$188K - $211K
|
69.9K
$2.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$181K - $203K
|
5.57K
$227K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.49K+ 2.55% |
$179K - $201K
|
221K
$9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.35K+ 1.69% |
$174K - $195K
|
321K
$13.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
5.24K+ 3.75% |
$171K - $191K
|
145K
$5.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
5.11K+ 5.36% |
$167K - $187K
|
100K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.89K+ 10.34% |
$159K - $179K
|
52.2K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.84K+ 29.98% |
$158K - $177K
|
21K
$854K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.81K+ 8.41% |
$157K - $176K
|
62K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.67K+ 7.17% |
$152K - $171K
|
69.8K
$2.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.53K+ 3.29% |
$148K - $166K
|
142K
$5.79M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.29K+ 20.02% |
$140K - $157K
|
25.7K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.25K+ 52.93% |
$139K - $155K
|
12.3K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.71K+ 1.71% |
$121K - $136K
|
221K
$9M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.7K+ 45.37% |
$120K - $135K
|
11.8K
$482K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.51K+ 1.79% |
$114K - $128K
|
200K
$8.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.51K+ 5.95% |
$114K - $128K
|
62.4K
$2.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
3.44K+ 41.64% |
$112K - $126K
|
11.7K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
3.31K+ 4.66% |
$108K - $121K
|
74.3K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.23K+ 6.28% |
$105K - $118K
|
54.7K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.19K+ 0.32% |
$104K - $117K
|
1.01M
$41.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.14K+ 617.29% |
$102K - $115K
|
3.65K
$149K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.1K+ 21.34% |
$101K - $113K
|
17.6K
$717K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.04K+ 0.75% |
$99.1K - $111K
|
411K
$16.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.88K+ 12.72% |
$94K - $105K
|
25.6K
$1.04M
|