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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.75K+ 3.43% |
$89.5K - $100K
|
82.7K
$3.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.57K+ 21.72% |
$83.9K - $94K
|
14.4K
$587K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.45K+ 2.88% |
$79.8K - $89.4K
|
87.4K
$3.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.42K+ 1.02% |
$78.9K - $88.4K
|
240K
$9.77M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.4K+ 6.34% |
$78.2K - $87.6K
|
40.2K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.4K+ 23.12% |
$78.1K - $87.6K
|
12.8K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.31K+ 785.03% |
$75.2K - $84.3K
|
2.6K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.28K+ 3.63% |
$74.4K - $83.5K
|
65.2K
$2.65M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.95K+ 3.88% |
$63.7K - $71.4K
|
52.3K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.94K+ 4.3% |
$63.1K - $70.7K
|
46.9K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.9K+ 2.56% |
$61.9K - $69.4K
|
76.1K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.58K+ 0.76% |
$51.6K - $57.8K
|
210K
$8.54M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.49K+ 0.13% |
$48.6K - $54.4K
|
1.18M
$48M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.49K+ 11.02% |
$48.4K - $54.3K
|
15K
$609K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.39K+ 6.26% |
$45.1K - $50.6K
|
23.5K
$957K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.31K+ 8.46% |
$42.8K - $48K
|
16.8K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.31K+ 13.96% |
$42.8K - $47.9K
|
10.7K
$436K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.23K+ 16.34% |
$40.2K - $45K
|
8.77K
$357K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.06K+ 0.52% |
$34.4K - $38.5K
|
203K
$8.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.04K+ 2.77% |
$33.7K - $37.8K
|
38.4K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$32.6K - $36.5K
|
1K
$40.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
809+ 3.6% |
$26.4K - $29.6K
|
23.3K
$948K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
730+ 8.65% |
$23.8K - $26.7K
|
9.17K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
668+ 3.77% |
$21.8K - $24.4K
|
18.4K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
658+ 1.41% |
$21.4K - $24K
|
47.5K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520+ 6.86% |
$16.9K - $19K
|
8.1K
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
505+ 2.76% |
$16.5K - $18.5K
|
18.8K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
505+ 1.74% |
$16.5K - $18.5K
|
29.5K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
481+ 3.32% |
$15.7K - $17.6K
|
15K
$609K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
414New |
$13.5K - $15.1K
|
414
$16.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
391+ 4.87% |
$12.7K - $14.3K
|
8.42K
$343K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
329+ 74.94% |
$10.7K - $12K
|
768
$31.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
292+ 1.8% |
$9.52K - $10.7K
|
16.5K
$674K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280New |
$9.13K - $10.2K
|
280
$11.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
250+ 0.05% |
$8.15K - $9.14K
|
504K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
220+ 40.0% |
$7.17K - $8.04K
|
770
$31.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$6.52K - $7.31K
|
200
$8.14K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
136+ 0.11% |
$4.43K - $4.97K
|
126K
$5.14M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120+ 1.64% |
$3.91K - $4.38K
|
7.46K
$304K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.08% |
$3.26K - $3.65K
|
9.37K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 7.37% |
$3.26K - $3.65K
|
1.46K
$59.3K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
92New |
$3K - $3.36K
|
92
$3.75K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
91+ 0.17% |
$2.97K - $3.33K
|
53.9K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
90+ 1.12% |
$2.93K - $3.29K
|
8.15K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
73+ 0.03% |
$2.38K - $2.67K
|
219K
$8.93M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69+ 0.72% |
$2.25K - $2.52K
|
9.72K
$396K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 611.11% |
$1.79K - $2.01K
|
64
$2.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
51+ 0.2% |
$1.66K - $1.86K
|
24.9K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
40+ 0.12% |
$1.3K - $1.46K
|
33.3K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
39+ 0.03% |
$1.27K - $1.43K
|
122K
$4.95M
|