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 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
20+ 0.2% |
$652 - $731
|
9.83K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.19% |
$587 - $658
|
9.42K
$383K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 0.22% |
$587 - $658
|
8.24K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
14+ 0.04% |
$456 - $512
|
39.2K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.05% |
$326 - $365
|
21.4K
$870K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
10+ 23.26% |
$326 - $365
|
53
$2.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.2% |
$97.8 - $110
|
1.49K
$60.7K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$65.2 - $73.1
|
19.6K
$796K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.01% |
$65.2 - $73.1
|
14.8K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$65.2 - $73.1
|
207K
$8.42M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.0% |
$32.6 - $36.5
|
26.5K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.05% |
$32.6 - $36.5
|
1.94K
$79K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$32.6 - $36.5
|
19.1K
$778K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$32.6 - $36.5
|
8.75K
$356K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$32.6 - $36.5
|
40.6K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.33% |
$32.6 - $36.5
|
76
$3.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.04% |
$163 - $183
|
12.4K
$507K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-53- 0.54% |
$1.73K - $1.94K
|
9.77K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-62- 0.74% |
$2.02K - $2.27K
|
8.33K
$339K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67- 0.26% |
$2.18K - $2.45K
|
25.7K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67- 0.26% |
$2.18K - $2.45K
|
25.7K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-84- 0.12% |
$2.74K - $3.07K
|
69K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-85- 0.05% |
$2.77K - $3.11K
|
184K
$7.47M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-90- 1.41% |
$2.93K - $3.29K
|
6.28K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-148- 1.31% |
$4.82K - $5.41K
|
11.2K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-160- 0.83% |
$5.21K - $5.85K
|
19K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-172- 0.52% |
$5.61K - $6.28K
|
32.7K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185- 1.03% |
$6.03K - $6.76K
|
17.8K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-200- 2.35% |
$6.52K - $7.31K
|
8.3K
$338K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-223- 2.55% |
$7.27K - $8.15K
|
8.53K
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-251- 0.74% |
$8.18K - $9.17K
|
33.5K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-253- 13.71% |
$8.25K - $9.24K
|
1.59K
$64.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-301- 0.68% |
$9.81K - $11K
|
43.8K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-309- 1.91% |
$10.1K - $11.3K
|
15.8K
$645K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-322- 24.52% |
$10.5K - $11.8K
|
991
$40.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-340- 5.67% |
$11.1K - $12.4K
|
5.66K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-418- 1.36% |
$13.6K - $15.3K
|
30.4K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-441- 1.47% |
$14.4K - $16.1K
|
29.6K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-450- 1.22% |
$14.7K - $16.4K
|
36.3K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-473- 3.93% |
$15.4K - $17.3K
|
11.6K
$471K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-506- 3.55% |
$16.5K - $18.5K
|
13.8K
$560K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-548- 0.47% |
$17.9K - $20K
|
116K
$4.73M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-549- 1.94% |
$17.9K - $20.1K
|
27.7K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-615- 27.58% |
$20K - $22.5K
|
1.62K
$65.7K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-619- 7.66% |
$20.2K - $22.6K
|
7.46K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-727- 0.05% |
$23.7K - $26.6K
|
1.57M
$63.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-736- 1.59% |
$24K - $26.9K
|
45.6K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-815- 0.75% |
$26.6K - $29.8K
|
108K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-845- 1.51% |
$27.5K - $30.9K
|
55.1K
$2.24M
|