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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-845- 11.52% |
$27.5K - $30.9K
|
6.49K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-939- 3.09% |
$30.6K - $34.3K
|
29.4K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-946- 0.73% |
$30.8K - $34.6K
|
128K
$5.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.15K- 1.16% |
$37.5K - $42.1K
|
98.1K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.19K- 14.28% |
$38.9K - $43.6K
|
7.16K
$292K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.24K- 0.91% |
$40.3K - $45.2K
|
135K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.42K- 45.82% |
$46.2K - $51.9K
|
1.68K
$68.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.51K- 11.37% |
$49.3K - $55.3K
|
11.8K
$480K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.54K- 2.98% |
$50.2K - $56.3K
|
50.2K
$2.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 7.6% |
$52K - $58.4K
|
19.4K
$790K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-1.65K- 10.06% |
$53.6K - $60.1K
|
14.7K
$599K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-1.66K- 1.21% |
$54.1K - $60.7K
|
136K
$5.53M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.67K- 10.67% |
$54.3K - $60.9K
|
14K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.75K- 0.75% |
$57K - $63.9K
|
232K
$9.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.92K- 1.7% |
$62.5K - $70.1K
|
111K
$4.52M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.98K- 2.84% |
$64.5K - $72.3K
|
67.7K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2K- 1.81% |
$65.2K - $73.1K
|
108K
$4.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 1.98% |
$72.3K - $81K
|
110K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.25K- 0.96% |
$73.2K - $82K
|
232K
$9.45M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.41K- 53.01% |
$78.7K - $88.2K
|
2.14K
$87.1K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.46K- 13.85% |
$80.1K - $89.8K
|
15.3K
$622K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.51K- 3.08% |
$81.9K - $91.9K
|
79K
$3.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.66K- 7.77% |
$86.7K - $97.2K
|
31.5K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-2.85K- 29.36% |
$92.8K - $104K
|
6.85K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-2.98K- 2.57% |
$97.1K - $109K
|
113K
$4.6M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.27K- 13.46% |
$107K - $119K
|
21K
$856K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3.6K- 23.32% |
$117K - $132K
|
11.8K
$482K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.7K- 33.02% |
$121K - $135K
|
7.51K
$306K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.89K- 2.07% |
$127K - $142K
|
184K
$7.5M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.1K- 31.44% |
$134K - $150K
|
8.93K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-4.51K- 6.23% |
$147K - $165K
|
67.8K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4.53K- 8.94% |
$148K - $165K
|
46.1K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.96K- 1.47% |
$162K - $181K
|
333K
$13.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.23K- 2.93% |
$170K - $191K
|
173K
$7.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.41K- 15.51% |
$176K - $198K
|
29.5K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.65K- 4.26% |
$184K - $206K
|
127K
$5.16M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.95K- 26.0% |
$194K - $217K
|
16.9K
$689K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-6.54K- 5.34% |
$213K - $239K
|
116K
$4.72M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.94K- 1.29% |
$226K - $253K
|
531K
$21.6M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-7.2K- 26.54% |
$235K - $263K
|
19.9K
$812K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-7.43K- 10.32% |
$242K - $272K
|
64.6K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-8.42K- 2.51% |
$275K - $308K
|
327K
$13.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-8.72K- 1.62% |
$284K - $319K
|
530K
$21.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-9.12K- 9.33% |
$297K - $333K
|
88.6K
$3.61M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-9.18K- 10.74% |
$299K - $335K
|
76.3K
$3.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.84K- 13.2% |
$321K - $359K
|
64.7K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-11.1K- 3.64% |
$363K - $407K
|
295K
$12M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.5K- 2.14% |
$376K - $421K
|
527K
$21.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-11.9K- 13.52% |
$387K - $434K
|
76.1K
$3.1M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-12.4K- 6.74% |
$405K - $455K
|
172K
$7.01M
|