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 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 90.47% |
$425K - $476K
|
1.37K
$55.9K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13.2K- 33.11% |
$431K - $483K
|
26.7K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-13.3K- 5.3% |
$434K - $486K
|
238K
$9.69M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-13.7KClosed |
$445K - $499K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-13.8K- 6.74% |
$449K - $504K
|
191K
$7.76M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 18.87% |
$482K - $540K
|
63.6K
$2.59M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-15.9K- 3.08% |
$519K - $581K
|
501K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16K- 2.56% |
$520K - $583K
|
608K
$24.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.7K- 4.7% |
$576K - $646K
|
358K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.4K- 7.53% |
$631K - $708K
|
238K
$9.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20.7K- 21.8% |
$676K - $758K
|
74.4K
$3.03M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21.2K- 1.26% |
$692K - $776K
|
1.67M
$67.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-21.4K- 57.9% |
$698K - $782K
|
15.6K
$634K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 15.19% |
$703K - $788K
|
120K
$4.9M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-26.1K- 30.83% |
$852K - $955K
|
58.6K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27.5K- 39.52% |
$895K - $1M
|
42K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-27.8K- 29.37% |
$907K - $1.02M
|
66.9K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-28.1K- 20.35% |
$915K - $1.03M
|
110K
$4.47M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.7K- 64.58% |
$1.07M - $1.2M
|
18K
$731K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-35K- 35.58% |
$1.14M - $1.28M
|
63.4K
$2.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-38.4K- 7.08% |
$1.25M - $1.4M
|
503K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.6K- 50.63% |
$1.26M - $1.41M
|
37.7K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-43.8K- 1.78% |
$1.43M - $1.6M
|
2.41M
$98.2M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-70K- 22.62% |
$2.28M - $2.56M
|
240K
$9.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-74.3K- 86.33% |
$2.42M - $2.71M
|
11.8K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76.1K- 77.45% |
$2.48M - $2.78M
|
22.2K
$902K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-83.4K- 47.28% |
$2.72M - $3.05M
|
93K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-160K- 9.07% |
$5.2M - $5.83M
|
1.6M
$65.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-161K- 30.97% |
$5.25M - $5.89M
|
359K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-231K- 18.41% |
$7.54M - $8.45M
|
1.02M
$41.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-565K- 76.9% |
$18.4M - $20.6M
|
170K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-686K- 14.11% |
$22.4M - $25.1M
|
4.18M
$170M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.04M- 62.35% |
$33.9M - $38M
|
628K
$25.6M
|