Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.55M+ 7209.6% |
$128M - $141M
|
4.61M
$186M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.59MNew |
$73.1M - $80.2M
|
2.59M
$105M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.17MNew |
$32.9M - $36.1M
|
1.17M
$47.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.08M+ 220.99% |
$30.6M - $33.6M
|
1.57M
$63.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
477K+ 1059.39% |
$13.5M - $14.8M
|
522K
$21.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
283K+ 54.34% |
$8M - $8.78M
|
805K
$32.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
248K+ 8.92% |
$7M - $7.68M
|
3.03M
$122M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
204K+ 291.78% |
$5.75M - $6.31M
|
273K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
185K+ 43.57% |
$5.21M - $5.72M
|
608K
$24.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
178K+ 55.22% |
$5.02M - $5.51M
|
500K
$20.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
168K+ 20.17% |
$4.75M - $5.22M
|
1M
$40.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
162K+ 21.33% |
$4.59M - $5.04M
|
924K
$37.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
145K+ 17.26% |
$4.11M - $4.51M
|
988K
$39.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
144K+ 11.68% |
$4.07M - $4.47M
|
1.38M
$55.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
141K+ 7.78% |
$3.99M - $4.37M
|
1.95M
$78.9M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
141K+ 7.78% |
$3.99M - $4.37M
|
1.95M
$78.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
138K+ 27.82% |
$3.9M - $4.27M
|
633K
$25.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
123K+ 14.23% |
$3.48M - $3.82M
|
990K
$40M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 124.42% |
$3.44M - $3.78M
|
220K
$8.87M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
119K+ 22.58% |
$3.36M - $3.68M
|
645K
$26.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
119K+ 10.16% |
$3.35M - $3.67M
|
1.29M
$51.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
112KNew |
$3.18M - $3.48M
|
112K
$4.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
112K+ 4.77% |
$3.15M - $3.46M
|
2.45M
$98.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
105KNew |
$2.98M - $3.27M
|
105K
$4.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
98.2K+ 22.45% |
$2.77M - $3.04M
|
536K
$21.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
94.8K+ 27.53% |
$2.68M - $2.94M
|
439K
$17.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
88.5K+ 70.93% |
$2.5M - $2.74M
|
213K
$8.62M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
82.3K+ 548.36% |
$2.32M - $2.55M
|
97.3K
$3.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
80.8K+ 54.34% |
$2.28M - $2.5M
|
230K
$9.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
80.4K+ 74.53% |
$2.27M - $2.49M
|
188K
$7.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
79.7K+ 69.33% |
$2.25M - $2.47M
|
195K
$7.86M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
78.3K+ 19.63% |
$2.21M - $2.43M
|
477K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
73.3K+ 13.62% |
$2.07M - $2.27M
|
612K
$24.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.3K+ 8.91% |
$2.04M - $2.24M
|
884K
$35.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
69.2K+ 6.38% |
$1.95M - $2.14M
|
1.15M
$46.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
68.3K+ 37.37% |
$1.93M - $2.12M
|
251K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
67.4K+ 2.18% |
$1.9M - $2.09M
|
3.16M
$128M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
67.4K+ 60.25% |
$1.9M - $2.09M
|
179K
$7.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
62.1K+ 55.3% |
$1.75M - $1.92M
|
174K
$7.04M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
59.4KNew |
$1.68M - $1.84M
|
59.4K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
59.1K+ 5.59% |
$1.67M - $1.83M
|
1.12M
$45.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
58.8KNew |
$1.66M - $1.82M
|
58.8K
$2.37M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
57.7KNew |
$1.63M - $1.79M
|
57.7K
$2.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56.4K+ 9.38% |
$1.59M - $1.75M
|
658K
$26.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
54.6K+ 19.81% |
$1.54M - $1.69M
|
330K
$13.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
54.5K+ 3.01% |
$1.54M - $1.69M
|
1.87M
$75.5M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
54.3K+ 8.21% |
$1.53M - $1.68M
|
716K
$28.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
52.8K+ 16.13% |
$1.49M - $1.64M
|
380K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
51.1K+ 653.74% |
$1.44M - $1.58M
|
58.9K
$2.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
48.7K+ 3.9% |
$1.38M - $1.51M
|
1.3M
$52.4M
|