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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.34KNew |
$207K - $227K
|
7.34K
$296K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.18KNew |
$203K - $222K
|
7.18K
$290K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.18K+ 11.49% |
$203K - $222K
|
69.6K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.95K+ 2.29% |
$196K - $215K
|
310K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.95K+ 22.06% |
$196K - $215K
|
38.5K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.82KNew |
$193K - $211K
|
6.82K
$275K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$192K - $211K
|
6.81K
$275K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
6.76K+ 15.54% |
$191K - $209K
|
50.2K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.75KNew |
$191K - $209K
|
6.75K
$272K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.74KNew |
$191K - $209K
|
6.74K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.63K+ 38.07% |
$187K - $205K
|
24K
$971K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.58K+ 58.09% |
$186K - $204K
|
17.9K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.57KNew |
$186K - $204K
|
6.57K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.45K+ 1.87% |
$182K - $200K
|
352K
$14.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
6.42K+ 19.47% |
$181K - $199K
|
39.4K
$1.59M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.4K+ 29.64% |
$181K - $198K
|
28K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.26K+ 22.78% |
$177K - $194K
|
33.7K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5.99K+ 15.2% |
$169K - $186K
|
45.4K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.88K+ 6.21% |
$166K - $182K
|
101K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.88K+ 0.91% |
$166K - $182K
|
655K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.76K+ 1216.7% |
$163K - $178K
|
6.23K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.53KNew |
$156K - $171K
|
5.53K
$223K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.51K+ 1.85% |
$156K - $171K
|
304K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.46K+ 14.81% |
$154K - $169K
|
42.3K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.27K+ 6.75% |
$149K - $163K
|
83.3K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 3.8% |
$139K - $152K
|
134K
$5.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.6K+ 55.93% |
$130K - $142K
|
12.8K
$518K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.25K+ 3.22% |
$120K - $132K
|
136K
$5.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.2K+ 4.48% |
$119K - $130K
|
97.8K
$3.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.16K+ 0.98% |
$117K - $129K
|
428K
$17.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
4.12K+ 53.82% |
$117K - $128K
|
11.8K
$476K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 7.16% |
$115K - $126K
|
60.9K
$2.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.91K+ 8.88% |
$110K - $121K
|
47.9K
$1.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.66K+ 1.45% |
$104K - $114K
|
256K
$10.3M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.58K+ 1.19% |
$101K - $111K
|
304K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.32K+ 113.24% |
$93.8K - $103K
|
6.25K
$252K
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.12K+ 31.78% |
$88K - $96.6K
|
12.9K
$522K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.1K+ 2.94% |
$87.6K - $96.1K
|
109K
$4.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3K+ 10.73% |
$84.6K - $92.8K
|
30.9K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.84K+ 12.75% |
$80.1K - $87.9K
|
25.1K
$1.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.82K+ 0.94% |
$79.6K - $87.3K
|
303K
$12.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.23K+ 0.79% |
$63K - $69.1K
|
284K
$11.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.21KNew |
$62.4K - $68.4K
|
2.21K
$89.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.16K+ 16.72% |
$61K - $66.9K
|
15.1K
$609K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 2.69% |
$57.8K - $63.4K
|
78.1K
$3.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.01K+ 3.48% |
$56.7K - $62.2K
|
59.7K
$2.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.92K+ 1.68% |
$54.1K - $59.3K
|
116K
$4.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.91K+ 8.22% |
$54K - $59.2K
|
25.2K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.9K+ 17.63% |
$53.6K - $58.8K
|
12.7K
$511K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.87K+ 16.62% |
$52.8K - $57.9K
|
13.1K
$529K
|