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 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.84K+ 1.9% |
$52K - $57.1K
|
98.7K
$3.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1.66KNew |
$46.9K - $51.4K
|
1.66K
$67K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$44.4K - $48.7K
|
1.57K
$63.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.52K+ 101.54% |
$42.9K - $47K
|
3.01K
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.46K+ 4.52% |
$41.1K - $45.1K
|
33.6K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.44K+ 8.79% |
$40.7K - $44.7K
|
17.8K
$720K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.43K+ 5.28% |
$40.5K - $44.4K
|
28.6K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.37K+ 9.87% |
$38.7K - $42.4K
|
15.2K
$616K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.29K+ 9.0% |
$36.4K - $39.9K
|
15.6K
$629K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.21K+ 4.25% |
$34K - $37.3K
|
29.6K
$1.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.2KNew |
$33.8K - $37K
|
1.2K
$48.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.19K+ 1.28% |
$33.5K - $36.8K
|
93.9K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
990+ 1.91% |
$28K - $30.7K
|
52.8K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
950+ 12.68% |
$26.8K - $29.4K
|
8.44K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
940+ 9.63% |
$26.6K - $29.1K
|
10.7K
$432K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
720New |
$20.3K - $22.3K
|
720
$29.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
555+ 1.83% |
$15.7K - $17.2K
|
30.9K
$1.25M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
542+ 2.96% |
$15.3K - $16.8K
|
18.8K
$761K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
500+ 7.86% |
$14.1K - $15.5K
|
6.86K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
441+ 3.32% |
$12.5K - $13.7K
|
13.7K
$554K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
298+ 2.52% |
$8.42K - $9.24K
|
12.1K
$489K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
296+ 1.03% |
$8.36K - $9.17K
|
28.9K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
227+ 95.38% |
$6.41K - $7.03K
|
465
$18.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
210+ 0.47% |
$5.93K - $6.51K
|
44.7K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
202+ 1.03% |
$5.71K - $6.26K
|
19.9K
$804K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
192+ 6.33% |
$5.42K - $5.95K
|
3.23K
$130K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
159+ 1.39% |
$4.49K - $4.93K
|
11.6K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
128+ 0.09% |
$3.62K - $3.97K
|
146K
$5.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
65+ 0.2% |
$1.84K - $2.01K
|
33.2K
$1.34M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
60+ 0.16% |
$1.7K - $1.86K
|
36.9K
$1.49M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
49+ 0.04% |
$1.38K - $1.52K
|
134K
$5.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
36+ 0.46% |
$1.02K - $1.12K
|
7.88K
$318K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
34+ 0.08% |
$961 - $1.05K
|
43K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
33+ 0.34% |
$932 - $1.02K
|
9.73K
$393K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
14+ 0.17% |
$396 - $434
|
8.41K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 2.78% |
$339 - $372
|
443
$17.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 0.36% |
$311 - $341
|
3.09K
$125K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
10+ 0.33% |
$283 - $310
|
3.07K
$124K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.02% |
$141 - $155
|
23.2K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.02% |
$141 - $155
|
32.9K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3+ 0.02% |
$84.8 - $93
|
19.5K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.0% |
$28.3 - $31
|
23.7K
$959K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-18- 0.2% |
$509 - $558
|
9.15K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-23- 0.08% |
$650 - $713
|
30.6K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-45- 2.96% |
$1.27K - $1.39K
|
1.48K
$59.6K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-115- 2.56% |
$3.25K - $3.56K
|
4.39K
$177K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-115- 2.56% |
$3.25K - $3.56K
|
4.39K
$177K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-155- 1.27% |
$4.38K - $4.8K
|
12.1K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-207- 1.21% |
$5.85K - $6.41K
|
16.9K
$682K
|