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 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-217- 2.14% |
$6.13K - $6.72K
|
9.94K
$401K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-227- 0.17% |
$6.41K - $7.03K
|
135K
$5.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-278- 2.68% |
$7.85K - $8.62K
|
10.1K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-283- 0.75% |
$7.99K - $8.77K
|
37.6K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-345- 4.49% |
$9.75K - $10.7K
|
7.34K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-377- 24.15% |
$10.7K - $11.7K
|
1.18K
$47.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-384- 1.76% |
$10.8K - $11.9K
|
21.4K
$864K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-490- 2.23% |
$13.8K - $15.2K
|
21.5K
$866K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-580- 0.46% |
$16.4K - $18K
|
126K
$5.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-606- 4.92% |
$17.1K - $18.8K
|
11.7K
$473K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-623- 3.58% |
$17.6K - $19.3K
|
16.8K
$678K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-631- 2.06% |
$17.8K - $19.6K
|
30K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-646- 1.87% |
$18.2K - $20K
|
34K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-667- 5.82% |
$18.8K - $20.7K
|
10.8K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-700- 1.34% |
$19.8K - $21.7K
|
51.4K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-714- 3.73% |
$20.2K - $22.1K
|
18.4K
$744K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-840- 0.16% |
$23.7K - $26K
|
524K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-859- 1.75% |
$24.3K - $26.6K
|
48.3K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-871- 4.02% |
$24.6K - $27K
|
20.8K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-996- 1.91% |
$28.1K - $30.9K
|
51.3K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 1.27% |
$28.4K - $31.2K
|
78K
$3.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 0.31% |
$33.4K - $36.7K
|
376K
$15.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.2K- 6.0% |
$33.9K - $37.2K
|
18.8K
$759K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.48K- 0.88% |
$41.9K - $46K
|
167K
$6.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.52K- 5.16% |
$42.9K - $47.1K
|
27.9K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.54K- 2.2% |
$43.5K - $47.8K
|
68.6K
$2.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.66K- 0.48% |
$46.9K - $51.5K
|
345K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.92K- 1.02% |
$54.4K - $59.6K
|
186K
$7.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.98K- 69.51% |
$56K - $61.4K
|
869
$35.1K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.1K- 11.01% |
$59.3K - $65.1K
|
17K
$685K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-2.31K- 0.6% |
$65.3K - $71.6K
|
381K
$15.4M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.39K- 0.93% |
$67.5K - $74K
|
253K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-2.45K- 8.14% |
$69.3K - $76K
|
27.7K
$1.12M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2.47K- 0.48% |
$69.7K - $76.4K
|
511K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 6.16% |
$77K - $84.4K
|
41.5K
$1.68M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.98KClosed |
$84K - $92.2K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.06K- 16.04% |
$86.6K - $95K
|
16K
$647K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 14.04% |
$94.9K - $104K
|
20.6K
$831K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.83K- 3.19% |
$108K - $119K
|
116K
$4.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.21K- 29.99% |
$147K - $162K
|
12.2K
$491K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-5.55K- 37.78% |
$157K - $172K
|
9.13K
$369K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-5.65K- 4.58% |
$160K - $175K
|
118K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.46K- 1.28% |
$183K - $200K
|
499K
$20.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6.78K- 15.49% |
$192K - $210K
|
37K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.93K- 18.94% |
$196K - $215K
|
29.7K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-7K- 32.53% |
$198K - $217K
|
14.5K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7K- 12.47% |
$198K - $217K
|
49.1K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.03K- 43.6% |
$199K - $218K
|
9.09K
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-7.7K- 8.75% |
$217K - $239K
|
80.3K
$3.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.19K- 4.18% |
$231K - $254K
|
188K
$7.58M
|