Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.25M+ 4999.34% |
$156M - $169M
|
5.36M
$216M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.8M+ 6063.65% |
$143M - $154M
|
4.88M
$197M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
1.46MNew |
$43.4M - $46.9M
|
1.46M
$58.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17M+ 863.97% |
$34.8M - $37.6M
|
1.3M
$52.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
503K+ 1023.58% |
$15M - $16.2M
|
552K
$22.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
479KNew |
$14.3M - $15.4M
|
479K
$19.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
462K+ 23.62% |
$13.8M - $14.8M
|
2.42M
$97.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
429KNew |
$12.8M - $13.8M
|
429K
$17.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
355KNew |
$10.6M - $11.4M
|
355K
$14.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
269K+ 343.64% |
$8M - $8.63M
|
347K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
267K+ 33.2% |
$7.96M - $8.58M
|
1.07M
$43.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
252K+ 139.08% |
$7.5M - $8.09M
|
433K
$17.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
217K+ 15.76% |
$6.47M - $6.98M
|
1.6M
$64.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
196K+ 89.21% |
$5.84M - $6.3M
|
416K
$16.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
177K+ 62.34% |
$5.27M - $5.68M
|
460K
$18.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
167K+ 10.6% |
$4.97M - $5.36M
|
1.74M
$70.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
143K+ 20.0% |
$4.26M - $4.6M
|
859K
$34.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
133K+ 27.97% |
$3.98M - $4.29M
|
611K
$24.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
133K+ 13.43% |
$3.96M - $4.27M
|
1.12M
$45.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 12.59% |
$3.32M - $3.58M
|
995K
$40.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
108K+ 27.05% |
$3.23M - $3.48M
|
509K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
106K+ 8.27% |
$3.17M - $3.41M
|
1.39M
$56.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
104K+ 303.69% |
$3.1M - $3.34M
|
138K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
102K+ 20.43% |
$3.04M - $3.27M
|
601K
$24.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
102K+ 43.19% |
$3.03M - $3.27M
|
337K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.9K+ 15.78% |
$2.86M - $3.08M
|
704K
$28.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
93.9K+ 17.53% |
$2.8M - $3.02M
|
630K
$25.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
93.7K+ 725.52% |
$2.79M - $3.01M
|
107K
$4.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
88.5K+ 8.83% |
$2.64M - $2.84M
|
1.09M
$44.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
84KNew |
$2.5M - $2.7M
|
84K
$3.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
77K+ 2.97% |
$2.29M - $2.47M
|
2.67M
$108M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
72.4K+ 21.92% |
$2.16M - $2.33M
|
403K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
71K+ 16.57% |
$2.11M - $2.28M
|
499K
$20.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
67.5K+ 2.76% |
$2.01M - $2.17M
|
2.52M
$102M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
67.3K+ 5.19% |
$2M - $2.16M
|
1.36M
$55.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
64.2K+ 5.77% |
$1.91M - $2.06M
|
1.18M
$47.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
59.7K+ 9.76% |
$1.78M - $1.92M
|
672K
$27.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
56.5K+ 11.17% |
$1.68M - $1.82M
|
563K
$22.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
55.6K+ 21.97% |
$1.66M - $1.79M
|
309K
$12.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
52.3K+ 56.54% |
$1.56M - $1.68M
|
145K
$5.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
52.3K+ 13.75% |
$1.56M - $1.68M
|
433K
$17.5M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
49.9K+ 5.39% |
$1.49M - $1.6M
|
974K
$39.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.8K+ 27.98% |
$1.42M - $1.54M
|
219K
$8.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
46.1K+ 1.52% |
$1.37M - $1.48M
|
3.07M
$124M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44.3K+ 1.4% |
$1.32M - $1.42M
|
3.2M
$129M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
42.6K+ 14.01% |
$1.27M - $1.37M
|
346K
$14M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
39.8K+ 18.94% |
$1.18M - $1.28M
|
250K
$10.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37.3K+ 209.05% |
$1.11M - $1.2M
|
55.1K
$2.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
33.8K+ 14.74% |
$1.01M - $1.09M
|
263K
$10.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
33K+ 16.96% |
$984K - $1.06M
|
228K
$9.2M
|