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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.99K+ 3.18% |
$178K - $192K
|
194K
$7.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
5.9K+ 2.35% |
$176K - $190K
|
257K
$10.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.82K+ 8.49% |
$173K - $187K
|
74.4K
$3.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5.61K+ 8.82% |
$167K - $180K
|
69.3K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.41K+ 34.73% |
$161K - $174K
|
21K
$855K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.23K+ 2.85% |
$156K - $168K
|
188K
$7.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
5.07K+ 1.02% |
$151K - $163K
|
500K
$20.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.93K+ 3.95% |
$147K - $159K
|
130K
$5.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.88K+ 2.6% |
$145K - $157K
|
193K
$7.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
4.88K+ 41.37% |
$145K - $157K
|
16.7K
$678K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.85K+ 12.88% |
$144K - $156K
|
42.4K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
4.8K+ 8.15% |
$143K - $154K
|
63.6K
$2.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.37K+ 14.12% |
$130K - $140K
|
35.3K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.31K+ 4.36% |
$128K - $138K
|
103K
$4.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.24K+ 36.4% |
$126K - $136K
|
15.9K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.75K+ 12.97% |
$112K - $120K
|
32.6K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.44K+ 27.19% |
$102K - $111K
|
16.1K
$655K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.43K+ 1.61% |
$102K - $110K
|
217K
$8.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.18K+ 21.87% |
$94.6K - $102K
|
17.7K
$720K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.92K+ 2.95% |
$87K - $93.8K
|
102K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.8K+ 11.78% |
$83.3K - $89.9K
|
26.5K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.75K+ 2.0% |
$81.8K - $88.2K
|
140K
$5.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.69K+ 2.55% |
$80K - $86.3K
|
108K
$4.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.68K+ 5.6% |
$79.9K - $86.2K
|
50.6K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17KNew |
$64.6K - $69.7K
|
2.17K
$88.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 1.38% |
$60.3K - $65K
|
149K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.95K+ 28.43% |
$58.1K - $62.7K
|
8.81K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.91K+ 4.86% |
$57K - $61.5K
|
41.3K
$1.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.7K+ 1.1% |
$50.8K - $54.7K
|
156K
$6.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.68K+ 1.79% |
$50K - $53.9K
|
95.6K
$3.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.66K+ 1.65% |
$49.4K - $53.2K
|
102K
$4.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.58K+ 4.11% |
$47K - $50.7K
|
40K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.39K+ 1.02% |
$41.3K - $44.6K
|
138K
$5.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.38K+ 11.68% |
$41K - $44.2K
|
13.2K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.32K+ 11.27% |
$39.3K - $42.4K
|
13K
$530K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.21K+ 7.96% |
$36.1K - $39K
|
16.5K
$670K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.08K+ 0.35% |
$32K - $34.5K
|
305K
$12.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.02K+ 0.88% |
$30.3K - $32.7K
|
117K
$4.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
993New |
$29.6K - $31.9K
|
993
$40.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
967+ 7.05% |
$28.8K - $31.1K
|
14.7K
$598K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
747New |
$22.3K - $24K
|
747
$30.4K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
720New |
$21.4K - $23.1K
|
720
$29.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
651+ 0.61% |
$19.4K - $20.9K
|
107K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
644+ 8.65% |
$19.2K - $20.7K
|
8.09K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
629+ 10.06% |
$18.7K - $20.2K
|
6.88K
$280K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
618+ 1.17% |
$18.4K - $19.9K
|
53.4K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
598+ 0.98% |
$17.8K - $19.2K
|
61.5K
$2.5M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
595+ 2.01% |
$17.7K - $19.1K
|
30.2K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
522+ 3.46% |
$15.6K - $16.8K
|
15.6K
$635K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
498+ 1.1% |
$14.8K - $16K
|
45.9K
$1.87M
|