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 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
482+ 6.57% |
$14.4K - $15.5K
|
7.82K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
475+ 1.72% |
$14.2K - $15.3K
|
28.1K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
402+ 0.34% |
$12K - $12.9K
|
118K
$4.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
334+ 0.34% |
$9.95K - $10.7K
|
97.6K
$3.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
310+ 3.72% |
$9.23K - $9.96K
|
8.65K
$352K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
260+ 0.11% |
$7.75K - $8.35K
|
235K
$9.55M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
260New |
$7.75K - $8.35K
|
260
$10.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
240+ 0.84% |
$7.15K - $7.71K
|
28.8K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
170+ 5.27% |
$5.06K - $5.46K
|
3.4K
$138K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
160New |
$4.77K - $5.14K
|
160
$6.51K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
95+ 0.38% |
$2.83K - $3.05K
|
25.3K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
84+ 0.4% |
$2.5K - $2.7K
|
20.9K
$851K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
66+ 0.04% |
$1.97K - $2.12K
|
149K
$6.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
65+ 0.2% |
$1.94K - $2.09K
|
33.2K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
60+ 0.16% |
$1.79K - $1.93K
|
36.9K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
34+ 0.35% |
$1.01K - $1.09K
|
9.77K
$398K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
33+ 0.69% |
$983 - $1.06K
|
4.82K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 0.34% |
$834 - $900
|
8.19K
$333K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20+ 0.17% |
$596 - $643
|
12.1K
$493K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
19New |
$566 - $610
|
19
$773
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 0.36% |
$328 - $353
|
3.1K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7+ 0.13% |
$209 - $225
|
5.54K
$225K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.03% |
$179 - $193
|
23.2K
$946K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.34% |
$149 - $161
|
1.48K
$60.3K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$149 - $161
|
41.5K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5+ 0.07% |
$149 - $161
|
7.18K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.01% |
$119 - $129
|
32.9K
$1.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$119 - $129
|
42.3K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3+ 0.02% |
$89.4 - $96.4
|
19.5K
$796K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.03% |
$59.6 - $64.3
|
6.45K
$263K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.01% |
$29.8 - $32.1
|
14.1K
$572K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6- 0.4% |
$179 - $193
|
1.48K
$60.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-31- 0.37% |
$923 - $996
|
8.38K
$341K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-34- 64.15% |
$1.01K - $1.09K
|
19
$773
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-37- 0.44% |
$1.1K - $1.19K
|
8.4K
$342K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-82- 0.27% |
$2.44K - $2.63K
|
30.5K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-94- 0.78% |
$2.8K - $3.02K
|
12K
$490K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-119- 0.33% |
$3.55K - $3.82K
|
36.4K
$1.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-129- 0.38% |
$3.84K - $4.14K
|
33.5K
$1.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-142- 0.46% |
$4.23K - $4.56K
|
30.8K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-195- 0.91% |
$5.81K - $6.27K
|
21.3K
$865K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-196- 1.94% |
$5.84K - $6.3K
|
9.89K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-285- 0.13% |
$8.49K - $9.16K
|
227K
$9.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-329- 0.06% |
$9.8K - $10.6K
|
522K
$21.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-369- 31.17% |
$11K - $11.9K
|
815
$33.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-390- 2.32% |
$11.6K - $12.5K
|
16.4K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-400- 0.37% |
$11.9K - $12.9K
|
108K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-419- 2.27% |
$12.5K - $13.5K
|
18K
$733K
|