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
|
Advisory Services Network, LLC
|
SELL
|
- |
-457- 3.76% |
$13.6K - $14.7K
|
11.7K
$477K
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-504- 2.1% |
$15K - $16.2K
|
23.5K
$958K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-518- 1.73% |
$15.4K - $16.6K
|
29.5K
$1.2M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-536- 0.48% |
$16K - $17.2K
|
111K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-562- 2.99% |
$16.7K - $18.1K
|
18.2K
$742K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-641- 1.36% |
$19.1K - $20.6K
|
46.6K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-724- 0.14% |
$21.6K - $23.3K
|
523K
$21.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-737- 4.0% |
$22K - $23.7K
|
17.7K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-747- 9.48% |
$22.3K - $24K
|
7.13K
$290K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-883- 9.54% |
$26.3K - $28.4K
|
8.37K
$341K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-926- 0.73% |
$27.6K - $29.8K
|
125K
$5.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-997- 3.36% |
$29.7K - $32K
|
28.7K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-998- 5.01% |
$29.7K - $32.1K
|
18.9K
$770K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-999- 2.23% |
$29.8K - $32.1K
|
43.7K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.09K- 0.93% |
$32.6K - $35.1K
|
116K
$4.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.1K- 0.26% |
$32.7K - $35.3K
|
417K
$17M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.15K- 3.39% |
$34.3K - $37K
|
32.8K
$1.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.17K- 6.91% |
$34.8K - $37.5K
|
15.7K
$640K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.23K- 0.32% |
$36.5K - $39.4K
|
380K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.47K- 2.53% |
$43.6K - $47.1K
|
56.4K
$2.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.54K- 1.01% |
$45.7K - $49.3K
|
150K
$6.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.66K- 21.01% |
$49.3K - $53.2K
|
6.22K
$253K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.75K- 10.29% |
$52K - $56.1K
|
15.2K
$620K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.75K- 9.3% |
$52.2K - $56.3K
|
17.1K
$696K
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.95K- 6.99% |
$58.1K - $62.7K
|
25.9K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 21.35% |
$58.2K - $62.8K
|
7.2K
$293K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.03K- 20.52% |
$60.5K - $65.3K
|
7.87K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.14K- 16.35% |
$63.9K - $68.9K
|
11K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 4.35% |
$66.6K - $71.9K
|
49.1K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.54K- 15.86% |
$75.8K - $81.7K
|
13.5K
$549K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.78K- 2.41% |
$82.9K - $89.4K
|
113K
$4.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
SELL
|
- |
-3.18K- 2.0% |
$94.6K - $102K
|
155K
$6.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.43K- 16.68% |
$102K - $110K
|
17.1K
$698K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.5K- 27.41% |
$104K - $112K
|
9.27K
$377K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.07K- 4.63% |
$121K - $131K
|
83.8K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-4.38K- 0.69% |
$130K - $141K
|
629K
$25.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-4.53K- 1.77% |
$135K - $146K
|
251K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.82K- 4.05% |
$144K - $155K
|
114K
$4.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.17K- 74.25% |
$154K - $166K
|
1.79K
$73K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.33K- 8.97% |
$159K - $171K
|
54.1K
$2.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.46K- 4.09% |
$163K - $175K
|
128K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.5K- 22.63% |
$164K - $177K
|
18.8K
$765K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.58K- 6.7% |
$166K - $179K
|
77.7K
$3.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-6.88K- 8.57% |
$205K - $221K
|
73.4K
$2.99M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.72K- 2.33% |
$230K - $248K
|
323K
$13.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.73K- 2.97% |
$230K - $248K
|
253K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.75K- 16.59% |
$231K - $249K
|
39K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-8.28K- 8.6% |
$247K - $266K
|
88K
$3.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-8.45K- 86.26% |
$252K - $272K
|
1.35K
$54.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.64K- 2.3% |
$258K - $278K
|
368K
$15M
|