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 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.87K- 2.52% |
$264K - $285K
|
343K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.52K- 22.49% |
$284K - $306K
|
32.8K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-10.8K- 2.11% |
$320K - $346K
|
500K
$20.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12K- 1.15% |
$358K - $386K
|
1.03M
$41.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.1K- 4.04% |
$391K - $421K
|
312K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.3K- 8.18% |
$455K - $490K
|
171K
$6.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.8K- 1.6% |
$472K - $509K
|
972K
$39.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.4K- 6.47% |
$519K - $560K
|
252K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.3K- 23.49% |
$546K - $589K
|
59.7K
$2.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-19.1K- 3.81% |
$568K - $613K
|
482K
$19.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19.9K- 14.02% |
$592K - $639K
|
122K
$4.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-23.7K- 21.09% |
$707K - $762K
|
88.8K
$3.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.1K- 14.95% |
$777K - $838K
|
148K
$6.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-26.4K- 7.14% |
$787K - $849K
|
344K
$14M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-29.4K- 68.32% |
$876K - $945K
|
13.6K
$555K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-30.5K- 20.48% |
$910K - $981K
|
119K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.3K- 4.93% |
$961K - $1.04M
|
622K
$25.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-39.5K- 21.21% |
$1.18M - $1.27M
|
147K
$5.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-44.3K- 6.87% |
$1.32M - $1.42M
|
601K
$24.5M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-57.7KClosed |
$1.72M - $1.85M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.1K- 21.27% |
$1.91M - $2.06M
|
237K
$9.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.5K- 13.51% |
$2.01M - $2.17M
|
432K
$17.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-108K- 34.51% |
$3.2M - $3.46M
|
204K
$8.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.15M- 98.29% |
$34.1M - $36.8M
|
20K
$813K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.53M- 98.28% |
$135M - $146M
|
79.2K
$3.22M
|