Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q3 2024. 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 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.63MNew |
$58.3M - $64.7M
|
1.63M
$65.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24MNew |
$44.3M - $49.1M
|
1.24M
$49.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
707KNew |
$25.3M - $28.1M
|
707K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
688KNew |
$24.6M - $27.3M
|
688K
$27.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
494K+ 20.72% |
$17.7M - $19.6M
|
2.88M
$116M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
475K+ 23.1% |
$17M - $18.9M
|
2.53M
$102M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
441K+ 10.07% |
$15.8M - $17.5M
|
4.82M
$195M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
228K+ 56.72% |
$8.17M - $9.06M
|
631K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
196K+ 24.53% |
$7.03M - $7.8M
|
997K
$40.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
191K+ 59.62% |
$6.83M - $7.57M
|
511K
$20.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152K+ 251.31% |
$5.44M - $6.04M
|
213K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
148K+ 8.74% |
$5.29M - $5.86M
|
1.84M
$74.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
133KNew |
$4.75M - $5.26M
|
133K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
126K+ 3.73% |
$4.5M - $4.99M
|
3.5M
$141M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
120K+ 9.34% |
$4.3M - $4.76M
|
1.4M
$56.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
100K+ 20.01% |
$3.58M - $3.97M
|
600K
$24.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
96.7K+ 12.77% |
$3.46M - $3.84M
|
854K
$34.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
87K+ 12.34% |
$3.11M - $3.45M
|
792K
$32M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
86.7K+ 4.53% |
$3.11M - $3.44M
|
2M
$80.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
85.7K+ 19.55% |
$3.07M - $3.4M
|
524K
$21.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
79.4K+ 3.11% |
$2.84M - $3.15M
|
2.63M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
79.4K+ 7.25% |
$2.84M - $3.15M
|
1.17M
$47.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.4K+ 38.04% |
$2.7M - $2.99M
|
274K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
72.9K+ 11.48% |
$2.61M - $2.89M
|
708K
$28.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
72K+ 16.37% |
$2.58M - $2.86M
|
512K
$20.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
69.3K+ 7.9% |
$2.48M - $2.75M
|
946K
$38.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
61.5K+ 125.9% |
$2.2M - $2.44M
|
110K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61.1K+ 4.75% |
$2.19M - $2.43M
|
1.35M
$54.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.5K+ 14.21% |
$2.17M - $2.4M
|
487K
$19.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.8K+ 12.64% |
$2.03M - $2.26M
|
507K
$20.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
51.3K+ 10.8% |
$1.84M - $2.04M
|
527K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
50K+ 2.7% |
$1.79M - $1.99M
|
1.9M
$76.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.5K+ 32.51% |
$1.77M - $1.96M
|
202K
$8.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
48.2K+ 4.31% |
$1.73M - $1.91M
|
1.17M
$47.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
48K+ 61.59% |
$1.72M - $1.91M
|
126K
$5.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.5K+ 13.42% |
$1.7M - $1.89M
|
402K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
47.4K+ 78.77% |
$1.7M - $1.88M
|
107K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 7.65% |
$1.6M - $1.78M
|
631K
$25.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
43.9K+ 8.11% |
$1.57M - $1.74M
|
585K
$23.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
43.7K+ 3.52% |
$1.56M - $1.73M
|
1.29M
$52M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
41.1KNew |
$1.47M - $1.63M
|
41.1K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39.9K+ 30.53% |
$1.43M - $1.58M
|
171K
$6.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
38.4K+ 3.16% |
$1.37M - $1.52M
|
1.25M
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
37.1K+ 26.3% |
$1.33M - $1.47M
|
178K
$7.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36.4K+ 3.68% |
$1.3M - $1.45M
|
1.03M
$41.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.8K+ 3.53% |
$1.28M - $1.42M
|
1.05M
$42.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
33.9K+ 6.86% |
$1.21M - $1.35M
|
528K
$21.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
33.9K+ 2.49% |
$1.21M - $1.35M
|
1.4M
$56.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
32.8K+ 4.87% |
$1.17M - $1.3M
|
705K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.2K+ 52.42% |
$1.08M - $1.2M
|
87.8K
$3.54M
|