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 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
29.7K+ 8.03% |
$1.06M - $1.18M
|
400K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.4K+ 4.22% |
$1.02M - $1.13M
|
702K
$28.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
27.4K+ 1.76% |
$981K - $1.09M
|
1.58M
$64.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
26.9K+ 17.31% |
$962K - $1.07M
|
182K
$7.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.4K+ 41.84% |
$909K - $1.01M
|
86K
$3.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22.4K+ 3.82% |
$804K - $891K
|
610K
$24.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.4K+ 2.67% |
$801K - $888K
|
860K
$35M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22.3K+ 8.95% |
$798K - $885K
|
272K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22.1K+ 88.75% |
$792K - $878K
|
47K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9K+ 5.86% |
$783K - $868K
|
395K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
21.4KNew |
$765K - $848K
|
21.4K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.9K+ 14.79% |
$750K - $831K
|
163K
$6.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
20.5K+ 6.44% |
$735K - $815K
|
340K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
18.8K+ 3.98% |
$675K - $748K
|
492K
$20M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18.8K+ 5.88% |
$674K - $748K
|
339K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 20.34% |
$655K - $726K
|
108K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
18.1K+ 4.0% |
$648K - $718K
|
470K
$19.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 2.98% |
$646K - $716K
|
625K
$25.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18K+ 5.6% |
$645K - $715K
|
340K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.8KNew |
$638K - $707K
|
17.8K
$726K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 77.6% |
$620K - $687K
|
39.6K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.6K+ 21.84% |
$593K - $658K
|
92.4K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16K+ 14.88% |
$571K - $633K
|
123K
$5.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.6KNew |
$560K - $621K
|
15.6K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
15.4KNew |
$551K - $611K
|
15.4K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.9KNew |
$532K - $590K
|
14.9K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.5KNew |
$520K - $577K
|
14.5K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
14.1KNew |
$505K - $560K
|
14.1K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.1K+ 1.15% |
$504K - $559K
|
1.24M
$50.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
14K+ 53.22% |
$501K - $555K
|
40.3K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13.7K+ 7.46% |
$490K - $543K
|
197K
$8.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
13.6K+ 9.32% |
$488K - $541K
|
160K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.4K+ 23.85% |
$480K - $532K
|
69.6K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
13.2K+ 5.17% |
$471K - $522K
|
268K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
12.7K+ 2.73% |
$455K - $505K
|
478K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 3.75% |
$445K - $493K
|
344K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
12.2K+ 11.61% |
$435K - $483K
|
117K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.1K+ 1.22% |
$434K - $481K
|
1.01M
$40.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
12.1K+ 5.93% |
$433K - $480K
|
216K
$8.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9K+ 3.73% |
$427K - $473K
|
332K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.5K+ 2.36% |
$411K - $455K
|
498K
$20.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.6K+ 81.23% |
$378K - $419K
|
23.6K
$959K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.2K+ 5.33% |
$364K - $404K
|
201K
$8.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.61K+ 7.07% |
$344K - $381K
|
146K
$5.93M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8.75KNew |
$313K - $347K
|
8.75K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.7K+ 3.71% |
$311K - $345K
|
243K
$9.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.57K+ 10328.92% |
$307K - $340K
|
8.66K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.88KNew |
$282K - $313K
|
7.88K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.03K+ 32.86% |
$252K - $279K
|
28.4K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.68KNew |
$239K - $265K
|
6.68K
$272K
|