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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.4K+ 13.75% |
$229K - $254K
|
52.9K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
6.35K+ 68.06% |
$227K - $252K
|
15.7K
$638K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.22K+ 36.41% |
$223K - $247K
|
23.3K
$949K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.03K+ 2.95% |
$216K - $239K
|
210K
$8.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
6K+ 1.02% |
$215K - $238K
|
593K
$24.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.87K+ 6.32% |
$210K - $233K
|
98.7K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.8K+ 1.94% |
$207K - $230K
|
305K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.75K+ 4.16% |
$206K - $228K
|
144K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.53KNew |
$198K - $219K
|
5.53K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.45K+ 9.02% |
$195K - $216K
|
65.9K
$2.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.17KNew |
$185K - $205K
|
5.17K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.17KNew |
$185K - $205K
|
5.17K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12KNew |
$183K - $203K
|
5.12K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.05KNew |
$181K - $200K
|
5.05K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.88K+ 4.39% |
$175K - $193K
|
116K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.84K+ 16.73% |
$173K - $192K
|
33.8K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.69K+ 3.77% |
$168K - $186K
|
129K
$5.26M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
4.62K+ 2.27% |
$165K - $183K
|
208K
$8.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.56K+ 1.18% |
$163K - $181K
|
390K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.45K+ 1.99% |
$159K - $176K
|
228K
$9.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.28K+ 14.28% |
$153K - $170K
|
34.3K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.26K+ 1.49% |
$153K - $169K
|
290K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.26K+ 5.72% |
$153K - $169K
|
78.8K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.23K+ 5.71% |
$151K - $168K
|
78.4K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.2K+ 6.24% |
$150K - $167K
|
71.5K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.05K+ 20.4% |
$145K - $161K
|
23.9K
$973K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.91KNew |
$140K - $155K
|
3.91K
$159K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.83K+ 2.31% |
$137K - $152K
|
170K
$6.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.75K+ 33.47% |
$134K - $149K
|
15K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.59K+ 7.48% |
$128K - $142K
|
51.5K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3.58KNew |
$128K - $142K
|
3.58K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.52K+ 8.68% |
$126K - $140K
|
44.1K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.37K+ 0.4% |
$121K - $134K
|
841K
$34.2M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.72K+ 6.58% |
$97.5K - $108K
|
44.1K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.71K+ 4.15% |
$97.2K - $108K
|
68.1K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.71K+ 13.81% |
$97.1K - $108K
|
22.3K
$910K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$95.7K - $106K
|
2.67K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.57K+ 4.36% |
$92.1K - $102K
|
61.6K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.52K+ 0.77% |
$90.4K - $100K
|
330K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.33K+ 4.57% |
$83.5K - $92.6K
|
53.4K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
2.2K+ 2.13% |
$78.7K - $87.2K
|
105K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.05K+ 2250.55% |
$73.3K - $81.3K
|
2.14K
$87.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.02K+ 6.35% |
$72.3K - $80.2K
|
33.9K
$1.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2K+ 5.92% |
$71.6K - $79.3K
|
35.8K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.83KNew |
$65.4K - $72.5K
|
1.83K
$74.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.81K+ 1.69% |
$64.7K - $71.7K
|
109K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.75K+ 9.42% |
$62.6K - $69.5K
|
20.3K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.74K+ 6.8% |
$62.3K - $69K
|
27.3K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 3.86% |
$58.5K - $64.9K
|
44K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.61K+ 5.7% |
$57.5K - $63.7K
|
29.8K
$1.21M
|