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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 0.73% |
$55.6K - $61.6K
|
213K
$8.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.45K+ 12.27% |
$51.9K - $57.6K
|
13.3K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 16.81% |
$51.9K - $57.6K
|
10.1K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.36K+ 2.67% |
$48.5K - $53.8K
|
52.1K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.28K+ 21.18% |
$45.8K - $50.8K
|
7.32K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.25K+ 13.63% |
$44.7K - $49.5K
|
10.4K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 60.88% |
$40.8K - $45.2K
|
3.01K
$123K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 1.0% |
$40.7K - $45.2K
|
114K
$4.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
983+ 2.04% |
$35.2K - $39K
|
49.3K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
966+ 0.23% |
$34.6K - $38.3K
|
413K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
943+ 0.23% |
$33.8K - $37.4K
|
402K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
884+ 1.14% |
$31.6K - $35.1K
|
78.2K
$3.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
872+ 0.48% |
$31.2K - $34.6K
|
183K
$7.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
801+ 1.65% |
$28.7K - $31.8K
|
49.4K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
695New |
$24.9K - $27.6K
|
695
$28.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
679+ 7.04% |
$24.3K - $26.9K
|
10.3K
$420K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
620+ 11.38% |
$22.2K - $24.6K
|
6.07K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
493+ 7.19% |
$17.6K - $19.6K
|
7.35K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
421+ 2.46% |
$15.1K - $16.7K
|
17.6K
$715K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
365New |
$13.1K - $14.5K
|
365
$14.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
353+ 0.18% |
$12.6K - $14K
|
194K
$7.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
343+ 5.13% |
$12.3K - $13.6K
|
7.04K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
286+ 0.85% |
$10.2K - $11.4K
|
33.8K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
277+ 2.22% |
$9.92K - $11K
|
12.8K
$520K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
260+ 0.94% |
$9.31K - $10.3K
|
28K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
248+ 8.3% |
$8.88K - $9.84K
|
3.24K
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
214+ 0.6% |
$7.66K - $8.49K
|
35.9K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
205+ 1.83% |
$7.34K - $8.14K
|
11.4K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 1.4% |
$7.23K - $8.02K
|
14.6K
$595K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
158+ 0.17% |
$5.66K - $6.27K
|
91.2K
$3.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
153+ 0.2% |
$5.48K - $6.07K
|
75.3K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
119+ 0.45% |
$4.26K - $4.72K
|
26.7K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
112+ 0.34% |
$4.01K - $4.45K
|
32.8K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
110+ 0.89% |
$3.94K - $4.37K
|
12.5K
$509K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
107New |
$3.83K - $4.25K
|
107
$4.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 10000.0% |
$3.58K - $3.97K
|
101
$4.11K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
95+ 0.18% |
$3.4K - $3.77K
|
53.7K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
92+ 0.17% |
$3.29K - $3.65K
|
54.9K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
75+ 0.09% |
$2.69K - $2.98K
|
79.7K
$3.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
57+ 0.05% |
$2.04K - $2.26K
|
122K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
53+ 0.16% |
$1.9K - $2.1K
|
33.4K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50+ 0.16% |
$1.79K - $1.98K
|
31.6K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
50+ 0.44% |
$1.79K - $1.98K
|
11.4K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
41+ 0.28% |
$1.47K - $1.63K
|
14.5K
$592K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
41+ 0.21% |
$1.47K - $1.63K
|
19.5K
$793K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
28+ 0.28% |
$1K - $1.11K
|
9.87K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25+ 0.27% |
$895 - $992
|
9.28K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
23+ 0.27% |
$823 - $913
|
8.46K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.28% |
$823 - $913
|
8.29K
$337K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
22+ 24.72% |
$788 - $873
|
111
$4.52K
|