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
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19+ 0.15% |
$680 - $754
|
12.9K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 8.99% |
$609 - $675
|
206
$8.39K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
$251 - $278
|
6.55K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$179 - $198
|
7.34K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$179 - $198
|
20.6K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.03% |
$143 - $159
|
15.5K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$143 - $159
|
180K
$7.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.01% |
$107 - $119
|
29.4K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.02% |
$71.6 - $79.4
|
9.73K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.0% |
$71.6 - $79.4
|
44.5K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.24% |
$71.6 - $79.4
|
830
$33.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
2+ 0.01% |
$71.6 - $79.4
|
13.8K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.05% |
$35.8 - $39.7
|
1.94K
$79.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$35.8 - $39.7
|
415
$16.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.0% |
$35.8 - $39.7
|
36.4K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5- 0.06% |
$179 - $198
|
8.68K
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-9- 0.05% |
$322 - $357
|
19.6K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 0.05% |
$358 - $397
|
20.8K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-19- 0.09% |
$680 - $754
|
21K
$855K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 85.94% |
$1.97K - $2.18K
|
9
$366
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-113- 0.6% |
$4.05K - $4.48K
|
18.9K
$768K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-114- 4.63% |
$4.08K - $4.52K
|
2.35K
$95.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-114- 0.38% |
$4.08K - $4.52K
|
29.5K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-124- 0.77% |
$4.44K - $4.92K
|
16K
$653K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-124- 1.41% |
$4.44K - $4.92K
|
8.69K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-126- 0.35% |
$4.51K - $5K
|
36.3K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-126- 1.12% |
$4.51K - $5K
|
11.1K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-153- 0.23% |
$5.48K - $6.07K
|
65.6K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-161- 0.72% |
$5.76K - $6.39K
|
22.2K
$903K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-184- 0.58% |
$6.59K - $7.3K
|
31.3K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-200- 0.14% |
$7.16K - $7.94K
|
141K
$5.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 2.75% |
$7.98K - $8.85K
|
7.87K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-238- 1.09% |
$8.52K - $9.45K
|
21.6K
$877K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-255- 17.5% |
$9.13K - $10.1K
|
1.2K
$48.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-281- 0.72% |
$10.1K - $11.2K
|
38.8K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-299- 0.09% |
$10.7K - $11.9K
|
324K
$13.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-310- 3.98% |
$11.1K - $12.3K
|
7.48K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-310- 3.18% |
$11.1K - $12.3K
|
9.44K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-320- 2.87% |
$11.5K - $12.7K
|
10.8K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-329- 42.84% |
$11.8K - $13.1K
|
439
$17.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-435- 0.22% |
$15.6K - $17.3K
|
199K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-490- 13.71% |
$17.5K - $19.4K
|
3.08K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-499- 3.4% |
$17.9K - $19.8K
|
14.2K
$576K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-500- 5.01% |
$17.9K - $19.8K
|
9.48K
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-519- 4.05% |
$18.6K - $20.6K
|
12.3K
$501K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-532- 1.97% |
$19K - $21.1K
|
26.5K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-545- 17.83% |
$19.5K - $21.6K
|
2.51K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-690- 1.77% |
$24.7K - $27.4K
|
38.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-701- 6.84% |
$25.1K - $27.8K
|
9.55K
$389K
|