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 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-703- 0.38% |
$25.2K - $27.9K
|
185K
$7.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-838- 7.38% |
$30K - $33.3K
|
10.5K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-866- 24.3% |
$31K - $34.4K
|
2.7K
$110K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-937- 1.05% |
$33.5K - $37.2K
|
88.2K
$3.59M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-970- 1.41% |
$34.7K - $38.5K
|
67.7K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-995- 10.09% |
$35.6K - $39.5K
|
8.87K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.19K- 0.93% |
$42.7K - $47.4K
|
127K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.2K- 3.52% |
$43K - $47.7K
|
32.9K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.21K- 0.19% |
$43.2K - $47.9K
|
637K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.36K- 0.6% |
$48.6K - $53.9K
|
225K
$9.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 5.16% |
$51.2K - $56.8K
|
26.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 2.71% |
$51.3K - $56.9K
|
51.5K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.44K- 0.23% |
$51.4K - $57K
|
626K
$25.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.45K- 7.87% |
$51.7K - $57.4K
|
16.9K
$689K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.46K- 14.8% |
$52.4K - $58.1K
|
8.43K
$343K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.57K- 2.07% |
$56.1K - $62.2K
|
74.2K
$3.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.62K- 7.55% |
$57.8K - $64.1K
|
19.8K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.85K- 0.98% |
$66.3K - $73.5K
|
188K
$7.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 10.88% |
$72.5K - $80.4K
|
16.6K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.08K- 12.97% |
$74.5K - $82.6K
|
14K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.33K- 2.4% |
$83.5K - $92.6K
|
94.9K
$3.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.34K- 1.35% |
$83.8K - $93K
|
171K
$6.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.41K- 1.81% |
$86.1K - $95.5K
|
130K
$5.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-2.47K- 2.38% |
$88.4K - $98K
|
101K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.49K- 4.52% |
$89K - $98.7K
|
52.5K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.49K- 15.94% |
$89.3K - $99K
|
13.2K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.54K- 1.58% |
$91K - $101K
|
158K
$6.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.55K- 22.53% |
$91.4K - $101K
|
8.78K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
SELL
|
- |
-2.63K- 1.69% |
$94.1K - $104K
|
153K
$6.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.63K- 3.97% |
$94.3K - $105K
|
63.8K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.64K- 6.84% |
$94.6K - $105K
|
36K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 2.27% |
$97.7K - $108K
|
118K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.74K- 3.61% |
$97.9K - $109K
|
73.1K
$2.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.79K- 2.81% |
$99.9K - $111K
|
96.6K
$3.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.8K- 5.55% |
$100K - $111K
|
47.6K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.85K- 14.29% |
$102K - $113K
|
17.1K
$696K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.95K- 4.76% |
$105K - $117K
|
58.9K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 0.93% |
$135K - $149K
|
399K
$16.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.83K- 1.01% |
$137K - $152K
|
375K
$15.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.03K- 2.85% |
$144K - $160K
|
137K
$5.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.11K- 5.2% |
$147K - $163K
|
74.9K
$3.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.39K- 8.24% |
$157K - $174K
|
48.9K
$1.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.2K- 3.08% |
$186K - $206K
|
164K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.39K- 2.38% |
$193K - $214K
|
221K
$9.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.41K- 34.54% |
$194K - $215K
|
10.3K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5.49K- 13.64% |
$196K - $218K
|
34.7K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.83K- 24.02% |
$209K - $232K
|
18.4K
$751K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-5.97K- 10.77% |
$214K - $237K
|
49.5K
$2.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.98K- 1.12% |
$214K - $237K
|
526K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.13K- 6.65% |
$255K - $283K
|
100K
$4.08M
|