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
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7.68K- 6.25% |
$275K - $305K
|
115K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.22K- 3.81% |
$294K - $326K
|
207K
$8.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.63K- 45.1% |
$309K - $342K
|
10.5K
$428K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.68K- 2.74% |
$311K - $345K
|
308K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10.6K- 6.01% |
$380K - $421K
|
166K
$6.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-11.5K- 10.09% |
$413K - $457K
|
103K
$4.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-11.5K- 1.59% |
$413K - $458K
|
715K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.7K- 31.28% |
$419K - $464K
|
25.7K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-13.4K- 31.78% |
$481K - $533K
|
28.8K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-14K- 7.25% |
$501K - $556K
|
179K
$7.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-14.2K- 23.37% |
$508K - $564K
|
46.6K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-15.3K- 16.79% |
$547K - $607K
|
75.8K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.4K- 8.54% |
$552K - $612K
|
165K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 2.06% |
$584K - $648K
|
775K
$31.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-16.9K- 12.89% |
$606K - $672K
|
114K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-17.1K- 3.24% |
$612K - $679K
|
510K
$20.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.3K- 15.88% |
$619K - $686K
|
91.6K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-19.3K- 16.17% |
$692K - $768K
|
100K
$4.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 3.17% |
$812K - $900K
|
692K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.4K- 5.26% |
$838K - $929K
|
421K
$17.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-25.1K- 3.28% |
$899K - $996K
|
741K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-25.7K- 42.73% |
$919K - $1.02M
|
34.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-28.5K- 4.01% |
$1.02M - $1.13M
|
683K
$27.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-28.7K- 13.14% |
$1.03M - $1.14M
|
190K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.8K- 5.32% |
$1.17M - $1.3M
|
585K
$23.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-53.9K- 10.39% |
$1.93M - $2.14M
|
465K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.6K- 10.6% |
$1.99M - $2.21M
|
469K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57K- 4.42% |
$2.04M - $2.26M
|
1.23M
$50.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-60.5K- 35.81% |
$2.17M - $2.4M
|
108K
$4.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-76.8K- 4.03% |
$2.75M - $3.05M
|
1.83M
$74.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-96.9K- 9.81% |
$3.47M - $3.84M
|
891K
$36.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-334K- 8.33% |
$12M - $13.3M
|
3.68M
$150M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.06M- 59.49% |
$37.8M - $41.9M
|
718K
$29.2M
|