Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
644KNew |
$18.4M - $21.5M
|
644K
$26M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
555KNew |
$15.9M - $18.5M
|
555K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
465KNew |
$13.3M - $15.5M
|
465K
$18.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
420KNew |
$12M - $14M
|
420K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
390KNew |
$11.1M - $13M
|
390K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
377K+ 116.64% |
$10.8M - $12.6M
|
699K
$28.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
349K+ 25.59% |
$9.98M - $11.6M
|
1.71M
$69.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
338K+ 10.56% |
$9.67M - $11.3M
|
3.54M
$143M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
310KNew |
$8.85M - $10.3M
|
310K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
295K+ 21.2% |
$8.43M - $9.84M
|
1.69M
$68.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
287KNew |
$8.2M - $9.57M
|
287K
$11.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
277K+ 54.55% |
$7.93M - $9.26M
|
786K
$31.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
238KNew |
$6.79M - $7.93M
|
238K
$9.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
224KNew |
$6.39M - $7.46M
|
224K
$9.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
204K+ 60.62% |
$5.84M - $6.82M
|
542K
$21.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
197K+ 31.28% |
$5.63M - $6.57M
|
827K
$33.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
184K+ 17.17% |
$5.26M - $6.14M
|
1.26M
$50.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
184KNew |
$5.25M - $6.13M
|
184K
$7.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
177K+ 210.45% |
$5.05M - $5.9M
|
261K
$10.5M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
176KNew |
$5.04M - $5.89M
|
176K
$7.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
164K+ 388.17% |
$4.7M - $5.48M
|
207K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
164K+ 10.27% |
$4.68M - $5.47M
|
1.76M
$71M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
152K+ 33.09% |
$4.35M - $5.08M
|
613K
$24.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
149K+ 29.89% |
$4.27M - $4.98M
|
649K
$26.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
142KNew |
$4.06M - $4.74M
|
142K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
139K+ 145.22% |
$3.97M - $4.63M
|
234K
$9.46M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
138K+ 38.79% |
$3.93M - $4.59M
|
492K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
134KNew |
$3.84M - $4.48M
|
134K
$5.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
131K+ 13.21% |
$3.76M - $4.39M
|
1.13M
$45.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
115K+ 28.56% |
$3.29M - $3.84M
|
518K
$20.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
113K+ 7.75% |
$3.23M - $3.77M
|
1.57M
$63.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
112KNew |
$3.21M - $3.74M
|
112K
$4.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
102K+ 9.31% |
$2.9M - $3.39M
|
1.19M
$48.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
98.3K+ 16.1% |
$2.81M - $3.28M
|
709K
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.3KNew |
$2.81M - $3.28M
|
98.3K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
97.9K+ 8.61% |
$2.8M - $3.27M
|
1.24M
$49.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
97.2K+ 31.86% |
$2.78M - $3.24M
|
402K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
96.6K+ 11.25% |
$2.76M - $3.22M
|
955K
$38.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
96.6K+ 38.31% |
$2.76M - $3.22M
|
349K
$14.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
96.5K+ 3.99% |
$2.76M - $3.22M
|
2.51M
$101M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
93.5K+ 9.6% |
$2.67M - $3.12M
|
1.07M
$43.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
87.7K+ 8.53% |
$2.51M - $2.93M
|
1.12M
$45.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
86.5K+ 37.99% |
$2.47M - $2.89M
|
314K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
84.8KNew |
$2.42M - $2.83M
|
84.8K
$3.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
79.5K+ 48.79% |
$2.27M - $2.65M
|
242K
$9.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
78.6K+ 43.99% |
$2.25M - $2.62M
|
257K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
76.6K+ 38.05% |
$2.19M - $2.55M
|
278K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
75.7K+ 10.76% |
$2.16M - $2.53M
|
780K
$31.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
73.2K+ 2.38% |
$2.09M - $2.44M
|
3.14M
$127M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
73.1KNew |
$2.09M - $2.44M
|
73.1K
$2.95M
|