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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
72.1KNew |
$2.06M - $2.4M
|
72.1K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
71.3KNew |
$2.04M - $2.38M
|
71.3K
$2.9M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
69.7KNew |
$1.99M - $2.33M
|
69.7K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
69.1KNew |
$1.97M - $2.31M
|
69.1K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.1K+ 14.54% |
$1.89M - $2.2M
|
520K
$21.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
63.8K+ 108.94% |
$1.82M - $2.13M
|
122K
$4.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
59.6K+ 12.37% |
$1.7M - $1.99M
|
542K
$22M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
58.9KNew |
$1.68M - $1.97M
|
58.9K
$2.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
54.9K+ 8.07% |
$1.57M - $1.83M
|
735K
$29.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
50.6KNew |
$1.45M - $1.69M
|
50.6K
$2.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
45.8K+ 6.82% |
$1.31M - $1.53M
|
717K
$29.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
45.7K+ 8.13% |
$1.31M - $1.53M
|
608K
$24.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
45.1K+ 9.56% |
$1.29M - $1.51M
|
517K
$21M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
44.4K+ 3.76% |
$1.27M - $1.48M
|
1.22M
$49.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
42.5KNew |
$1.22M - $1.42M
|
42.5K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
42.5K+ 16.13% |
$1.21M - $1.42M
|
306K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.7K+ 107.07% |
$1.19M - $1.39M
|
80.7K
$3.28M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
41.5KNew |
$1.19M - $1.39M
|
41.5K
$1.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
41.5K+ 10.75% |
$1.19M - $1.38M
|
427K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
39.9KNew |
$1.14M - $1.33M
|
39.9K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
39.2KNew |
$1.12M - $1.31M
|
39.2K
$1.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
39.1K+ 15.56% |
$1.12M - $1.31M
|
290K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
38.4K+ 7.67% |
$1.1M - $1.28M
|
539K
$21.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
37.6K+ 3.87% |
$1.08M - $1.26M
|
1.01M
$41.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.4K+ 3.06% |
$982K - $1.15M
|
1.16M
$47.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
33.8KNew |
$965K - $1.13M
|
33.8K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.7K+ 271.82% |
$964K - $1.13M
|
46.1K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
31.9K+ 12.4% |
$911K - $1.06M
|
289K
$11.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
30K+ 4.76% |
$856K - $999K
|
659K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
29KNew |
$827K - $966K
|
29K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
28.9K+ 9.35% |
$827K - $965K
|
338K
$13.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.4K+ 2.18% |
$811K - $947K
|
1.33M
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.9K+ 6.09% |
$770K - $899K
|
469K
$19.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.8K+ 95.84% |
$767K - $896K
|
54.9K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.2KNew |
$749K - $874K
|
26.2K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6KNew |
$731K - $853K
|
25.6K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23.8K+ 6.95% |
$681K - $796K
|
367K
$14.9M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
23.8K+ 23.3% |
$681K - $795K
|
126K
$5.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.6K+ 43.2% |
$676K - $789K
|
78.4K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.2K+ 14.83% |
$662K - $773K
|
179K
$7.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23K+ 14.72% |
$657K - $767K
|
179K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.6K+ 9.63% |
$646K - $754K
|
257K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21.8KNew |
$622K - $726K
|
21.8K
$886K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 52.27% |
$617K - $720K
|
62.9K
$2.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$600K - $701K
|
21K
$855K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
20.7K+ 26.63% |
$592K - $691K
|
98.4K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.3K+ 41.37% |
$581K - $678K
|
69.5K
$2.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
19.6K+ 17.41% |
$561K - $655K
|
132K
$5.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
19.1K+ 4.41% |
$545K - $637K
|
452K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
18.7K+ 111.91% |
$533K - $623K
|
35.3K
$1.44M
|