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 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
18.3K+ 115.5% |
$524K - $612K
|
34.2K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.1KNew |
$489K - $571K
|
17.1K
$697K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
17K+ 4.48% |
$486K - $568K
|
397K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17K+ 90.43% |
$486K - $567K
|
35.8K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 27.89% |
$476K - $555K
|
76.3K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
16.4K+ 25.75% |
$468K - $546K
|
80K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 20.41% |
$464K - $542K
|
95.8K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
16.1KNew |
$461K - $539K
|
16.1K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.5KNew |
$444K - $518K
|
15.5K
$632K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
14.8K+ 14.54% |
$424K - $495K
|
117K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 2.8% |
$418K - $489K
|
538K
$21.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.6K+ 4.22% |
$418K - $488K
|
361K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
14.1K+ 19.84% |
$402K - $470K
|
85K
$3.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.1KNew |
$376K - $439K
|
13.1K
$535K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13KNew |
$372K - $434K
|
13K
$529K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.6K+ 17.23% |
$361K - $422K
|
86.1K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11.3KNew |
$324K - $379K
|
11.3K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11.2K+ 10.86% |
$320K - $373K
|
114K
$4.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
10.7K+ 2.47% |
$305K - $356K
|
443K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 19.31% |
$297K - $346K
|
64.1K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10.4KNew |
$296K - $346K
|
10.4K
$422K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.2K+ 3.29% |
$290K - $339K
|
319K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 65.06% |
$290K - $339K
|
25.8K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.81K+ 76.22% |
$280K - $327K
|
22.7K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.55K+ 12.57% |
$273K - $319K
|
85.5K
$3.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.22K+ 57.27% |
$263K - $308K
|
25.3K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.83KNew |
$252K - $295K
|
8.83K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
8.75KNew |
$250K - $292K
|
8.75K
$356K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
8.75KNew |
$250K - $292K
|
8.75K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.71KNew |
$249K - $291K
|
8.71K
$355K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
8.6K+ 65.4% |
$246K - $287K
|
21.8K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.42K+ 21.04% |
$241K - $281K
|
48.5K
$1.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.4K+ 2.28% |
$240K - $280K
|
376K
$15.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
8.34K+ 786.51% |
$238K - $278K
|
9.4K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.29KNew |
$237K - $277K
|
8.29K
$338K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
8.26KNew |
$236K - $275K
|
8.26K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.08KNew |
$231K - $270K
|
8.08K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8.06KNew |
$230K - $269K
|
8.06K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.03KNew |
$229K - $268K
|
8.03K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.56K+ 3.77% |
$216K - $252K
|
208K
$8.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
7.54KNew |
$216K - $252K
|
7.54K
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
7.48K+ 3.85% |
$214K - $250K
|
202K
$8.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
7.29K+ 11.45% |
$208K - $243K
|
71K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.12K+ 18.45% |
$203K - $238K
|
45.7K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.99KNew |
$200K - $233K
|
6.99K
$285K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.85KNew |
$196K - $229K
|
6.85K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.83K+ 5.26% |
$195K - $228K
|
137K
$5.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.67K+ 4.5% |
$191K - $223K
|
155K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.57KNew |
$188K - $219K
|
6.57K
$268K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.55KNew |
$187K - $218K
|
6.55K
$266K
|