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 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.53KNew |
$187K - $218K
|
6.53K
$266K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.53K+ 7.35% |
$187K - $218K
|
95.3K
$3.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.5KNew |
$186K - $217K
|
6.5K
$265K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.37KNew |
$182K - $213K
|
6.37K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$174K - $203K
|
6.07K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6KNew |
$171K - $200K
|
6K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6K+ 5.31% |
$171K - $200K
|
119K
$4.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
5.79K+ 24.6% |
$166K - $193K
|
29.3K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.03K+ 15.33% |
$144K - $168K
|
37.8K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.89K+ 1.6% |
$140K - $163K
|
310K
$12.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.82K+ 11.35% |
$138K - $161K
|
47.3K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.66K+ 64.89% |
$133K - $156K
|
11.8K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.47K+ 4.37% |
$128K - $149K
|
107K
$4.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
4.37K+ 0.87% |
$125K - $146K
|
504K
$20.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.35K+ 20.34% |
$124K - $145K
|
25.8K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.13KNew |
$118K - $138K
|
4.13K
$168K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3.91KNew |
$112K - $130K
|
3.91K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.77K+ 0.14% |
$108K - $126K
|
2.67M
$109M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 6.02% |
$106K - $123K
|
65.2K
$2.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.6KNew |
$103K - $120K
|
3.6K
$147K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.22K+ 9.41% |
$92K - $107K
|
37.4K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.18K+ 11.3% |
$90.9K - $106K
|
31.3K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.17K+ 2.19% |
$90.7K - $106K
|
148K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.1KNew |
$88.5K - $103K
|
3.1K
$126K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.04K+ 14.28% |
$86.7K - $101K
|
24.3K
$989K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.27K+ 4.2% |
$64.8K - $75.7K
|
56.3K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 2.03% |
$62.9K - $73.4K
|
110K
$4.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.14K+ 11.72% |
$61K - $71.3K
|
20.4K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.1K+ 3.81% |
$60K - $70K
|
57.2K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.06K+ 18.82% |
$59K - $68.9K
|
13K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 0.7% |
$58.9K - $68.7K
|
296K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.04K+ 6.26% |
$58.4K - $68.2K
|
34.7K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 0.33% |
$58.2K - $67.9K
|
624K
$25.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.85K+ 19.23% |
$52.8K - $61.6K
|
11.4K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.76K+ 22.97% |
$50.2K - $58.6K
|
9.4K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.7KNew |
$48.6K - $56.7K
|
1.7K
$69.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.62K+ 262.6% |
$46.2K - $53.9K
|
2.23K
$90.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.64% |
$45.6K - $53.3K
|
251K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.57K+ 10.68% |
$44.8K - $52.4K
|
16.3K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.54K+ 9.19% |
$44K - $51.4K
|
18.3K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.4K+ 0.46% |
$39.9K - $46.6K
|
306K
$12.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.36K+ 4.05% |
$38.8K - $45.2K
|
34.9K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 4.58% |
$38.6K - $45K
|
30.8K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.35K+ 0.9% |
$38.5K - $44.9K
|
152K
$6.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.28K+ 2.92% |
$36.5K - $42.6K
|
45K
$1.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.16K+ 34.1% |
$33.1K - $38.6K
|
4.55K
$185K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.13K+ 5.36% |
$32.2K - $37.5K
|
22.1K
$901K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.11K+ 0.23% |
$31.7K - $37K
|
480K
$19.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 2.34% |
$30.7K - $35.8K
|
47K
$1.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 11.56% |
$28.6K - $33.4K
|
9.65K
$393K
|