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
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
987+ 4.6% |
$28.2K - $32.9K
|
22.5K
$915K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
939+ 0.08% |
$26.8K - $31.3K
|
1.18M
$47.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
881+ 0.69% |
$25.2K - $29.4K
|
129K
$5.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
751+ 0.69% |
$21.5K - $25.1K
|
109K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
689+ 8.89% |
$19.7K - $23K
|
8.44K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
640+ 7.06% |
$18.3K - $21.4K
|
9.7K
$395K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
470+ 2.86% |
$13.4K - $15.7K
|
16.9K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
454+ 3.48% |
$13K - $15.1K
|
13.5K
$549K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
350+ 2.89% |
$10K - $11.7K
|
12.5K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
339+ 2.89% |
$9.69K - $11.3K
|
12.1K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
237+ 27.27% |
$6.77K - $7.91K
|
1.11K
$45K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
203+ 1.07% |
$5.8K - $6.77K
|
19.1K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
200+ 0.28% |
$5.72K - $6.67K
|
72.3K
$2.94M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
189New |
$5.4K - $6.31K
|
189
$7.69K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
151+ 0.15% |
$4.32K - $5.04K
|
97.8K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
125+ 0.09% |
$3.57K - $4.17K
|
138K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
78+ 0.23% |
$2.23K - $2.6K
|
33.3K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
71+ 0.19% |
$2.03K - $2.37K
|
37K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
69+ 0.21% |
$1.97K - $2.3K
|
32.9K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
55+ 0.31% |
$1.57K - $1.84K
|
17.7K
$722K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
53+ 2.96% |
$1.51K - $1.77K
|
1.85K
$75.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
40+ 0.41% |
$1.14K - $1.33K
|
9.81K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33+ 0.23% |
$943 - $1.1K
|
14.5K
$589K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 0.4% |
$943 - $1.1K
|
8.22K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
27New |
$772 - $901
|
27
$1.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
24+ 126.32% |
$686 - $801
|
43
$1.75K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
24+ 126.32% |
$686 - $801
|
43
$1.75K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
23+ 0.02% |
$657 - $768
|
140K
$5.69M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.39% |
$543 - $634
|
4.84K
$197K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
19+ 0.14% |
$543 - $634
|
13.7K
$556K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
15+ 0.18% |
$429 - $501
|
8.39K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.42% |
$372 - $434
|
3.11K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7+ 0.13% |
$200 - $234
|
5.54K
$226K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.41% |
$171 - $200
|
1.49K
$60.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.41% |
$171 - $200
|
1.49K
$60.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.02% |
$143 - $167
|
32.9K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.02% |
$114 - $133
|
19.6K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.01% |
$57.2 - $66.7
|
26.5K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.02% |
$171 - $200
|
36.4K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-8- 0.05% |
$229 - $267
|
16.4K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 2.71% |
$343 - $400
|
431
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-37- 0.07% |
$1.06K - $1.23K
|
54.7K
$2.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-61- 0.62% |
$1.74K - $2.04K
|
9.82K
$400K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-171- 0.23% |
$4.89K - $5.71K
|
74.2K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-204- 0.4% |
$5.83K - $6.81K
|
51.1K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-211- 0.42% |
$6.03K - $7.04K
|
50.4K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-244- 3.12% |
$6.97K - $8.14K
|
7.58K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-256- 1.56% |
$7.32K - $8.54K
|
16.1K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-334- 0.72% |
$9.55K - $11.1K
|
46.3K
$1.88M
|