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 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-8.89K- 2.07% |
$254K - $296K
|
421K
$17.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-9.29K- 11.08% |
$265K - $310K
|
74.5K
$3.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-9.52K- 5.07% |
$272K - $318K
|
178K
$7.26M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-10.8K- 90.15% |
$310K - $362K
|
1.18K
$48.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.9K- 5.0% |
$313K - $365K
|
208K
$8.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11.7K- 10.53% |
$335K - $391K
|
99.6K
$4.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-12.4K- 5.71% |
$354K - $413K
|
204K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.8K- 8.59% |
$365K - $426K
|
136K
$5.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-15.8K- 4.5% |
$452K - $528K
|
336K
$13.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.2K- 15.18% |
$463K - $540K
|
90.5K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-16.7K- 14.44% |
$478K - $559K
|
99.2K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.9K- 7.53% |
$510K - $596K
|
219K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18.8K- 0.39% |
$537K - $627K
|
4.86M
$198M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-19K- 7.51% |
$543K - $634K
|
234K
$9.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 52.06% |
$551K - $643K
|
17.7K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.4K- 17.0% |
$555K - $648K
|
94.7K
$3.86M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19.5K- 5.32% |
$557K - $651K
|
347K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.9K- 4.6% |
$569K - $664K
|
412K
$16.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-21.8K- 3.62% |
$622K - $726K
|
579K
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.3K- 5.61% |
$667K - $779K
|
392K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-24.8K- 1.3% |
$707K - $826K
|
1.87M
$76.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-25.2K- 36.32% |
$719K - $840K
|
44.1K
$1.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-26.8K- 21.99% |
$766K - $895K
|
95.1K
$3.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-29.7K- 33.71% |
$848K - $990K
|
58.3K
$2.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.6K- 19.62% |
$961K - $1.12M
|
138K
$5.61M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-55.1KClosed |
$1.57M - $1.84M
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-59.8K- 2.38% |
$1.71M - $1.99M
|
2.46M
$100M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-65.1K- 73.55% |
$1.86M - $2.17M
|
23.4K
$953K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-66.5K- 32.61% |
$1.9M - $2.22M
|
137K
$5.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-72.2K- 4.14% |
$2.06M - $2.41M
|
1.67M
$68M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-87.6K- 63.35% |
$2.5M - $2.92M
|
50.7K
$2.06M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-88.6K- 39.11% |
$2.53M - $2.96M
|
138K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94.3K- 30.26% |
$2.7M - $3.15M
|
217K
$8.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-267K- 76.93% |
$7.62M - $8.9M
|
80K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.26M- 98.17% |
$150M - $175M
|
98K
$3.99M
|