Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 2024. 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 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
124K+ 20.71% |
$4.88M - $5.26M
|
724K
$30M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
81.2K+ 5.78% |
$3.19M - $3.44M
|
1.49M
$61.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
80.9K+ 20.13% |
$3.18M - $3.43M
|
483K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
60.6K+ 4.34% |
$2.38M - $2.57M
|
1.46M
$60.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39.9K+ 11.77% |
$1.57M - $1.69M
|
379K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38.4K+ 5.47% |
$1.51M - $1.63M
|
740K
$30.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.7K+ 1.74% |
$1.36M - $1.47M
|
2.04M
$84.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
21.6KNew |
$849K - $916K
|
21.6K
$895K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
19K+ 2.26% |
$747K - $806K
|
860K
$35.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 38.97% |
$720K - $777K
|
65.4K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.7K+ 12.88% |
$579K - $625K
|
129K
$5.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.5KNew |
$492K - $531K
|
12.5K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 48.03% |
$418K - $451K
|
32.8K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.88K+ 9.0% |
$349K - $376K
|
108K
$4.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.62K+ 7.35% |
$142K - $153K
|
52.9K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.43K+ 2.02% |
$135K - $145K
|
173K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.32K+ 1.54% |
$130K - $141K
|
219K
$9.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.3K+ 39.1% |
$129K - $140K
|
11.7K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.76K+ 2.36% |
$109K - $117K
|
120K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.36K+ 1.7% |
$92.5K - $99.8K
|
141K
$5.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.24K+ 0.54% |
$87.8K - $94.8K
|
415K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 2.84% |
$87.8K - $94.7K
|
81.1K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
913+ 0.38% |
$35.9K - $38.7K
|
244K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
749+ 1.14% |
$29.4K - $31.7K
|
66.6K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
361+ 1.25% |
$14.2K - $15.3K
|
29.2K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
304+ 0.4% |
$11.9K - $12.9K
|
75.6K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
298+ 1.38% |
$11.7K - $12.6K
|
21.9K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
245+ 55.81% |
$9.62K - $10.4K
|
684
$28.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
231+ 0.73% |
$9.07K - $9.79K
|
31.8K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
89+ 0.12% |
$3.5K - $3.77K
|
73.2K
$3.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
79+ 0.3% |
$3.1K - $3.35K
|
26.6K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58+ 0.3% |
$2.28K - $2.46K
|
19.5K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.04% |
$1.45K - $1.57K
|
88.2K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.28% |
$1.14K - $1.23K
|
10.5K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.2% |
$982 - $1.06K
|
12.5K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14+ 0.11% |
$550 - $593
|
13.2K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$78.5 - $84.8
|
29.4K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$39.3 - $42.4
|
416
$17.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$39.3 - $42.4
|
860K
$35.6M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-20- 22.22% |
$785 - $848
|
70
$2.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-47- 0.14% |
$1.85K - $1.99K
|
34.7K
$1.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-60- 0.63% |
$2.36K - $2.54K
|
9.51K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-104- 0.67% |
$4.08K - $4.41K
|
15.4K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-163- 1.73% |
$6.4K - $6.91K
|
9.27K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-483- 2.42% |
$19K - $20.5K
|
19.5K
$806K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 5.12% |
$27.7K - $29.9K
|
13.1K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.43K- 16.24% |
$56K - $60.4K
|
7.35K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 1.28% |
$58.9K - $63.6K
|
116K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.7K- 1.4% |
$66.8K - $72.1K
|
120K
$4.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.85K- 18.39% |
$112K - $121K
|
12.6K
$523K
|