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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
76.6M+ 6181.61% |
$3.01B - $3.25B
|
77.8M
$3.21B
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.87MNew |
$113M - $122M
|
2.87M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.17MNew |
$45.8M - $49.5M
|
1.17M
$48.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
949KNew |
$37.3M - $40.2M
|
949K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
935KNew |
$36.7M - $39.6M
|
935K
$38.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
745KNew |
$29.3M - $31.6M
|
745K
$30.8M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
657KNew |
$25.8M - $27.8M
|
657K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
606K+ 23.95% |
$23.8M - $25.7M
|
3.14M
$130M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
597KNew |
$23.4M - $25.3M
|
597K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
494KNew |
$19.4M - $20.9M
|
494K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
434KNew |
$17.1M - $18.4M
|
434K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
426KNew |
$16.7M - $18.1M
|
426K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
424KNew |
$16.6M - $18M
|
424K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
404K+ 1193.38% |
$15.9M - $17.1M
|
438K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
378KNew |
$14.9M - $16M
|
378K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
294KNew |
$11.5M - $12.4M
|
294K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
249KNew |
$9.8M - $10.6M
|
249K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
243KNew |
$9.54M - $10.3M
|
243K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
199KNew |
$7.82M - $8.44M
|
199K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
186K+ 81.58% |
$7.31M - $7.89M
|
414K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
186KNew |
$7.31M - $7.88M
|
186K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
178K+ 9.67% |
$6.98M - $7.53M
|
2.01M
$83.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
172KNew |
$6.76M - $7.29M
|
172K
$7.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
169K+ 26.94% |
$6.62M - $7.15M
|
795K
$32.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
162K+ 12.58% |
$6.36M - $6.86M
|
1.45M
$59.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
161K+ 13.04% |
$6.31M - $6.81M
|
1.39M
$57.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
159KNew |
$6.26M - $6.76M
|
159K
$6.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
156KNew |
$6.13M - $6.61M
|
156K
$6.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
151K+ 21.26% |
$5.91M - $6.38M
|
859K
$35.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
149KNew |
$5.84M - $6.3M
|
149K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
148KNew |
$5.82M - $6.28M
|
148K
$6.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
137K+ 19.39% |
$5.39M - $5.81M
|
844K
$34.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
124K+ 20.71% |
$4.88M - $5.26M
|
724K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 433.71% |
$4.84M - $5.23M
|
152K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
122K+ 2.54% |
$4.8M - $5.18M
|
4.94M
$204M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
121K+ 3.47% |
$4.76M - $5.14M
|
3.62M
$149M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
121KNew |
$4.73M - $5.11M
|
121K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
116K+ 16.84% |
$4.55M - $4.91M
|
804K
$33.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
110K+ 6.75% |
$4.32M - $4.66M
|
1.74M
$71.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
107K+ 22.82% |
$4.21M - $4.54M
|
577K
$23.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
98.3K+ 11.03% |
$3.86M - $4.17M
|
989K
$40.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97.2KNew |
$3.82M - $4.12M
|
97.2K
$4.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
96.7K+ 240.21% |
$3.8M - $4.1M
|
137K
$5.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
91.8KNew |
$3.6M - $3.89M
|
91.8K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
86.7KNew |
$3.4M - $3.67M
|
86.7K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
82.4K+ 42.5% |
$3.24M - $3.49M
|
276K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
81.2K+ 5.78% |
$3.19M - $3.44M
|
1.49M
$61.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
80.9K+ 20.13% |
$3.18M - $3.43M
|
483K
$19.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
79K+ 71.55% |
$3.1M - $3.35M
|
189K
$7.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78.1K+ 2.71% |
$3.07M - $3.31M
|
2.96M
$122M
|