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 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-3.88K- 5.12% |
$152K - $165K
|
71.9K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.6K- 0.87% |
$181K - $195K
|
521K
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-6.66K- 1.26% |
$261K - $282K
|
522K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-9.18K- 5.61% |
$361K - $389K
|
155K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13.3K- 12.28% |
$524K - $566K
|
95.3K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39.8K- 9.9% |
$1.56M - $1.69M
|
363K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-46.2K- 3.7% |
$1.82M - $1.96M
|
1.2M
$49.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-539K- 84.63% |
$21.2M - $22.8M
|
97.8K
$4.05M
|