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
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.88K+ 9.0% |
$349K - $376K
|
108K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.87KNew |
$348K - $376K
|
8.87K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.74K+ 5.29% |
$343K - $370K
|
174K
$7.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.48KNew |
$333K - $359K
|
8.48K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8.27K+ 4.98% |
$325K - $350K
|
174K
$7.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
8.17KNew |
$321K - $346K
|
8.17K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.15K+ 8.9% |
$320K - $345K
|
99.7K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.07KNew |
$317K - $342K
|
8.07K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.9KNew |
$310K - $335K
|
7.9K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.58KNew |
$298K - $321K
|
7.58K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.18KNew |
$282K - $304K
|
7.18K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.15K+ 2.24% |
$281K - $303K
|
326K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.85K+ 1.09% |
$269K - $290K
|
638K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.65K+ 21.05% |
$261K - $282K
|
38.2K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.34K+ 1.27% |
$249K - $269K
|
505K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
6.14KNew |
$241K - $260K
|
6.14K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.13KNew |
$241K - $260K
|
6.13K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.07K+ 3.05% |
$238K - $257K
|
205K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.81KNew |
$228K - $246K
|
5.81K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5.71K+ 0.96% |
$224K - $242K
|
599K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.55K+ 37.11% |
$218K - $235K
|
20.5K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.53K+ 1.18% |
$217K - $234K
|
474K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.43K+ 77.19% |
$213K - $230K
|
12.5K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.28KNew |
$207K - $224K
|
5.28K
$216K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5.22KNew |
$205K - $221K
|
5.22K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$205K - $221K
|
5.21K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.16K+ 93.3% |
$202K - $218K
|
10.7K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.09K+ 27.59% |
$200K - $216K
|
23.5K
$962K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.04K+ 155.67% |
$198K - $213K
|
8.27K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.01KNew |
$197K - $212K
|
5.01K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.99K+ 10.2% |
$196K - $211K
|
53.9K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.88K+ 1.01% |
$192K - $207K
|
487K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.66K+ 2.73% |
$183K - $197K
|
175K
$7.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
3.83KNew |
$150K - $162K
|
3.83K
$157K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.62K+ 7.35% |
$142K - $153K
|
52.9K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.45K+ 1.64% |
$135K - $146K
|
214K
$8.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.43K+ 2.02% |
$135K - $145K
|
173K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.42K+ 1.7% |
$134K - $145K
|
205K
$8.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.37K+ 3.14% |
$132K - $143K
|
111K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.32K+ 1.54% |
$130K - $141K
|
219K
$8.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.3K+ 39.1% |
$129K - $140K
|
11.7K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.07K+ 9.08% |
$120K - $130K
|
36.8K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.98K+ 2.31% |
$117K - $126K
|
132K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.98K+ 0.43% |
$117K - $126K
|
695K
$28.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.88K+ 4.13% |
$113K - $122K
|
72.5K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.76K+ 2.36% |
$109K - $117K
|
120K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.57KNew |
$101K - $109K
|
2.57K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.4K+ 1.16% |
$94.2K - $102K
|
210K
$8.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.36K+ 1.7% |
$92.5K - $99.8K
|
141K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.33K+ 1.6% |
$91.5K - $98.7K
|
148K
$6.05M
|