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 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-60- 0.63% |
$2.36K - $2.54K
|
9.51K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-74- 1.21% |
$2.91K - $3.14K
|
6.05K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 0.22% |
$3.85K - $4.15K
|
44.4K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 1.12% |
$3.89K - $4.2K
|
8.77K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-104- 0.67% |
$4.08K - $4.41K
|
15.4K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-108- 0.3% |
$4.24K - $4.58K
|
35.7K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-132- 0.1% |
$5.18K - $5.59K
|
133K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-142- 0.39% |
$5.58K - $6.02K
|
36.3K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.02% |
$6.09K - $6.57K
|
15K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-163- 1.73% |
$6.4K - $6.91K
|
9.27K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-228- 0.33% |
$8.95K - $9.66K
|
67.9K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 2.52% |
$9.39K - $10.1K
|
9.24K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-240- 2.34% |
$9.42K - $10.2K
|
10K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-247- 2.59% |
$9.7K - $10.5K
|
9.3K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-290- 0.1% |
$11.4K - $12.3K
|
304K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-336- 3.97% |
$13.2K - $14.2K
|
8.12K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-363- 1.38% |
$14.3K - $15.4K
|
25.9K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-397- 2.39% |
$15.6K - $16.8K
|
16.2K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-434- 5.23% |
$17K - $18.4K
|
7.86K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-438- 0.81% |
$17.2K - $18.6K
|
53.3K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-450- 0.87% |
$17.7K - $19.1K
|
51.1K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-451- 14.62% |
$17.7K - $19.1K
|
2.63K
$108K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-453- 15.05% |
$17.8K - $19.2K
|
2.56K
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-482- 48.64% |
$18.9K - $20.4K
|
509
$20.8K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-483- 2.42% |
$19K - $20.5K
|
19.5K
$795K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-524- 7.97% |
$20.6K - $22.2K
|
6.05K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-596- 1.21% |
$23.4K - $25.3K
|
48.8K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-596- 5.77% |
$23.4K - $25.3K
|
9.73K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-658- 1.25% |
$25.8K - $27.9K
|
51.8K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-660- 6.1% |
$25.9K - $28K
|
10.2K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-680- 3.27% |
$26.7K - $28.8K
|
20.1K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 5.12% |
$27.7K - $29.9K
|
13.1K
$534K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-826- 2.4% |
$32.4K - $35K
|
33.6K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-888- 3.01% |
$34.9K - $37.6K
|
28.6K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-934- 0.42% |
$36.7K - $39.6K
|
220K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.02K- 2.65% |
$39.9K - $43.1K
|
37.3K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.43K- 16.24% |
$56K - $60.4K
|
7.35K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 4.57% |
$56.2K - $60.6K
|
29.9K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.49K- 3.64% |
$58.7K - $63.3K
|
39.6K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 1.28% |
$58.9K - $63.6K
|
116K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.51K- 1.5% |
$59.4K - $64.1K
|
99.5K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 1.2% |
$64.6K - $69.7K
|
136K
$5.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.7K- 1.4% |
$66.8K - $72.1K
|
120K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.04% |
$69.4K - $74.8K
|
169K
$6.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.79K- 0.55% |
$70.3K - $75.9K
|
322K
$13.2M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.93K- 5.33% |
$75.9K - $81.9K
|
34.3K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2K- 13.45% |
$78.5K - $84.8K
|
12.9K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.05K- 95.75% |
$80.4K - $86.8K
|
91
$3.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.05K- 2.0% |
$80.6K - $87K
|
101K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.16K- 0.75% |
$84.9K - $91.6K
|
288K
$11.8M
|