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 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-247- 2.59% |
$9.7K - $10.5K
|
9.3K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-290- 0.1% |
$11.4K - $12.3K
|
304K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-336- 3.97% |
$13.2K - $14.2K
|
8.12K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-363- 1.38% |
$14.3K - $15.4K
|
25.9K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-397- 2.39% |
$15.6K - $16.8K
|
16.2K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-434- 5.23% |
$17K - $18.4K
|
7.86K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-438- 0.81% |
$17.2K - $18.6K
|
53.3K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-450- 0.87% |
$17.7K - $19.1K
|
51.1K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-451- 14.62% |
$17.7K - $19.1K
|
2.63K
$109K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-453- 15.05% |
$17.8K - $19.2K
|
2.56K
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-482- 48.64% |
$18.9K - $20.4K
|
509
$21K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-483- 2.42% |
$19K - $20.5K
|
19.5K
$804K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-524- 7.97% |
$20.6K - $22.2K
|
6.05K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-596- 5.77% |
$23.4K - $25.3K
|
9.73K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-596- 1.21% |
$23.4K - $25.3K
|
48.8K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-658- 1.25% |
$25.8K - $27.9K
|
51.8K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-660- 6.1% |
$25.9K - $28K
|
10.2K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-680- 3.27% |
$26.7K - $28.8K
|
20.1K
$830K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 5.12% |
$27.7K - $29.9K
|
13.1K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-888- 3.01% |
$34.9K - $37.6K
|
28.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-934- 0.42% |
$36.7K - $39.6K
|
220K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.02K- 2.65% |
$39.9K - $43.1K
|
37.3K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.43K- 16.24% |
$56K - $60.4K
|
7.35K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 4.57% |
$56.2K - $60.6K
|
29.9K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.49K- 3.64% |
$58.7K - $63.3K
|
39.6K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 1.28% |
$58.9K - $63.6K
|
116K
$4.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.51K- 1.5% |
$59.4K - $64.1K
|
99.5K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 1.2% |
$64.6K - $69.7K
|
136K
$5.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.7K- 1.4% |
$66.8K - $72.1K
|
120K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.04% |
$69.4K - $74.8K
|
169K
$6.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.79K- 0.55% |
$70.3K - $75.9K
|
322K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2K- 13.45% |
$78.5K - $84.8K
|
12.9K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.05K- 95.75% |
$80.4K - $86.8K
|
91
$3.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.05K- 2.0% |
$80.6K - $87K
|
101K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.16K- 0.75% |
$84.9K - $91.6K
|
288K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.27K- 10.14% |
$88.9K - $96K
|
20.1K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.33K- 2.02% |
$91.5K - $98.7K
|
113K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 1.25% |
$93.4K - $101K
|
188K
$7.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.38K- 10.11% |
$93.5K - $101K
|
21.2K
$874K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.47K- 3.88% |
$97.1K - $105K
|
61.3K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.77K- 1.02% |
$109K - $117K
|
269K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.82K- 2.92% |
$111K - $119K
|
93.7K
$3.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.84K- 0.56% |
$111K - $120K
|
508K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.85K- 18.39% |
$112K - $121K
|
12.6K
$521K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 32.74% |
$135K - $146K
|
7.07K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.7K- 28.49% |
$145K - $157K
|
9.3K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-3.88K- 5.12% |
$152K - $165K
|
71.9K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.12K- 10.6% |
$162K - $174K
|
34.7K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.21K- 2.35% |
$165K - $178K
|
175K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4.21K- 3.22% |
$165K - $178K
|
126K
$5.21M
|