Latest Institutional Transactions on Dimensional ETF Tr (DFAU)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.69K- 62.11% |
$57.5K - $71.6K
|
1.03K
$44.5K
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
21+ 0.25% |
$715 - $890
|
8.29K
$358K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
21.7KNew |
$739K - $920K
|
21.7K
$939K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-394K- 79.02% |
$13.4M - $16.7M
|
105K
$4.52M
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
510+ 0.56% |
$17.4K - $21.6K
|
91.2K
$3.94M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-955- 11.02% |
$32.5K - $40.5K
|
7.71K
$333K
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-31K- 9.89% |
$1.05M - $1.31M
|
282K
$12.2M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 20.31% |
$2.38M - $2.96M
|
414K
$17.9M
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.11K- 17.65% |
$106K - $132K
|
14.5K
$627K
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-67.4K- 8.07% |
$2.29M - $2.85M
|
768K
$33.2M
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-102K- 4.54% |
$3.46M - $4.3M
|
2.13M
$92.2M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.21K- 1.35% |
$41.3K - $51.4K
|
89K
$3.84M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
74.6K+ 19.34% |
$2.54M - $3.16M
|
460K
$19.9M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.93K+ 17.83% |
$304K - $378K
|
59K
$2.55M
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.27% |
$613 - $762
|
6.74K
$291K
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
425+ 0.56% |
$14.5K - $18K
|
76K
$3.29M
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
31.3K+ 21.59% |
$1.06M - $1.32M
|
176K
$7.61M
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-84- 0.06% |
$2.86K - $3.56K
|
140K
$6.07M
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.19K+ 3.1% |
$40.3K - $50.2K
|
39.4K
$1.7M
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
20.1K+ 10.59% |
$683K - $849K
|
209K
$9.05M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-38- 33.93% |
$1.29K - $1.61K
|
74
$3.2K
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
11.2K+ 7.09% |
$380K - $473K
|
169K
$7.3M
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.01K+ 0.64% |
$34.3K - $42.7K
|
159K
$6.89M
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-27- 0.03% |
$919 - $1.14K
|
83.6K
$3.61M
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-192- 2.67% |
$6.54K - $8.13K
|
7K
$302K
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-22.1K- 23.26% |
$751K - $934K
|
72.8K
$3.14M
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
34K+ 7.6% |
$1.16M - $1.44M
|
482K
$20.8M
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.03K- 0.56% |
$35.1K - $43.6K
|
184K
$7.93M
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
996+ 0.4% |
$33.9K - $42.2K
|
252K
$10.9M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.79K- 21.45% |
$265K - $330K
|
28.5K
$1.23M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.9K+ 3.8% |
$779K - $969K
|
626K
$27M
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 14.1% |
$915K - $1.14M
|
217K
$9.4M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.7% |
$20.4K - $25.4K
|
22.8K
$986K
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.21K- 4.24% |
$41.3K - $51.4K
|
27.4K
$1.19M
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
369+ 1.36% |
$12.6K - $15.6K
|
27.4K
$1.19M
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-295K- 7.86% |
$10.1M - $12.5M
|
3.46M
$150M
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.37% |
$4.36K - $5.42K
|
34.6K
$1.5M
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-31.8K- 2.47% |
$1.08M - $1.35M
|
1.25M
$54.2M
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.38K+ 7.09% |
$183K - $228K
|
81.2K
$3.51M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.24K- 20.31% |
$110K - $137K
|
12.7K
$548K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
648+ 4.36% |
$22.1K - $27.4K
|
15.5K
$670K
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
14K+ 1.95% |
$477K - $594K
|
733K
$31.7M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
97.3K+ 17.71% |
$3.31M - $4.12M
|
647K
$27.9M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.19K- 1.2% |
$40.5K - $50.4K
|
97.6K
$4.22M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$383K - $477K
|
11.3K
$487K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
78+ 1.29% |
$2.66K - $3.3K
|
6.13K
$265K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-298- 1.68% |
$10.1K - $12.6K
|
17.4K
$752K
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-3.38K- 0.53% |
$115K - $143K
|
636K
$27.5M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$408 - $508
|
12
$519
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
99.2K+ 205.48% |
$3.38M - $4.2M
|
148K
$6.38M
|