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 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.27% |
$613 - $762
|
6.74K
$291K
|
|
|
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
|
Hardy Reed LLC
|
SELL
|
- |
-84- 0.06% |
$2.86K - $3.56K
|
140K
$6.07M
|
|
|
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
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
425+ 0.56% |
$14.5K - $18K
|
76K
$3.29M
|
|
|
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
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.93K+ 17.83% |
$304K - $378K
|
59K
$2.55M
|
|
|
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
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
20.1K+ 10.59% |
$683K - $849K
|
209K
$9.05M
|
|
|
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
|
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
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.7% |
$20.4K - $25.4K
|
22.8K
$986K
|
|
|
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
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 14.1% |
$915K - $1.14M
|
217K
$9.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.9K+ 3.8% |
$779K - $969K
|
626K
$27M
|
|
|
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
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-295K- 7.86% |
$10.1M - $12.5M
|
3.46M
$150M
|
|
|
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
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.37% |
$4.36K - $5.42K
|
34.6K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
97.3K+ 17.71% |
$3.31M - $4.12M
|
647K
$27.9M
|
|
|
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
|
Merit Financial Group, LLC
|
BUY
|
- |
648+ 4.36% |
$22.1K - $27.4K
|
15.5K
$670K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.24K- 20.31% |
$110K - $137K
|
12.7K
$548K
|
|
|
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 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
78+ 1.29% |
$2.66K - $3.3K
|
6.13K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$383K - $477K
|
11.3K
$487K
|
|
|
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
|
My Personal Cfo, LLC
|
BUY
|
- |
25.6K+ 19.09% |
$872K - $1.09M
|
160K
$6.91M
|
|
|
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
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$170 - $212
|
20.6K
$891K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-26.1K- 2.79% |
$890K - $1.11M
|
909K
$39.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-2.39K- 3.7% |
$81.3K - $101K
|
62.1K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.34K+ 2.1% |
$79.7K - $99.2K
|
114K
$4.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.41KNew |
$184K - $229K
|
5.41K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-575- 8.98% |
$19.6K - $24.4K
|
5.83K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-1.58K- 0.47% |
$53.9K - $67.1K
|
336K
$14.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 44.14% |
$294K - $366K
|
28.2K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$846K - $1.05M
|
24.9K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.02MNew |
$68.8M - $85.6M
|
2.02M
$87.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-52- 0.16% |
$1.77K - $2.2K
|
33.2K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 2.94% |
$86.4K - $108K
|
88.8K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.88K- 4.14% |
$98.1K - $122K
|
66.6K
$2.88M
|