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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
149New |
$5.85K - $6.31K
|
149
$6.15K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-524- 7.97% |
$20.6K - $22.2K
|
6.05K
$250K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.1K+ 27.84% |
$709K - $765K
|
82.9K
$3.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
415New |
$16.3K - $17.6K
|
415
$17.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.7K- 7.29% |
$224K - $241K
|
72.5K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-247- 2.59% |
$9.7K - $10.5K
|
9.3K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-228- 0.33% |
$8.95K - $9.66K
|
67.9K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.08K+ 10.35% |
$357K - $385K
|
96.9K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
404K+ 1193.38% |
$15.9M - $17.1M
|
438K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.1KNew |
$398K - $429K
|
10.1K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.74K+ 5.29% |
$343K - $370K
|
174K
$7.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
424KNew |
$16.6M - $18M
|
424K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.4K+ 1.16% |
$94.2K - $102K
|
210K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99+ 1.96% |
$3.89K - $4.2K
|
5.15K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.98K+ 0.43% |
$117K - $126K
|
695K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
82.4K+ 42.5% |
$3.24M - $3.49M
|
276K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-934- 0.42% |
$36.7K - $39.6K
|
220K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
116K+ 16.84% |
$4.55M - $4.91M
|
804K
$33.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93K+ 71.42% |
$75.7K - $81.7K
|
4.63K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 4.24% |
$456K - $492K
|
285K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.01% |
$78.5 - $84.8
|
26.7K
$1.1M
|
|
|
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 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.58KNew |
$298K - $321K
|
7.58K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
935KNew |
$36.7M - $39.6M
|
935K
$38.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
162New |
$6.36K - $6.87K
|
162
$6.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.53K+ 1.18% |
$217K - $234K
|
474K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.07K+ 9.08% |
$120K - $130K
|
36.8K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
434KNew |
$17.1M - $18.4M
|
434K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
126+ 0.29% |
$4.95K - $5.34K
|
44.2K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
68.1K+ 5.8% |
$2.67M - $2.89M
|
1.24M
$51.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.6K- 2.39% |
$457K - $493K
|
475K
$19.6M
|
|
|
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
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
172KNew |
$6.76M - $7.29M
|
172K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.83K+ 2.78% |
$71.7K - $77.4K
|
67.5K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.44KNew |
$56.7K - $61.2K
|
1.44K
$59.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.5K+ 8.12% |
$2.18M - $2.35M
|
738K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.54K+ 8.78% |
$60.6K - $65.3K
|
19.1K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.16K- 0.75% |
$84.9K - $91.6K
|
288K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
494KNew |
$19.4M - $20.9M
|
494K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
389New |
$15.3K - $16.5K
|
389
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400New |
$15.7K - $17K
|
400
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.2KNew |
$1.34M - $1.45M
|
34.2K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.3K+ 180.2% |
$1.82M - $1.96M
|
72K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.15K+ 2.24% |
$281K - $303K
|
326K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.02% |
$196 - $212
|
32.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-54.6K- 16.55% |
$2.14M - $2.31M
|
275K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-74- 1.21% |
$2.91K - $3.14K
|
6.05K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
148KNew |
$5.82M - $6.28M
|
148K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
44.8KNew |
$1.76M - $1.9M
|
44.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
50.7KNew |
$1.99M - $2.15M
|
50.7K
$2.09M
|