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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
298+ 1.38% |
$11.7K - $12.6K
|
21.9K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.7K+ 1.74% |
$1.36M - $1.47M
|
2.04M
$84.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.43K- 16.24% |
$56K - $60.4K
|
7.35K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
21.6KNew |
$849K - $916K
|
21.6K
$895K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
89+ 0.12% |
$3.5K - $3.77K
|
73.2K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38.4K+ 5.47% |
$1.51M - $1.63M
|
740K
$30.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.85K- 18.39% |
$112K - $121K
|
12.6K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-47- 0.14% |
$1.85K - $1.99K
|
34.7K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
749+ 1.14% |
$29.4K - $31.7K
|
66.6K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 38.97% |
$720K - $777K
|
65.4K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$78.5 - $84.8
|
29.4K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.24K+ 0.54% |
$87.8K - $94.8K
|
415K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58+ 0.3% |
$2.28K - $2.46K
|
19.5K
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.2% |
$982 - $1.06K
|
12.5K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.62K+ 7.35% |
$142K - $153K
|
52.9K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-46.2K- 3.7% |
$1.82M - $1.96M
|
1.2M
$49.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 1.28% |
$58.9K - $63.6K
|
116K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
913+ 0.38% |
$35.9K - $38.7K
|
244K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 5.12% |
$27.7K - $29.9K
|
13.1K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.7K- 1.4% |
$66.8K - $72.1K
|
120K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39.8K- 9.9% |
$1.56M - $1.69M
|
363K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13.3K- 12.28% |
$524K - $566K
|
95.3K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.43K+ 2.02% |
$135K - $145K
|
173K
$7.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
81.2K+ 5.78% |
$3.19M - $3.44M
|
1.49M
$61.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
60.6K+ 4.34% |
$2.38M - $2.57M
|
1.46M
$60.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
19K+ 2.26% |
$747K - $806K
|
860K
$35.6M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-20- 22.22% |
$785 - $848
|
70
$2.9K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-3.88K- 5.12% |
$152K - $165K
|
71.9K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.7K+ 12.88% |
$579K - $625K
|
129K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.28% |
$1.14K - $1.23K
|
10.5K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14+ 0.11% |
$550 - $593
|
13.2K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.32K+ 1.54% |
$130K - $141K
|
219K
$9.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-539K- 84.63% |
$21.2M - $22.8M
|
97.8K
$4.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-9.18K- 5.61% |
$361K - $389K
|
155K
$6.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.04% |
$1.45K - $1.57K
|
88.2K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
245+ 55.81% |
$9.62K - $10.4K
|
684
$28.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-104- 0.67% |
$4.08K - $4.41K
|
15.4K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.36K+ 1.7% |
$92.5K - $99.8K
|
141K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.3K+ 39.1% |
$129K - $140K
|
11.7K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-163- 1.73% |
$6.4K - $6.91K
|
9.27K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-6.66K- 1.26% |
$261K - $282K
|
522K
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 48.03% |
$418K - $451K
|
32.8K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-483- 2.42% |
$19K - $20.5K
|
19.5K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.76K+ 2.36% |
$109K - $117K
|
120K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
361+ 1.25% |
$14.2K - $15.3K
|
29.2K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.6K- 0.87% |
$181K - $195K
|
521K
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
124K+ 20.71% |
$4.88M - $5.26M
|
724K
$30M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.88K+ 9.0% |
$349K - $376K
|
108K
$4.45M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 2.84% |
$87.8K - $94.7K
|
81.1K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
304+ 0.4% |
$11.9K - $12.9K
|
75.6K
$3.13M
|