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 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
112KNew |
$3.18M - $3.48M
|
112K
$4.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$44.4K - $48.7K
|
1.57K
$64K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.26K+ 22.78% |
$177K - $194K
|
33.7K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.03K- 43.6% |
$199K - $218K
|
9.09K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-5.55K- 37.78% |
$157K - $172K
|
9.13K
$372K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.17MNew |
$32.9M - $36.1M
|
1.17M
$47.4M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 3.07% |
$672 - $741
|
840
$34.2K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
51.6KNew |
$1.39M - $1.53M
|
51.6K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
179+ 25.61% |
$4.81K - $5.31K
|
878
$35.7K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
16.9KNew |
$455K - $502K
|
16.9K
$689K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
40.1K+ 25.13% |
$1.08M - $1.19M
|
200K
$8.14M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$281K - $310K
|
10.5K
$425K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-35- 1.17% |
$940 - $1.04K
|
2.96K
$121K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.75KNew |
$101K - $111K
|
3.75K
$153K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
978+ 1.25% |
$26.3K - $29K
|
79.5K
$3.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
500+ 5.21% |
$13.4K - $14.8K
|
10.1K
$411K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
455K+ 12.31% |
$12.2M - $13.5M
|
4.15M
$169M
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.09KNew |
$204K - $233K
|
8.09K
$329K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.6KNew |
$116K - $133K
|
4.6K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.53KNew |
$241K - $275K
|
9.53K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
38.2K+ 81.33% |
$965K - $1.1M
|
85.3K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9New |
$227 - $259
|
9
$366
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-18.5K- 75.94% |
$466K - $532K
|
5.85K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
78KNew |
$1.97M - $2.25M
|
78K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.49KNew |
$189K - $216K
|
7.49K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-3.27K- 19.95% |
$82.5K - $94.2K
|
13.1K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 30.39% |
$82.2K - $93.9K
|
14K
$569K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
16.5KNew |
$415K - $475K
|
16.5K
$670K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.67K+ 32.12% |
$168K - $192K
|
27.4K
$1.12M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-101K- 52.26% |
$2.54M - $3.05M
|
92.4K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.89K- 25.29% |
$72.7K - $87.1K
|
8.54K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-2.1K- 17.15% |
$52.8K - $63.3K
|
10.1K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.66K+ 25.74% |
$66.9K - $80.2K
|
13K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
196K+ 218.67% |
$4.93M - $5.91M
|
286K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
418K+ 1000.14% |
$10.5M - $12.6M
|
460K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.16K+ 15.19% |
$29.1K - $34.9K
|
8.78K
$357K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.47K- 86.64% |
$37K - $44.4K
|
227
$9.24K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
51.1KNew |
$1.29M - $1.54M
|
51.1K
$2.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$1.71K - $2.05K
|
68
$2.77K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13KNew |
$28.3K - $33.9K
|
1.13K
$45.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-254K- 76.32% |
$6.39M - $7.66M
|
78.8K
$3.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-821K- 87.1% |
$20.6M - $24.7M
|
122K
$4.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
4.54K+ 9.46% |
$114K - $137K
|
52.6K
$2.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.04KNew |
$127K - $152K
|
5.04K
$205K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-24.3K- 7.56% |
$611K - $732K
|
297K
$12.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.34K+ 94.76% |
$185K - $221K
|
15.1K
$614K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.3MClosed |
$59.1M - $73.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.71KNew |
$224K - $277K
|
8.71K
$355K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.2KClosed |
$313K - $388K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-179KClosed |
$4.59M - $5.67M
|
0
$0
|
|