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 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.67K+ 32.12% |
$168K - $192K
|
27.4K
$1.13M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.16K+ 15.19% |
$29.1K - $34.9K
|
8.78K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
418K+ 1000.14% |
$10.5M - $12.6M
|
460K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
196K+ 218.67% |
$4.93M - $5.91M
|
286K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.66K+ 25.74% |
$66.9K - $80.2K
|
13K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-2.1K- 17.15% |
$52.8K - $63.3K
|
10.1K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.89K- 25.29% |
$72.7K - $87.1K
|
8.54K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-101K- 52.26% |
$2.54M - $3.05M
|
92.4K
$3.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.47K- 86.64% |
$37K - $44.4K
|
227
$9.37K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
51.1KNew |
$1.29M - $1.54M
|
51.1K
$2.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$1.71K - $2.05K
|
68
$2.81K
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-254K- 76.32% |
$6.39M - $7.66M
|
78.8K
$3.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-821K- 87.1% |
$20.6M - $24.7M
|
122K
$5.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
4.54K+ 9.46% |
$114K - $137K
|
52.6K
$2.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.04KNew |
$127K - $152K
|
5.04K
$208K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-24.3K- 7.56% |
$611K - $732K
|
297K
$12.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.34K+ 94.76% |
$185K - $221K
|
15.1K
$623K
|
|
| 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
$360K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.2KClosed |
$313K - $388K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$323K - $400K
|
12.6K
$520K
|
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-179KClosed |
$4.59M - $5.67M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$46K - $57K
|
1.79K
$74K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-485- 4.7% |
$12.5K - $15.4K
|
9.84K
$406K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.6KNew |
$299K - $370K
|
11.6K
$480K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-8.94KClosed |
$230K - $284K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
176KNew |
$4.52M - $5.59M
|
176K
$7.26M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$306K - $379K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6.83KClosed |
$176K - $217K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 10.58% |
$34.2K - $42.4K
|
11.3K
$465K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
50.7K+ 87.78% |
$1.3M - $1.61M
|
109K
$4.48M
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
145KNew |
$3.73M - $4.62M
|
145K
$6M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-34Closed |
$873 - $1.08K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9KClosed |
$263K - $299K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-31Closed |
$905 - $1.03K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-15.1KClosed |
$441K - $503K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1Closed |
$29.2 - $33.2
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.32KClosed |
$243K - $276K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-33Closed |
$963 - $1.1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
50New |
$1.46K - $1.66K
|
50
$2.06K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5.25K- 54.96% |
$153K - $174K
|
4.3K
$178K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.45KClosed |
$188K - $214K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-900Closed |
$26.3K - $29.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-900Closed |
$26.3K - $29.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.29KNew |
$190K - $209K
|
6.29K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13KClosed |
$391K - $429K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-404KClosed |
$12.2M - $13.4M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-1.46MClosed |
$44M - $48.3M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
729New |
$22K - $24.2K
|
729
$30.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.19KClosed |
$35.9K - $39.4K
|
0
$0
|
|