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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.71K+ 13.81% |
$97.1K - $108K
|
22.3K
$910K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.13K- 6.65% |
$255K - $283K
|
100K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.26K+ 1.49% |
$153K - $169K
|
290K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.63MNew |
$58.3M - $64.7M
|
1.63M
$66.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
421+ 2.46% |
$15.1K - $16.7K
|
17.6K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-281- 0.72% |
$10.1K - $11.2K
|
38.8K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.88K+ 4.39% |
$175K - $193K
|
116K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-126- 1.12% |
$4.51K - $5K
|
11.1K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.49K- 4.52% |
$89K - $98.7K
|
52.5K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
47.4K+ 78.77% |
$1.7M - $1.88M
|
107K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-124- 0.77% |
$4.44K - $4.92K
|
16K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.36K- 0.6% |
$48.6K - $53.9K
|
225K
$9.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24MNew |
$44.3M - $49.1M
|
1.24M
$50.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.45K+ 1.99% |
$159K - $176K
|
228K
$9.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.2K+ 52.42% |
$1.08M - $1.2M
|
87.8K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9K+ 5.86% |
$783K - $868K
|
395K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.4K- 5.26% |
$838K - $929K
|
421K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-126- 0.35% |
$4.51K - $5K
|
36.3K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-200- 0.14% |
$7.16K - $7.94K
|
141K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$179 - $198
|
7.34K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.39K- 2.38% |
$193K - $214K
|
221K
$9.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.9K+ 14.79% |
$750K - $831K
|
163K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.8K+ 3.53% |
$1.28M - $1.42M
|
1.05M
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
133KNew |
$4.75M - $5.26M
|
133K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.56K+ 1.18% |
$163K - $181K
|
390K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.64K- 6.84% |
$94.6K - $105K
|
36K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 16.81% |
$51.9K - $57.6K
|
10.1K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.88KNew |
$282K - $313K
|
7.88K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 0.05% |
$358 - $397
|
20.8K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.8K+ 1.94% |
$207K - $230K
|
305K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.83K- 24.02% |
$209K - $232K
|
18.4K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-19- 0.09% |
$680 - $754
|
21K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
343+ 5.13% |
$12.3K - $13.6K
|
7.04K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.53KNew |
$198K - $219K
|
5.53K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.4K+ 4.22% |
$1.02M - $1.13M
|
702K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.36K+ 2.67% |
$48.5K - $53.8K
|
52.1K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
26.9K+ 17.31% |
$962K - $1.07M
|
182K
$7.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.74K+ 6.8% |
$62.3K - $69K
|
27.3K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
191K+ 59.62% |
$6.83M - $7.57M
|
511K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.33K+ 4.57% |
$83.5K - $92.6K
|
53.4K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61.1K+ 4.75% |
$2.19M - $2.43M
|
1.35M
$54.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
53+ 0.16% |
$1.9K - $2.1K
|
33.4K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
13.6K+ 9.32% |
$488K - $541K
|
160K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-153- 0.23% |
$5.48K - $6.07K
|
65.6K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.1K+ 1.22% |
$434K - $481K
|
1.01M
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
14K+ 53.22% |
$501K - $555K
|
40.3K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
13.2K+ 5.17% |
$471K - $522K
|
268K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.85K- 0.98% |
$66.3K - $73.5K
|
188K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.44K- 0.23% |
$51.4K - $57K
|
626K
$25.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-995- 10.09% |
$35.6K - $39.5K
|
8.87K
$361K
|