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, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-3.38K- 0.53% |
$115K - $143K
|
636K
$27.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$408 - $508
|
12
$519
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
99.2K+ 205.48% |
$3.38M - $4.2M
|
148K
$6.38M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.6K+ 19.09% |
$872K - $1.09M
|
160K
$6.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$170 - $212
|
20.6K
$891K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.34K+ 2.1% |
$79.7K - $99.2K
|
114K
$4.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-26.1K- 2.79% |
$890K - $1.11M
|
909K
$39.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-2.39K- 3.7% |
$81.3K - $101K
|
62.1K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.41KNew |
$184K - $229K
|
5.41K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 44.14% |
$294K - $366K
|
28.2K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-575- 8.98% |
$19.6K - $24.4K
|
5.83K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-1.58K- 0.47% |
$53.9K - $67.1K
|
336K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$846K - $1.05M
|
24.9K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.02MNew |
$68.8M - $85.6M
|
2.02M
$87.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-52- 0.16% |
$1.77K - $2.2K
|
33.2K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 2.94% |
$86.4K - $108K
|
88.8K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.88K- 4.14% |
$98.1K - $122K
|
66.6K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.1K+ 2.62% |
$447K - $556K
|
515K
$22.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-25- 0.23% |
$851 - $1.06K
|
10.9K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-335K- 19.7% |
$11.4M - $14.2M
|
1.37M
$59M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
350K+ 328.18% |
$11.9M - $14.8M
|
457K
$19.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.83KNew |
$267K - $332K
|
7.83K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-10.6K- 4.64% |
$361K - $450K
|
218K
$9.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.03% |
$136 - $169
|
11.7K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.21K+ 24.18% |
$245K - $305K
|
37K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
71+ 0.1% |
$2.42K - $3.01K
|
71.8K
$3.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
500+ 4.91% |
$17K - $21.2K
|
10.7K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-5.44K- 45.92% |
$185K - $231K
|
6.41K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.3K+ 2.26% |
$112K - $140K
|
149K
$6.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
559+ 1.55% |
$19K - $23.7K
|
36.5K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
11KNew |
$374K - $466K
|
11K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.17KNew |
$176K - $219K
|
5.17K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-106K- 4.79% |
$3.62M - $4.5M
|
2.11M
$91.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
97.5KNew |
$3.32M - $4.13M
|
97.5K
$4.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-106K- 42.55% |
$3.6M - $4.48M
|
143K
$6.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.54K- 46.49% |
$154K - $192K
|
5.22K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.38K+ 12715.52% |
$251K - $312K
|
7.43K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
11.4K+ 0.42% |
$387K - $481K
|
2.71M
$117M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.9KNew |
$372K - $463K
|
10.9K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
89.4K+ 9.52% |
$3.04M - $3.79M
|
1.03M
$44.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
22.7K+ 6.58% |
$773K - $962K
|
368K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
34.8K+ 4.47% |
$1.18M - $1.47M
|
812K
$35.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 1.04% |
$40.8K - $50.8K
|
114K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-309- 1.17% |
$10.5K - $13.1K
|
26.2K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
614+ 6.27% |
$20.9K - $26K
|
10.4K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
72.5K+ 47.83% |
$2.47M - $3.07M
|
224K
$9.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
28+ 0.28% |
$953 - $1.19K
|
9.95K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-310- 2.52% |
$10.6K - $13.1K
|
12K
$517K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 2.31% |
$532K - $663K
|
694K
$30M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-250- 1.91% |
$8.51K - $10.6K
|
12.8K
$555K
|