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 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.61K- 52.23% |
$196K - $212K
|
4.22K
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
98.4K+ 86.74% |
$4.17M - $4.52M
|
212K
$9.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
41.5K+ 5.04% |
$1.76M - $1.91M
|
865K
$39.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
48K+ 6.35% |
$2.04M - $2.21M
|
804K
$36.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 1.72% |
$87.3K - $94.6K
|
122K
$5.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 1.18% |
$89.7K - $97.2K
|
176K
$8.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.57K+ 5.65% |
$406K - $440K
|
179K
$8.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
53.4K+ 14.88% |
$2.26M - $2.45M
|
412K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-23.4K- 54.01% |
$994K - $1.08M
|
19.9K
$916K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
68.7K+ 8.9% |
$2.91M - $3.16M
|
841K
$38.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7.58KNew |
$322K - $349K
|
7.58K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 5.01% |
$78.6K - $85.2K
|
35.1K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.59KNew |
$195K - $211K
|
4.59K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.64KNew |
$282K - $305K
|
6.64K
$305K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.93KNew |
$336K - $365K
|
7.93K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-388- 0.98% |
$16.5K - $17.8K
|
39K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
62K+ 12.73% |
$2.63M - $2.85M
|
549K
$25.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
106K+ 11.73% |
$4.5M - $4.88M
|
1.01M
$46.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 0.75% |
$3.39K - $3.68K
|
10.5K
$484K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
227K+ 6.04% |
$9.65M - $10.5M
|
3.99M
$184M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
213+ 9.65% |
$9.04K - $9.79K
|
2.42K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
28.2K+ 88.67% |
$1.2M - $1.3M
|
60K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-145K- 95.54% |
$6.16M - $6.67M
|
6.77K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.74K- 2.96% |
$116K - $126K
|
89.9K
$4.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3.13K- 28.05% |
$133K - $144K
|
8.02K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-76.1K- 6.36% |
$3.23M - $3.5M
|
1.12M
$51.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.33K- 0.63% |
$98.7K - $107K
|
366K
$16.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5+ 0.06% |
$212 - $230
|
8.92K
$410K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-483- 0.86% |
$20.5K - $22.2K
|
55.9K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.14K+ 5595.95% |
$176K - $190K
|
4.22K
$194K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.45K- 32.43% |
$146K - $159K
|
7.19K
$331K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.25K- 9.17% |
$52.9K - $57.3K
|
12.3K
$567K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43.4K+ 10.47% |
$1.84M - $1.99M
|
458K
$21M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
28.9K+ 4.61% |
$1.23M - $1.33M
|
656K
$30.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-347- 1.83% |
$14.7K - $15.9K
|
18.6K
$856K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-999- 0.57% |
$42.4K - $45.9K
|
175K
$8.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.97K+ 2.63% |
$423K - $458K
|
389K
$17.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-898- 6.02% |
$38.1K - $41.3K
|
14K
$644K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-5.64K- 5.78% |
$239K - $259K
|
92K
$4.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
13.8K+ 2.24% |
$586K - $635K
|
632K
$29M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.15K- 3.45% |
$48.6K - $52.6K
|
32K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-46.1K- 3.68% |
$1.96M - $2.12M
|
1.21M
$55.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
23K+ 7.14% |
$977K - $1.06M
|
345K
$15.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-39.9K- 30.62% |
$1.69M - $1.84M
|
90.5K
$4.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9.83K+ 3.77% |
$417K - $452K
|
270K
$12.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
50K+ 6.57% |
$2.12M - $2.3M
|
812K
$37.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-265- 3.06% |
$11.2K - $12.2K
|
8.4K
$386K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.71K+ 1.92% |
$72.4K - $78.5K
|
90.5K
$4.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-224- 2.73% |
$9.5K - $10.3K
|
7.98K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
89.4K+ 4.46% |
$3.79M - $4.11M
|
2.09M
$96.2M
|
|