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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
757KNew |
$25.8M - $32.1M
|
757K
$32.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
314+ 2.17% |
$10.7K - $13.3K
|
14.8K
$637K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-156- 0.37% |
$5.31K - $6.61K
|
41.5K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.56M+ 56.12% |
$53M - $66M
|
4.33M
$187M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-15.1K- 4.1% |
$514K - $639K
|
353K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.05K- 5.02% |
$172K - $214K
|
95.5K
$4.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 2.84% |
$385K - $479K
|
410K
$17.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
606+ 0.08% |
$20.6K - $25.7K
|
796K
$34.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.74K+ 9.98% |
$297K - $370K
|
96.3K
$4.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.76K- 21.74% |
$93.8K - $117K
|
9.92K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-16.5K- 56.04% |
$562K - $699K
|
12.9K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
324K+ 54.49% |
$11M - $13.7M
|
918K
$39.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-2.96K- 1.94% |
$101K - $126K
|
150K
$6.46M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.55K+ 1.19% |
$86.9K - $108K
|
217K
$9.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
58.7K+ 22.78% |
$2M - $2.49M
|
316K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.9K+ 8.02% |
$98.8K - $123K
|
39.1K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72K+ 3.7% |
$195K - $242K
|
160K
$6.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-61- 0.64% |
$2.08K - $2.58K
|
9.45K
$408K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-3.27K- 6.47% |
$111K - $139K
|
47.3K
$2.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
12.6KNew |
$428K - $533K
|
12.6K
$543K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.86K+ 2.8% |
$233K - $291K
|
252K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
31+ 0.15% |
$1.06K - $1.31K
|
21.2K
$914K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-215- 51.56% |
$7.32K - $9.11K
|
202
$8.73K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
42.9K+ 8.39% |
$1.46M - $1.82M
|
554K
$24M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-43.4K- 31.36% |
$1.48M - $1.84M
|
95K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-2.64K- 0.45% |
$89.8K - $112K
|
586K
$25.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.71MNew |
$92.2M - $115M
|
2.71M
$117M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
97+ 1.14% |
$3.3K - $4.11K
|
8.64K
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16- 0.12% |
$545 - $678
|
13.1K
$567K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.17K+ 1.81% |
$73.9K - $92K
|
122K
$5.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 6.17% |
$446K - $555K
|
199K
$8.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.77K- 5.03% |
$60.4K - $75.1K
|
33.5K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
42.1K+ 6.94% |
$1.43M - $1.78M
|
649K
$28M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
22+ 0.22% |
$749 - $932
|
9.84K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.36K+ 4.7% |
$182K - $227K
|
119K
$5.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-10.9K- 1.79% |
$371K - $461K
|
598K
$25.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
206+ 2.53% |
$7.01K - $8.73K
|
8.35K
$361K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.33K+ 1.58% |
$215K - $268K
|
407K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12K+ 8.59% |
$409K - $508K
|
152K
$6.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40K- 24.22% |
$1.36M - $1.69M
|
125K
$5.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
16.2KNew |
$550K - $684K
|
16.2K
$698K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
711K+ 58.04% |
$24.2M - $30.1M
|
1.94M
$83.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.66KNew |
$227K - $282K
|
6.66K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
209+ 1.67% |
$7.11K - $8.85K
|
12.7K
$550K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.46K- 14.49% |
$220K - $274K
|
38.1K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.31K+ 1.02% |
$78.7K - $98K
|
228K
$9.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.33KNew |
$318K - $395K
|
9.33K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.43K+ 7.37% |
$48.7K - $60.6K
|
20.8K
$900K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-915- 0.99% |
$31.1K - $38.8K
|
91.3K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
96.9K+ 8.05% |
$3.3M - $4.11M
|
1.3M
$56.2M
|