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 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
707KNew |
$25.3M - $28.1M
|
707K
$28.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 1.4% |
$7.23K - $8.02K
|
14.6K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 3.75% |
$445K - $493K
|
344K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-519- 4.05% |
$18.6K - $20.6K
|
12.3K
$501K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-76.8K- 4.03% |
$2.75M - $3.05M
|
1.83M
$74.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.57K- 2.07% |
$56.1K - $62.2K
|
74.2K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
695New |
$24.9K - $27.6K
|
695
$28.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-28.7K- 13.14% |
$1.03M - $1.14M
|
190K
$7.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
51.3K+ 10.8% |
$1.84M - $2.04M
|
527K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 7.65% |
$1.6M - $1.78M
|
631K
$25.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 85.94% |
$1.97K - $2.18K
|
9
$366
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
29.7K+ 8.03% |
$1.06M - $1.18M
|
400K
$16.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.8K- 5.55% |
$100K - $111K
|
47.6K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.6K+ 21.84% |
$593K - $658K
|
92.4K
$3.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19+ 0.15% |
$680 - $754
|
12.9K
$524K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
72K+ 16.37% |
$2.58M - $2.86M
|
512K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.05% |
$35.8 - $39.7
|
1.94K
$79.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-14.2K- 23.37% |
$508K - $564K
|
46.6K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.5K+ 14.21% |
$2.17M - $2.4M
|
487K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.25K+ 13.63% |
$44.7K - $49.5K
|
10.4K
$424K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
50+ 0.44% |
$1.79K - $1.98K
|
11.4K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.75K+ 33.47% |
$134K - $149K
|
15K
$609K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.1K+ 1.15% |
$504K - $559K
|
1.24M
$50.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
107New |
$3.83K - $4.25K
|
107
$4.36K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
27.4K+ 1.76% |
$981K - $1.09M
|
1.58M
$64.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-14K- 7.25% |
$501K - $556K
|
179K
$7.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
475K+ 23.1% |
$17M - $18.9M
|
2.53M
$103M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
$251 - $278
|
6.55K
$266K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5- 0.06% |
$179 - $198
|
8.68K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-310- 3.98% |
$11.1K - $12.3K
|
7.48K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
6K+ 1.02% |
$215K - $238K
|
593K
$24.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
86.7K+ 4.53% |
$3.11M - $3.44M
|
2M
$81.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
12.7K+ 2.73% |
$455K - $505K
|
478K
$19.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.8K+ 12.64% |
$2.03M - $2.26M
|
507K
$20.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
20.5K+ 6.44% |
$735K - $815K
|
340K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-255- 17.5% |
$9.13K - $10.1K
|
1.2K
$48.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
18.1K+ 4.0% |
$648K - $718K
|
470K
$19.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
260+ 0.94% |
$9.31K - $10.3K
|
28K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8.75KNew |
$313K - $347K
|
8.75K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
248+ 8.3% |
$8.88K - $9.84K
|
3.24K
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.75K+ 4.16% |
$206K - $228K
|
144K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.72K+ 6.58% |
$97.5K - $108K
|
44.1K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25+ 0.27% |
$895 - $992
|
9.28K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.63K- 45.1% |
$309K - $342K
|
10.5K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
196K+ 24.53% |
$7.03M - $7.8M
|
997K
$40.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
126K+ 3.73% |
$4.5M - $4.99M
|
3.5M
$142M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
214+ 0.6% |
$7.66K - $8.49K
|
35.9K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.79K- 2.81% |
$99.9K - $111K
|
96.6K
$3.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
28+ 0.28% |
$1K - $1.11K
|
9.87K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-114- 0.38% |
$4.08K - $4.52K
|
29.5K
$1.2M
|