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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 8.99% |
$609 - $675
|
206
$8.39K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.08K- 12.97% |
$74.5K - $82.6K
|
14K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$179 - $198
|
20.6K
$839K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.4K+ 13.75% |
$229K - $254K
|
52.9K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
41.1KNew |
$1.47M - $1.63M
|
41.1K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-16.9K- 12.89% |
$606K - $672K
|
114K
$4.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-9- 0.05% |
$322 - $357
|
19.6K
$798K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-184- 0.58% |
$6.59K - $7.3K
|
31.3K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3.58KNew |
$128K - $142K
|
3.58K
$146K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39.9K+ 30.53% |
$1.43M - $1.58M
|
171K
$6.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-60.5K- 35.81% |
$2.17M - $2.4M
|
108K
$4.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-435- 0.22% |
$15.6K - $17.3K
|
199K
$8.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.06M- 59.49% |
$37.8M - $41.9M
|
718K
$29.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7.68K- 6.25% |
$275K - $305K
|
115K
$4.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50+ 0.16% |
$1.79K - $1.98K
|
31.6K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-53.9K- 10.39% |
$1.93M - $2.14M
|
465K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-2.47K- 2.38% |
$88.4K - $98K
|
101K
$4.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.6K+ 81.23% |
$378K - $419K
|
23.6K
$959K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.5K+ 2.36% |
$411K - $455K
|
498K
$20.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-500- 5.01% |
$17.9K - $19.8K
|
9.48K
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
205+ 1.83% |
$7.34K - $8.14K
|
11.4K
$465K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.23K+ 5.71% |
$151K - $168K
|
78.4K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-499- 3.4% |
$17.9K - $19.8K
|
14.2K
$576K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.26K+ 5.72% |
$153K - $169K
|
78.8K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
15.4KNew |
$551K - $611K
|
15.4K
$627K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
228K+ 56.72% |
$8.17M - $9.06M
|
631K
$25.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
277+ 2.22% |
$9.92K - $11K
|
12.8K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.39K- 8.24% |
$157K - $174K
|
48.9K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.45K- 7.87% |
$51.7K - $57.4K
|
16.9K
$689K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.03K- 2.85% |
$144K - $160K
|
137K
$5.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 2.98% |
$646K - $716K
|
625K
$25.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
50K+ 2.7% |
$1.79M - $1.99M
|
1.9M
$77.5M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10.6K- 6.01% |
$380K - $421K
|
166K
$6.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.62K- 7.55% |
$57.8K - $64.1K
|
19.8K
$805K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
12.2K+ 11.61% |
$435K - $483K
|
117K
$4.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22.3K+ 8.95% |
$798K - $885K
|
272K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.0% |
$35.8 - $39.7
|
36.4K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
872+ 0.48% |
$31.2K - $34.6K
|
183K
$7.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
61.5K+ 125.9% |
$2.2M - $2.44M
|
110K
$4.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
41+ 0.21% |
$1.47K - $1.63K
|
19.5K
$793K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.17KNew |
$185K - $205K
|
5.17K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
72.9K+ 11.48% |
$2.61M - $2.89M
|
708K
$28.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.4K+ 38.04% |
$2.7M - $2.99M
|
274K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.2K- 3.52% |
$43K - $47.7K
|
32.9K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22.4K+ 3.82% |
$804K - $891K
|
610K
$24.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.28% |
$823 - $913
|
8.29K
$337K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-25.1K- 3.28% |
$899K - $996K
|
741K
$30.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
365New |
$13.1K - $14.5K
|
365
$14.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22.1K+ 88.75% |
$792K - $878K
|
47K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.68K- 2.74% |
$311K - $345K
|
308K
$12.5M
|