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 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.65K- 3.54% |
$90.2K - $112K
|
72.1K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.27K+ 3.55% |
$43.1K - $53.7K
|
36.9K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.1K+ 0.81% |
$37.6K - $46.8K
|
137K
$5.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-567- 0.41% |
$19.3K - $24K
|
138K
$5.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.04K+ 3.64% |
$69.3K - $86.3K
|
58K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-360- 5.93% |
$12.3K - $15.2K
|
5.71K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.69K- 16.12% |
$126K - $156K
|
19.2K
$830K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
56.2K+ 3.6% |
$1.91M - $2.38M
|
1.62M
$69.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11.4K- 11.82% |
$387K - $482K
|
84.9K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
78+ 1.2% |
$2.66K - $3.3K
|
6.57K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.5K- 2.37% |
$424K - $528K
|
513K
$22.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.69K+ 16.25% |
$330K - $411K
|
69.3K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-9.18K- 8.47% |
$312K - $389K
|
99.2K
$4.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.34K- 2.04% |
$45.7K - $56.8K
|
64.4K
$2.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2+ 0.09% |
$68.1 - $84.7
|
2.35K
$102K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
17.5K+ 205.48% |
$597K - $742K
|
26.1K
$1.13M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
770+ 6.35% |
$26.2K - $32.6K
|
12.9K
$557K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.54K+ 3.65% |
$121K - $150K
|
101K
$4.35M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.1K+ 29.36% |
$1.16M - $1.44M
|
150K
$6.48M
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.62K- 56.1% |
$251K - $280K
|
5.18K
$224K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.8K+ 23.94% |
$751K - $839K
|
103K
$4.44M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
91.8KNew |
$3.47M - $3.88M
|
91.8K
$3.97M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
86.1K+ 43.43% |
$3.26M - $3.64M
|
284K
$12.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.53K- 12.2% |
$57.9K - $64.7K
|
11K
$476K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
680K+ 2375.37% |
$25.7M - $28.8M
|
709K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.24K+ 6.44% |
$236K - $264K
|
103K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.76K+ 2.45% |
$105K - $117K
|
116K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.54K- 5.24% |
$134K - $150K
|
63.9K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
52.1K+ 11.99% |
$1.97M - $2.2M
|
487K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.7K- 35.36% |
$2.03M - $2.27M
|
98.1K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.91K+ 1.25% |
$223K - $250K
|
480K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.72K+ 5.32% |
$103K - $115K
|
53.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03K+ 3.83% |
$76.9K - $86K
|
55.1K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48K+ 31.6% |
$245K - $274K
|
27K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.96K+ 1.8% |
$188K - $210K
|
281K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- 0.01% |
$37.8 - $42.3
|
9.3K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.83K+ 11.95% |
$221K - $247K
|
54.6K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.2K+ 3.63% |
$652K - $729K
|
492K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 25.49% |
$44.6K - $49.9K
|
3.45K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
355+ 0.49% |
$13.4K - $15K
|
72.8K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-20.9K- 2.23% |
$789K - $882K
|
914K
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.92K+ 4.73% |
$375K - $419K
|
220K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.6K+ 2.79% |
$1.08M - $1.21M
|
1.06M
$45.6M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.0% |
$37.8 - $42.3
|
26.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 0.7% |
$2.46K - $2.75K
|
9.24K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-10.9K- 66.6% |
$412K - $461K
|
5.46K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.38KNew |
$204K - $228K
|
5.38K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 2.89% |
$759K - $849K
|
675K
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 75.0% |
$11.4K - $12.7K
|
700
$30.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
807+ 1.12% |
$30.5K - $34.1K
|
72.8K
$3.15M
|
|