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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9K+ 24.82% |
$526K - $588K
|
69.9K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
211K+ 28.55% |
$7.98M - $8.92M
|
949K
$41M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.1KNew |
$647K - $723K
|
17.1K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 56.56% |
$381K - $426K
|
7.74K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.2KNew |
$728K - $814K
|
19.2K
$832K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
8.01KNew |
$303K - $339K
|
8.01K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-476- 1.28% |
$18K - $20.1K
|
36.8K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.91K+ 224.42% |
$224K - $250K
|
8.54K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
53.1K+ 4.28% |
$2.01M - $2.25M
|
1.29M
$55.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
162K+ 39.05% |
$6.12M - $6.84M
|
576K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.85K+ 0.71% |
$108K - $121K
|
402K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3+ 0.42% |
$114 - $127
|
723
$31.2K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
76+ 0.14% |
$2.88K - $3.21K
|
55.1K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.16K- 9.19% |
$81.9K - $91.5K
|
21.4K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.24K+ 13.41% |
$274K - $306K
|
61.2K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-235K- 17.9% |
$8.91M - $9.96M
|
1.08M
$46.7M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
44+ 0.13% |
$1.66K - $1.86K
|
33.6K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
160+ 0.36% |
$6.05K - $6.77K
|
44.9K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.9K- 46.91% |
$487K - $544K
|
14.6K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
189K+ 260.89% |
$7.15M - $7.99M
|
261K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.59K+ 91.13% |
$211K - $236K
|
11.7K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
52.4K+ 2.73% |
$1.98M - $2.22M
|
1.98M
$85.4M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.58K+ 22.57% |
$97.5K - $109K
|
14K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.1K- 60.22% |
$1.03M - $1.15M
|
17.9K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 8.3% |
$644K - $720K
|
222K
$9.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67KNew |
$2.54M - $2.83M
|
67K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-75.2K- 11.44% |
$2.84M - $3.18M
|
582K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
313KNew |
$11.8M - $13.2M
|
313K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-917- 2.07% |
$34.7K - $38.8K
|
43.3K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.33K- 4.37% |
$88.2K - $98.6K
|
51.1K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
109K+ 22.15% |
$4.14M - $4.63M
|
603K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-27.7K- 5.3% |
$1.05M - $1.17M
|
495K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 9.97% |
$500K - $559K
|
119K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-233- 3.85% |
$8.82K - $9.85K
|
5.82K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
282+ 0.74% |
$10.7K - $11.9K
|
38.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
97.5K+ 61.17% |
$3.69M - $4.12M
|
257K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.57KNew |
$173K - $193K
|
4.57K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-209- 14.47% |
$7.91K - $8.84K
|
1.24K
$53.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.7K- 96.7% |
$1.5M - $1.68M
|
1.36K
$58.6K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.07K- 0.9% |
$40.3K - $45K
|
117K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-34.8K- 1.88% |
$1.32M - $1.47M
|
1.81M
$78.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.29K- 2.46% |
$162K - $181K
|
170K
$7.33M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
5.24K+ 14.23% |
$198K - $222K
|
42.1K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
10.6KNew |
$401K - $448K
|
10.6K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.93K+ 1.95% |
$224K - $251K
|
310K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.4K+ 5.15% |
$1.57M - $1.75M
|
846K
$36.5M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.01% |
$75.7 - $84.6
|
14.6K
$632K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13.1K- 70.95% |
$495K - $553K
|
5.35K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-243K- 32.53% |
$9.19M - $10.3M
|
504K
$21.8M
|