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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152K+ 251.31% |
$5.44M - $6.04M
|
213K
$8.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.45K+ 12.27% |
$51.9K - $57.6K
|
13.3K
$540K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
96.7K+ 12.77% |
$3.46M - $3.84M
|
854K
$34.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
158+ 0.17% |
$5.66K - $6.27K
|
91.2K
$3.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.28K+ 21.18% |
$45.8K - $50.8K
|
7.32K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-545- 17.83% |
$19.5K - $21.6K
|
2.51K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18K+ 5.6% |
$645K - $715K
|
340K
$13.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
38.4K+ 3.16% |
$1.37M - $1.52M
|
1.25M
$50.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-113- 0.6% |
$4.05K - $4.48K
|
18.9K
$768K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
79.4K+ 3.11% |
$2.84M - $3.15M
|
2.63M
$107M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
85.7K+ 19.55% |
$3.07M - $3.4M
|
524K
$21.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.41K- 34.54% |
$194K - $215K
|
10.3K
$418K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-334K- 8.33% |
$12M - $13.3M
|
3.68M
$150M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-11.5K- 10.09% |
$413K - $457K
|
103K
$4.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
41+ 0.28% |
$1.47K - $1.63K
|
14.5K
$592K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.37K+ 0.4% |
$121K - $134K
|
841K
$34.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
12.1K+ 5.93% |
$433K - $480K
|
216K
$8.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$35.8 - $39.7
|
415
$16.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.33K- 2.4% |
$83.5K - $92.6K
|
94.9K
$3.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
32.8K+ 4.87% |
$1.17M - $1.3M
|
705K
$28.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.6KNew |
$560K - $621K
|
15.6K
$637K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-320- 2.87% |
$11.5K - $12.7K
|
10.8K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 10.88% |
$72.5K - $80.4K
|
16.6K
$675K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.61K+ 5.7% |
$57.5K - $63.7K
|
29.8K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
SELL
|
- |
-2.63K- 1.69% |
$94.1K - $104K
|
153K
$6.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
494K+ 20.72% |
$17.7M - $19.6M
|
2.88M
$117M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13.7K+ 7.46% |
$490K - $543K
|
197K
$8.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.68KNew |
$239K - $265K
|
6.68K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.4K+ 2.67% |
$801K - $888K
|
860K
$35M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.2K+ 5.33% |
$364K - $404K
|
201K
$8.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.34K- 1.35% |
$83.8K - $93K
|
171K
$6.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.63K- 3.97% |
$94.3K - $105K
|
63.8K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.02% |
$71.6 - $79.4
|
9.73K
$396K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.21K- 0.19% |
$43.2K - $47.9K
|
637K
$25.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
679+ 7.04% |
$24.3K - $26.9K
|
10.3K
$420K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 2.27% |
$97.7K - $108K
|
118K
$4.79M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 0.73% |
$55.6K - $61.6K
|
213K
$8.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-96.9K- 9.81% |
$3.47M - $3.84M
|
891K
$36.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
23+ 0.27% |
$823 - $913
|
8.46K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.57K+ 4.36% |
$92.1K - $102K
|
61.6K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 77.6% |
$620K - $687K
|
39.6K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.05K+ 20.4% |
$145K - $161K
|
23.9K
$973K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-19.3K- 16.17% |
$692K - $768K
|
100K
$4.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
14.1KNew |
$505K - $560K
|
14.1K
$575K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
441K+ 10.07% |
$15.8M - $17.5M
|
4.82M
$196M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.61K+ 7.07% |
$344K - $381K
|
146K
$5.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 20.34% |
$655K - $726K
|
108K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
493+ 7.19% |
$17.6K - $19.6K
|
7.35K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.54K- 1.58% |
$91K - $101K
|
158K
$6.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.11K- 5.2% |
$147K - $163K
|
74.9K
$3.05M
|