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 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
43.9K+ 8.11% |
$1.57M - $1.74M
|
585K
$23.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
18.8K+ 3.98% |
$675K - $748K
|
492K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57K- 4.42% |
$2.04M - $2.26M
|
1.23M
$50.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-11.5K- 1.59% |
$413K - $458K
|
715K
$29.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-299- 0.09% |
$10.7K - $11.9K
|
324K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
75+ 0.09% |
$2.69K - $2.98K
|
79.7K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$143 - $159
|
180K
$7.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
110+ 0.89% |
$3.94K - $4.37K
|
12.5K
$509K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.75K+ 9.42% |
$62.6K - $69.5K
|
20.3K
$828K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
33.9K+ 6.86% |
$1.21M - $1.35M
|
528K
$21.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.4K+ 41.84% |
$909K - $1.01M
|
86K
$3.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 2.75% |
$7.98K - $8.85K
|
7.87K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
943+ 0.23% |
$33.8K - $37.4K
|
402K
$16.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.83K+ 2.31% |
$137K - $152K
|
170K
$6.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.83KNew |
$65.4K - $72.5K
|
1.83K
$74.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.3K- 15.88% |
$619K - $686K
|
91.6K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.83K- 1.01% |
$137K - $152K
|
375K
$15.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
48K+ 61.59% |
$1.72M - $1.91M
|
126K
$5.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.17KNew |
$185K - $205K
|
5.17K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.19K- 0.93% |
$42.7K - $47.4K
|
127K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.45K+ 9.02% |
$195K - $216K
|
65.9K
$2.68M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16K+ 14.88% |
$571K - $633K
|
123K
$5.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.41K- 1.81% |
$86.1K - $95.5K
|
130K
$5.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.95K- 4.76% |
$105K - $117K
|
58.9K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.87K+ 6.32% |
$210K - $233K
|
98.7K
$4.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.74K- 3.61% |
$97.9K - $109K
|
73.1K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.24% |
$71.6 - $79.4
|
830
$33.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 0.93% |
$135K - $149K
|
399K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
43.7K+ 3.52% |
$1.56M - $1.73M
|
1.29M
$52.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$95.7K - $106K
|
2.67K
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
120K+ 9.34% |
$4.3M - $4.76M
|
1.4M
$57.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-329- 42.84% |
$11.8K - $13.1K
|
439
$17.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.2K+ 6.24% |
$150K - $167K
|
71.5K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
87K+ 12.34% |
$3.11M - $3.45M
|
792K
$32.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.71K+ 4.15% |
$97.2K - $108K
|
68.1K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.9KNew |
$532K - $590K
|
14.9K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
966+ 0.23% |
$34.6K - $38.3K
|
413K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.5K+ 13.42% |
$1.7M - $1.89M
|
402K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
33.9K+ 2.49% |
$1.21M - $1.35M
|
1.4M
$56.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.05K+ 2250.55% |
$73.3K - $81.3K
|
2.14K
$87.1K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-15.3K- 16.79% |
$547K - $607K
|
75.8K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-238- 1.09% |
$8.52K - $9.45K
|
21.6K
$877K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-838- 7.38% |
$30K - $33.3K
|
10.5K
$428K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
57+ 0.05% |
$2.04K - $2.26K
|
122K
$4.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 3.17% |
$812K - $900K
|
692K
$28.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.7K+ 3.71% |
$311K - $345K
|
243K
$9.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18.8K+ 5.88% |
$674K - $748K
|
339K
$13.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 10000.0% |
$3.58K - $3.97K
|
101
$4.11K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.55K- 22.53% |
$91.4K - $101K
|
8.78K
$357K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
2+ 0.01% |
$71.6 - $79.4
|
13.8K
$560K
|