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, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
176+ 0.15% |
$7.47K - $8.09K
|
118K
$5.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.75K- 12.06% |
$117K - $126K
|
20.1K
$922K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.01MNew |
$297M - $322M
|
7.01M
$322M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55.8K+ 6.69% |
$2.36M - $2.56M
|
889K
$40.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 0.04% |
$1.19K - $1.29K
|
64.5K
$2.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 124.16% |
$1.12M - $1.22M
|
47.7K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
91K+ 10.01% |
$3.86M - $4.18M
|
1M
$46M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
137New |
$5.81K - $6.3K
|
137
$6.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.19K- 28.01% |
$93.1K - $101K
|
5.64K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
191+ 0.89% |
$8.1K - $8.78K
|
21.7K
$995K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
222+ 2.05% |
$9.42K - $10.2K
|
11K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.46K- 10.03% |
$61.8K - $66.9K
|
13.1K
$600K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-4.12K- 19.49% |
$175K - $190K
|
17K
$783K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-663- 0.92% |
$28.1K - $30.5K
|
71.1K
$3.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.08K- 1.29% |
$45.6K - $49.5K
|
82.5K
$3.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 18.1% |
$733K - $794K
|
113K
$5.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14K+ 1.71% |
$596K - $646K
|
838K
$38.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.99K+ 2.83% |
$424K - $459K
|
363K
$16.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
68+ 0.2% |
$2.88K - $3.13K
|
34.7K
$1.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 0.07% |
$1.06K - $1.15K
|
36.4K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.12% |
$84.8 - $91.9
|
1.66K
$76.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
56.1K+ 2.63% |
$2.38M - $2.58M
|
2.19M
$101M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
393+ 3.06% |
$16.7K - $18.1K
|
13.2K
$608K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
771+ 1.33% |
$32.7K - $35.4K
|
58.8K
$2.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.43K+ 1.09% |
$103K - $112K
|
227K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.21KNew |
$221K - $239K
|
5.21K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-5.8K- 6.36% |
$246K - $267K
|
85.4K
$3.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.17K- 1.99% |
$49.8K - $53.9K
|
57.9K
$2.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-879- 2.12% |
$37.3K - $40.4K
|
40.6K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-6.89K- 4.84% |
$292K - $317K
|
135K
$6.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-359- 6.94% |
$15.2K - $16.5K
|
4.81K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.7K+ 3.5% |
$453K - $490K
|
315K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.01K- 2.76% |
$85.1K - $92.1K
|
70.7K
$3.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.93K+ 0.51% |
$294K - $318K
|
1.37M
$63.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-18.2K- 6.44% |
$771K - $835K
|
264K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-759- 6.41% |
$32.2K - $34.9K
|
11.1K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
30.3KNew |
$1.29M - $1.39M
|
30.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
30.7K+ 22.32% |
$1.3M - $1.41M
|
168K
$7.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 0.56% |
$255 - $276
|
1.07K
$49.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-3.52K- 1.05% |
$149K - $162K
|
333K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-904- 1.11% |
$38.3K - $41.5K
|
80.3K
$3.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.92K- 3.09% |
$209K - $226K
|
155K
$7.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.67% |
$42.4 - $46
|
150
$6.89K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-69.8K- 9.52% |
$2.96M - $3.21M
|
663K
$30.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
26+ 0.26% |
$1.1K - $1.19K
|
9.98K
$458K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-95- 0.74% |
$4.03K - $4.37K
|
12.8K
$588K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
33.7K+ 4.85% |
$1.43M - $1.55M
|
728K
$33.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.9K+ 3.98% |
$208K - $225K
|
128K
$5.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.99K+ 66.31% |
$254K - $275K
|
15K
$690K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 7.78% |
$4.26M - $4.62M
|
1.19M
$54.7M
|
|