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 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 1.92% |
$42.7K - $46.2K
|
53.3K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-343- 3.16% |
$14.6K - $15.8K
|
10.5K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
24.3K+ 2.36% |
$1.03M - $1.11M
|
1.05M
$48.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-349- 4.21% |
$14.8K - $16K
|
7.95K
$365K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
109KNew |
$4.61M - $5M
|
109K
$5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.1K- 13.09% |
$936K - $1.01M
|
147K
$6.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19+ 0.27% |
$806 - $873
|
7.16K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7.88K+ 17.63% |
$334K - $362K
|
52.5K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.35K- 4.93% |
$57.4K - $62.2K
|
26.1K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.57K- 83.63% |
$406K - $440K
|
1.87K
$86.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
86+ 1.0% |
$3.65K - $3.95K
|
8.73K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
97+ 0.66% |
$4.11K - $4.46K
|
14.8K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.88K- 4.53% |
$79.7K - $86.4K
|
39.6K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.5K+ 100.8% |
$571K - $618K
|
26.8K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.2KNew |
$50.8K - $55K
|
1.2K
$55K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
75.8K+ 2.8% |
$3.21M - $3.48M
|
2.79M
$128M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.26% |
$806 - $873
|
7.45K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.39K+ 1.44% |
$356K - $385K
|
590K
$27.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.55% |
$382 - $414
|
1.63K
$74.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.06K+ 0.13% |
$44.9K - $48.7K
|
814K
$37.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
147KNew |
$6.22M - $6.74M
|
147K
$6.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7K+ 88.6% |
$582K - $631K
|
29.2K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
25+ 0.21% |
$1.06K - $1.15K
|
11.9K
$549K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1- -0.0% |
$42.4 - $46
|
26.2K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21.3K- 4.63% |
$904K - $979K
|
439K
$20.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-252- 4.11% |
$10.7K - $11.6K
|
5.87K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.18KNew |
$220K - $238K
|
5.18K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.79K+ 1.2% |
$75.7K - $82K
|
151K
$6.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.62K+ 1.49% |
$323K - $350K
|
521K
$23.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
10K+ 7.18% |
$425K - $461K
|
150K
$6.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.02KNew |
$128K - $139K
|
3.02K
$139K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
168K+ 3.87% |
$7.11M - $7.7M
|
4.5M
$207M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-796- 1.96% |
$33.8K - $36.6K
|
39.7K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-12.5K- 1.97% |
$532K - $576K
|
624K
$28.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.76K+ 1.56% |
$160K - $173K
|
246K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 2.48% |
$431K - $467K
|
399K
$18.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.9K+ 21.0% |
$1.35M - $1.46M
|
184K
$8.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
43+ 0.26% |
$1.82K - $1.98K
|
16.5K
$756K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
42.9K+ 13.55% |
$1.82M - $1.97M
|
359K
$16.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-920- 9.27% |
$39K - $42.3K
|
9K
$414K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-12.7K- 17.14% |
$540K - $585K
|
61.5K
$2.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
144K+ 4.15% |
$6.09M - $6.6M
|
3.61M
$166M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
79.3K+ 34.52% |
$3.37M - $3.65M
|
309K
$14.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.12% |
$509 - $552
|
9.85K
$453K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
101K+ 24.14% |
$4.3M - $4.66M
|
522K
$24M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 8.91% |
$764 - $827
|
220
$10.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-501- 1.78% |
$21.3K - $23K
|
27.7K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3.36K- 3.39% |
$143K - $155K
|
95.9K
$4.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 2.37% |
$89.3K - $96.7K
|
86.8K
$3.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-3.22K- 34.09% |
$137K - $148K
|
6.23K
$286K
|
|