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 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.69K+ 14.29% |
$114K - $124K
|
21.5K
$989K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
81+ 0.21% |
$3.44K - $3.72K
|
38.2K
$1.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.3K+ 2.54% |
$182K - $197K
|
173K
$7.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
23.6K+ 10.85% |
$1M - $1.08M
|
241K
$11.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.03% |
$170 - $184
|
11.7K
$537K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
17.4K+ 1.93% |
$737K - $798K
|
919K
$42.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.35K- 1.88% |
$99.8K - $108K
|
123K
$5.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-76.1K- 12.73% |
$3.23M - $3.5M
|
521K
$24M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.69K+ 0.85% |
$199K - $215K
|
559K
$25.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-9.61K- 11.32% |
$408K - $442K
|
75.3K
$3.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.91K+ 15.9% |
$378K - $409K
|
65K
$2.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.12K- 16.62% |
$89.8K - $97.3K
|
10.6K
$488K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
5.59K+ 5.81% |
$237K - $257K
|
102K
$4.68M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
84+ 0.06% |
$3.56K - $3.86K
|
148K
$6.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-636- 9.68% |
$27K - $29.2K
|
5.94K
$273K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
205+ 0.56% |
$8.7K - $9.42K
|
37.1K
$1.71M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 49.49% |
$3.7M - $4.61M
|
328K
$15.1M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-101K- 48.05% |
$3.42M - $4.26M
|
109K
$4.99M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
24.5K+ 23.85% |
$834K - $1.04M
|
127K
$5.85M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.02K- 53.38% |
$273K - $340K
|
7K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
128KNew |
$4.35M - $5.42M
|
128K
$5.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$157K - $195K
|
4.62K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22K+ 26.01% |
$75.6K - $94.1K
|
10.8K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.5KNew |
$2.3M - $2.86M
|
67.5K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-411- 4.45% |
$14K - $17.4K
|
8.83K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
27.7K+ 90.52% |
$943K - $1.17M
|
58.3K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
171KNew |
$5.8M - $7.22M
|
171K
$7.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.46K- 10.05% |
$49.8K - $62K
|
13.1K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
82New |
$2.79K - $3.47K
|
82
$3.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.19KNew |
$313K - $389K
|
9.19K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
472+ 4.12% |
$16.1K - $20K
|
11.9K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-353- 48.82% |
$12K - $15K
|
370
$17K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.95% |
$34 - $42.4
|
106
$4.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15.4KNew |
$524K - $653K
|
15.4K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$395K - $492K
|
11.6K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.92K+ 0.93% |
$99.3K - $124K
|
316K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.95K+ 0.88% |
$66.3K - $82.5K
|
224K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.15K- 34.11% |
$73K - $90.9K
|
4.15K
$190K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-743- 67.06% |
$25.3K - $31.5K
|
365
$16.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.4K+ 25.16% |
$184K - $229K
|
26.9K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
20.9K+ 41.88% |
$710K - $884K
|
70.7K
$3.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.22K- 98.63% |
$280K - $348K
|
114
$5.24K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-571- 7.9% |
$19.4K - $24.2K
|
6.66K
$306K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
101+ 0.13% |
$3.44K - $4.28K
|
78.1K
$3.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
20.2K+ 38.91% |
$688K - $856K
|
72.1K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
6.05KNew |
$206K - $256K
|
6.05K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-36- 2.91% |
$1.23K - $1.52K
|
1.2K
$55.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-100- 3.98% |
$3.4K - $4.24K
|
2.41K
$111K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
220KNew |
$7.48M - $9.3M
|
220K
$10.1M
|
|