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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$492 - $550
|
13
$562
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.62K+ 19.72% |
$364K - $407K
|
58.4K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28- 0.2% |
$1.06K - $1.18K
|
14.1K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
861+ 2.53% |
$32.6K - $36.4K
|
34.8K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
22.9K+ 11.5% |
$867K - $969K
|
222K
$9.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.21KNew |
$235K - $262K
|
6.21K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.32K- 43.17% |
$277K - $310K
|
9.64K
$417K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
668+ 12.82% |
$25.3K - $28.2K
|
5.88K
$254K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.95KNew |
$73.7K - $82.3K
|
1.95K
$84.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.85K- 44.48% |
$259K - $290K
|
8.55K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-5.41K- 5.65% |
$205K - $229K
|
90.4K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-49K- 4.96% |
$1.86M - $2.07M
|
940K
$40.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29.8K- 5.91% |
$1.13M - $1.26M
|
475K
$20.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7.76K- 2.05% |
$293K - $328K
|
371K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
37.1K+ 40.59% |
$1.4M - $1.57M
|
129K
$5.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-5.37K- 15.18% |
$203K - $227K
|
30K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.4KNew |
$356K - $397K
|
9.4K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
41.4K+ 5.83% |
$1.57M - $1.75M
|
751K
$32.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
32K+ 7.71% |
$1.21M - $1.35M
|
447K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.12K- 11.05% |
$42.5K - $47.4K
|
9.04K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-234- 6.11% |
$8.85K - $9.9K
|
3.6K
$155K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.6K+ 5.61% |
$589K - $658K
|
293K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.93KNew |
$338K - $378K
|
8.93K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4+ 0.05% |
$151 - $169
|
8.17K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
592+ 6.38% |
$22.4K - $25K
|
9.87K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
15+ 0.13% |
$568 - $634
|
11.9K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.28K+ 40.2% |
$162K - $181K
|
14.9K
$644K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-437- 3.32% |
$16.5K - $18.5K
|
12.7K
$550K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.52K- 28.42% |
$95.4K - $107K
|
6.35K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-88.1K- 88.34% |
$3.33M - $3.73M
|
11.6K
$502K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
535+ 0.66% |
$20.2K - $22.6K
|
81.6K
$3.53M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
27+ 23.28% |
$1.02K - $1.14K
|
143
$6.18K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6.17K- 52.64% |
$234K - $261K
|
5.55K
$240K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-303K- 65.18% |
$11.9M - $12.9M
|
162K
$7.01M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.04K+ 155.67% |
$198K - $213K
|
8.27K
$357K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.93K- 5.33% |
$75.9K - $81.9K
|
34.3K
$1.48M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
149New |
$5.85K - $6.31K
|
149
$6.44K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
415New |
$16.3K - $17.6K
|
415
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.58KNew |
$298K - $321K
|
7.58K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
162New |
$6.36K - $6.87K
|
162
$7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-934- 0.42% |
$36.7K - $39.6K
|
220K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.1KNew |
$398K - $429K
|
10.1K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
424KNew |
$16.6M - $18M
|
424K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99+ 1.96% |
$3.89K - $4.2K
|
5.15K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
389New |
$15.3K - $16.5K
|
389
$16.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.2KNew |
$1.34M - $1.45M
|
34.2K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12- 1.47% |
$471 - $509
|
803
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.02% |
$6.09K - $6.57K
|
15K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.45K+ 1.64% |
$135K - $146K
|
214K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.81KNew |
$228K - $246K
|
5.81K
$251K
|
|