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 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.2K+ 3.29% |
$290K - $339K
|
319K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.29KNew |
$237K - $277K
|
8.29K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-37- 0.07% |
$1.06K - $1.23K
|
54.7K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.78K- 91.23% |
$251K - $293K
|
844
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7+ 0.13% |
$200 - $234
|
5.54K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.57KNew |
$188K - $219K
|
6.57K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 2.71% |
$343 - $400
|
431
$17.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.83KNew |
$252K - $295K
|
8.83K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6KNew |
$731K - $853K
|
25.6K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.99KNew |
$200K - $233K
|
6.99K
$285K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.42% |
$372 - $434
|
3.11K
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.7KNew |
$48.6K - $56.7K
|
1.7K
$69.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$174K - $203K
|
6.07K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.13KNew |
$118K - $138K
|
4.13K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.99K- 7.68% |
$56.9K - $66.5K
|
24K
$975K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21.8KNew |
$622K - $726K
|
21.8K
$886K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.27K+ 4.2% |
$64.8K - $75.7K
|
56.3K
$2.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.6KNew |
$103K - $120K
|
3.6K
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
237+ 27.27% |
$6.77K - $7.91K
|
1.11K
$45K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.1KNew |
$376K - $439K
|
13.1K
$535K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-697- 8.86% |
$19.9K - $23.3K
|
7.17K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.06K- 2.06% |
$202K - $236K
|
337K
$13.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.5KNew |
$186K - $217K
|
6.5K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.85KNew |
$196K - $229K
|
6.85K
$279K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-57.7KClosed |
$1.72M - $1.85M
|
0
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
720New |
$21.4K - $23.1K
|
720
$29.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-747- 9.48% |
$22.3K - $24K
|
7.13K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.95K+ 28.43% |
$58.1K - $62.7K
|
8.81K
$359K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.66K- 21.01% |
$49.3K - $53.2K
|
6.22K
$253K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.75K- 10.29% |
$52K - $56.1K
|
15.2K
$620K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17KNew |
$64.6K - $69.7K
|
2.17K
$88.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
7.46K+ 147.18% |
$222K - $240K
|
12.5K
$510K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.37K+ 14.12% |
$130K - $140K
|
35.3K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
993New |
$29.6K - $31.9K
|
993
$40.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.02K+ 0.88% |
$30.3K - $32.7K
|
117K
$4.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 21.35% |
$58.2K - $62.8K
|
7.2K
$293K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-294K- 53.21% |
$8.3M - $9.1M
|
258K
$10.5M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.98KClosed |
$84K - $92.2K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.7KNew |
$48K - $52.7K
|
1.7K
$69.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4K+ 51.6% |
$407K - $446K
|
42.3K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-859- 1.75% |
$24.3K - $26.6K
|
48.3K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
15.3KNew |
$432K - $474K
|
15.3K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
940+ 9.63% |
$26.6K - $29.1K
|
10.7K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.82KNew |
$193K - $211K
|
6.82K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.21KNew |
$62.4K - $68.4K
|
2.21K
$89.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82.9K- 90.14% |
$2.34M - $2.57M
|
9.07K
$369K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1.66KNew |
$46.9K - $51.4K
|
1.66K
$67.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.58K+ 58.09% |
$186K - $204K
|
17.9K
$729K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.74KNew |
$191K - $209K
|
6.74K
$275K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-667- 5.82% |
$18.8K - $20.7K
|
10.8K
$440K
|
|