Latest Institutional Purchases of Dimensional ETF Tr (DFAU)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.71MNew |
$92.2M - $115M
|
2.71M
$117M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.02MNew |
$68.8M - $85.6M
|
2.02M
$87.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.56M+ 56.12% |
$53M - $66M
|
4.33M
$187M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
757KNew |
$25.8M - $32.1M
|
757K
$32.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
711K+ 58.04% |
$24.2M - $30.1M
|
1.94M
$83.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
350K+ 328.18% |
$11.9M - $14.8M
|
457K
$19.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
324K+ 54.49% |
$11M - $13.7M
|
918K
$39.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
99.2K+ 205.48% |
$3.38M - $4.2M
|
148K
$6.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
97.5KNew |
$3.32M - $4.13M
|
97.5K
$4.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
97.3K+ 17.71% |
$3.31M - $4.12M
|
647K
$27.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
96.9K+ 8.05% |
$3.3M - $4.11M
|
1.3M
$56.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
89.4K+ 9.52% |
$3.04M - $3.79M
|
1.03M
$44.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
74.6K+ 19.34% |
$2.54M - $3.16M
|
460K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
72.5K+ 47.83% |
$2.47M - $3.07M
|
224K
$9.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
58.7K+ 22.78% |
$2M - $2.49M
|
316K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
56.2K+ 3.6% |
$1.91M - $2.38M
|
1.62M
$69.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
42.9K+ 8.39% |
$1.46M - $1.82M
|
554K
$24M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
42.1K+ 6.94% |
$1.43M - $1.78M
|
649K
$28M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
34.8K+ 4.47% |
$1.18M - $1.47M
|
812K
$35.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.1K+ 29.36% |
$1.16M - $1.44M
|
150K
$6.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
31.3K+ 21.59% |
$1.06M - $1.32M
|
176K
$7.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 14.1% |
$915K - $1.14M
|
217K
$9.4M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.6K+ 19.09% |
$872K - $1.09M
|
160K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$846K - $1.05M
|
24.9K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22.9K+ 3.8% |
$779K - $969K
|
626K
$27M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
22.7K+ 6.58% |
$773K - $962K
|
368K
$15.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
20.1K+ 10.59% |
$683K - $849K
|
209K
$9.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
17.5K+ 205.48% |
$597K - $742K
|
26.1K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
16.2KNew |
$550K - $684K
|
16.2K
$698K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 2.31% |
$532K - $663K
|
694K
$30M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
14K+ 1.95% |
$477K - $594K
|
733K
$31.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
13.1K+ 2.62% |
$447K - $556K
|
515K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
12.6KNew |
$428K - $533K
|
12.6K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12K+ 8.59% |
$409K - $508K
|
152K
$6.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
11.4K+ 0.42% |
$387K - $481K
|
2.71M
$117M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 2.84% |
$385K - $479K
|
410K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.3KNew |
$383K - $477K
|
11.3K
$487K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
11KNew |
$374K - $466K
|
11K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.9KNew |
$372K - $463K
|
10.9K
$473K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.69K+ 16.25% |
$330K - $411K
|
69.3K
$3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.33KNew |
$318K - $395K
|
9.33K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.93K+ 17.83% |
$304K - $378K
|
59K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.74K+ 9.98% |
$297K - $370K
|
96.3K
$4.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 44.14% |
$294K - $366K
|
28.2K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.83KNew |
$267K - $332K
|
7.83K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.38K+ 12715.52% |
$251K - $312K
|
7.43K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.21K+ 24.18% |
$245K - $305K
|
37K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.86K+ 2.8% |
$233K - $291K
|
252K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.66KNew |
$227K - $282K
|
6.66K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.33K+ 1.58% |
$215K - $268K
|
407K
$17.6M
|