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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
124K+ 20.71% |
$4.88M - $5.26M
|
724K
$30M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
81.2K+ 5.78% |
$3.19M - $3.44M
|
1.49M
$61.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
80.9K+ 20.13% |
$3.18M - $3.43M
|
483K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
60.6K+ 4.34% |
$2.38M - $2.57M
|
1.46M
$60.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39.9K+ 11.77% |
$1.57M - $1.69M
|
379K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38.4K+ 5.47% |
$1.51M - $1.63M
|
740K
$30.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.7K+ 1.74% |
$1.36M - $1.47M
|
2.04M
$84.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
21.6KNew |
$849K - $916K
|
21.6K
$895K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
19K+ 2.26% |
$747K - $806K
|
860K
$35.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 38.97% |
$720K - $777K
|
65.4K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.7K+ 12.88% |
$579K - $625K
|
129K
$5.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.5KNew |
$492K - $531K
|
12.5K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 48.03% |
$418K - $451K
|
32.8K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.88K+ 9.0% |
$349K - $376K
|
108K
$4.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.62K+ 7.35% |
$142K - $153K
|
52.9K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.43K+ 2.02% |
$135K - $145K
|
173K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.32K+ 1.54% |
$130K - $141K
|
219K
$9.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.3K+ 39.1% |
$129K - $140K
|
11.7K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.76K+ 2.36% |
$109K - $117K
|
120K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.36K+ 1.7% |
$92.5K - $99.8K
|
141K
$5.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.24K+ 0.54% |
$87.8K - $94.8K
|
415K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 2.84% |
$87.8K - $94.7K
|
81.1K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
913+ 0.38% |
$35.9K - $38.7K
|
244K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
749+ 1.14% |
$29.4K - $31.7K
|
66.6K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
361+ 1.25% |
$14.2K - $15.3K
|
29.2K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
304+ 0.4% |
$11.9K - $12.9K
|
75.6K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
298+ 1.38% |
$11.7K - $12.6K
|
21.9K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
245+ 55.81% |
$9.62K - $10.4K
|
684
$28.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
231+ 0.73% |
$9.07K - $9.79K
|
31.8K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
89+ 0.12% |
$3.5K - $3.77K
|
73.2K
$3.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
79+ 0.3% |
$3.1K - $3.35K
|
26.6K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58+ 0.3% |
$2.28K - $2.46K
|
19.5K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.04% |
$1.45K - $1.57K
|
88.2K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.28% |
$1.14K - $1.23K
|
10.5K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.2% |
$982 - $1.06K
|
12.5K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14+ 0.11% |
$550 - $593
|
13.2K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$78.5 - $84.8
|
29.4K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$39.3 - $42.4
|
416
$17.2K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.63MNew |
$58.3M - $64.7M
|
1.63M
$67.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24MNew |
$44.3M - $49.1M
|
1.24M
$51.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
707KNew |
$25.3M - $28.1M
|
707K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
688KNew |
$24.6M - $27.3M
|
688K
$28.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
494K+ 20.72% |
$17.7M - $19.6M
|
2.88M
$119M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
475K+ 23.1% |
$17M - $18.9M
|
2.53M
$105M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
441K+ 10.07% |
$15.8M - $17.5M
|
4.82M
$200M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
228K+ 56.72% |
$8.17M - $9.06M
|
631K
$26.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
196K+ 24.53% |
$7.03M - $7.8M
|
997K
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
191K+ 59.62% |
$6.83M - $7.57M
|
511K
$21.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152K+ 251.31% |
$5.44M - $6.04M
|
213K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
148K+ 8.74% |
$5.29M - $5.86M
|
1.84M
$76.1M
|
|