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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
683K+ 13.82% |
$25.9M - $28.9M
|
5.63M
$243M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
680K+ 2375.37% |
$25.7M - $28.8M
|
709K
$30.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
392K+ 12.48% |
$14.8M - $16.6M
|
3.53M
$153M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
313KNew |
$11.8M - $13.2M
|
313K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
295KNew |
$11.2M - $12.5M
|
295K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
264KNew |
$10M - $11.2M
|
264K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
252K+ 8.52% |
$9.53M - $10.6M
|
3.21M
$139M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
211K+ 28.55% |
$7.98M - $8.92M
|
949K
$41M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
194K+ 9.62% |
$7.33M - $8.19M
|
2.21M
$95.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
189K+ 260.89% |
$7.15M - $7.99M
|
261K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
189K+ 31.7% |
$7.15M - $7.99M
|
785K
$33.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
168K+ 19.51% |
$6.34M - $7.08M
|
1.03M
$44.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
162K+ 39.05% |
$6.12M - $6.84M
|
576K
$24.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
154K+ 26.0% |
$5.81M - $6.5M
|
744K
$32.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
151KNew |
$5.72M - $6.39M
|
151K
$6.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
145K+ 34.15% |
$5.5M - $6.15M
|
571K
$24.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
135K+ 9.66% |
$5.09M - $5.69M
|
1.53M
$66M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
133K+ 70.38% |
$5.04M - $5.64M
|
323K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
122K+ 7.0% |
$4.61M - $5.15M
|
1.86M
$80.4M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
109K+ 22.15% |
$4.14M - $4.63M
|
603K
$26.1M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
106K+ 115959.34% |
$3.99M - $4.46M
|
106K
$4.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104KNew |
$3.92M - $4.38M
|
104K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
97.5K+ 61.17% |
$3.69M - $4.12M
|
257K
$11.1M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
91.8KNew |
$3.47M - $3.88M
|
91.8K
$3.97M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
86.1K+ 43.43% |
$3.26M - $3.64M
|
284K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
75.2K+ 7.06% |
$2.84M - $3.18M
|
1.14M
$49.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
67.2K+ 28.61% |
$2.54M - $2.84M
|
302K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67KNew |
$2.54M - $2.83M
|
67K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
57.9K+ 33.64% |
$2.19M - $2.45M
|
230K
$9.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
57.4K+ 5.67% |
$2.17M - $2.43M
|
1.07M
$46.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
57K+ 145.5% |
$2.16M - $2.41M
|
96.2K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
56.1K+ 9.72% |
$2.12M - $2.37M
|
633K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
53.1K+ 4.28% |
$2.01M - $2.25M
|
1.29M
$55.9M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
52.4K+ 2.73% |
$1.98M - $2.22M
|
1.98M
$85.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
52.1K+ 11.99% |
$1.97M - $2.2M
|
487K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
51.5K+ 5.35% |
$1.95M - $2.18M
|
1.01M
$43.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
49.2K+ 7.38% |
$1.86M - $2.08M
|
716K
$30.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
46.6KNew |
$1.76M - $1.97M
|
46.6K
$2.01M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.4K+ 5.15% |
$1.57M - $1.75M
|
846K
$36.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
37.1K+ 40.59% |
$1.4M - $1.57M
|
129K
$5.56M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.8K+ 29.51% |
$1.36M - $1.52M
|
157K
$6.8M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35.1K+ 4.73% |
$1.33M - $1.49M
|
778K
$33.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
35K+ 146.09% |
$1.32M - $1.48M
|
59K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.4K+ 44.72% |
$1.23M - $1.37M
|
105K
$4.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
32K+ 7.71% |
$1.21M - $1.35M
|
447K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.1K+ 10.21% |
$1.1M - $1.23M
|
314K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.6K+ 2.79% |
$1.08M - $1.21M
|
1.06M
$45.6M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
28.5K+ 9.78% |
$1.08M - $1.21M
|
320K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.6K+ 10.96% |
$1.01M - $1.13M
|
270K
$11.7M
|