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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24.2K+ 483.01% |
$915K - $1.02M
|
29.2K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23K+ 8.0% |
$871K - $974K
|
311K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
22.9K+ 11.5% |
$867K - $969K
|
222K
$9.59M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
21.2K+ 3.89% |
$801K - $896K
|
566K
$24.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.9K+ 15.4% |
$790K - $883K
|
156K
$6.76M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20.8K+ 21.43% |
$788K - $881K
|
118K
$5.1M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.8K+ 23.94% |
$751K - $839K
|
103K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.2KNew |
$728K - $814K
|
19.2K
$832K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.4K+ 5.1% |
$696K - $778K
|
379K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
18.3K+ 23.27% |
$692K - $773K
|
96.9K
$4.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
17.5K+ 13.88% |
$663K - $741K
|
144K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.2K+ 3.63% |
$652K - $729K
|
492K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.1KNew |
$647K - $723K
|
17.1K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 8.3% |
$644K - $720K
|
222K
$9.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16.9KNew |
$638K - $713K
|
16.9K
$729K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
16.6K+ 7.55% |
$627K - $701K
|
236K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
15.9K+ 1.85% |
$601K - $671K
|
876K
$37.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.6K+ 5.61% |
$589K - $658K
|
293K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
14.8KNew |
$561K - $627K
|
14.8K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9K+ 24.82% |
$526K - $588K
|
69.9K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13.3K+ 7.13% |
$502K - $561K
|
199K
$8.61M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
12.6K+ 8.49% |
$477K - $534K
|
161K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.1K+ 2.76% |
$457K - $511K
|
450K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.9K+ 0.99% |
$450K - $502K
|
1.22M
$52.6M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11K+ 15.43% |
$416K - $465K
|
82.3K
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.9K+ 5.47% |
$411K - $459K
|
209K
$9.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
10.6K+ 8.8% |
$402K - $449K
|
131K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
10.6KNew |
$401K - $448K
|
10.6K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 2.05% |
$390K - $435K
|
513K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.92K+ 4.73% |
$375K - $419K
|
220K
$9.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.62K+ 19.72% |
$364K - $407K
|
58.4K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.4KNew |
$356K - $397K
|
9.4K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.23KNew |
$349K - $390K
|
9.23K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.2KNew |
$348K - $389K
|
9.2K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.93KNew |
$338K - $378K
|
8.93K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.66KNew |
$328K - $366K
|
8.66K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8.3K+ 9.63% |
$314K - $351K
|
94.5K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
8.01KNew |
$303K - $339K
|
8.01K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.44K+ 4.26% |
$282K - $315K
|
182K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.24K+ 13.41% |
$274K - $306K
|
61.2K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.16K+ 278.44% |
$271K - $303K
|
9.73K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 1.32% |
$267K - $299K
|
541K
$23.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
6.78KNew |
$257K - $287K
|
6.78K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.64K+ 19.95% |
$251K - $281K
|
39.9K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48K+ 31.6% |
$245K - $274K
|
27K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.27K+ 21.81% |
$237K - $265K
|
35K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.24K+ 6.44% |
$236K - $264K
|
103K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
6.23KNew |
$236K - $263K
|
6.23K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.21KNew |
$235K - $262K
|
6.21K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.93K+ 1.95% |
$224K - $251K
|
310K
$13.4M
|