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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.91K+ 224.42% |
$224K - $250K
|
8.54K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.91K+ 1.25% |
$223K - $250K
|
480K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.86KNew |
$222K - $248K
|
5.86K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.83K+ 11.95% |
$221K - $247K
|
54.6K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.72KNew |
$216K - $242K
|
5.72K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.59K+ 91.13% |
$211K - $236K
|
11.7K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.44KNew |
$206K - $230K
|
5.44K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.38KNew |
$204K - $228K
|
5.38K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
5.24K+ 14.23% |
$198K - $222K
|
42.1K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5K+ 0.83% |
$189K - $211K
|
604K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.96K+ 1.8% |
$188K - $210K
|
281K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.57KNew |
$173K - $193K
|
4.57K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.28K+ 40.2% |
$162K - $181K
|
14.9K
$644K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.16K+ 17.41% |
$158K - $176K
|
28.1K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.85K+ 3.26% |
$146K - $163K
|
122K
$5.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.53K+ 1.31% |
$133K - $149K
|
272K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.96K+ 1.7% |
$112K - $125K
|
177K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.85K+ 0.71% |
$108K - $121K
|
402K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.76K+ 2.45% |
$105K - $117K
|
116K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.72K+ 5.32% |
$103K - $115K
|
53.8K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 28.19% |
$98.6K - $110K
|
11.8K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.58K+ 22.57% |
$97.5K - $109K
|
14K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.57K+ 1.29% |
$97.1K - $108K
|
201K
$8.68M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.46K+ 5.44% |
$93K - $104K
|
47.7K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
2.38K+ 7.88% |
$90.1K - $101K
|
32.6K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.26K+ 11.81% |
$85.4K - $95.4K
|
21.4K
$923K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.09KNew |
$79K - $88.3K
|
2.09K
$90.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03K+ 3.83% |
$76.9K - $86K
|
55.1K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.95KNew |
$73.7K - $82.3K
|
1.95K
$84.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.85K+ 5.63% |
$69.9K - $78.2K
|
34.7K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.79K+ 11.02% |
$67.7K - $75.6K
|
18K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.48K+ 0.25% |
$56.2K - $62.8K
|
587K
$25.4M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 1.29% |
$52.1K - $58.3K
|
108K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 12.02% |
$46.5K - $52K
|
11.5K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
995+ 0.5% |
$37.7K - $42.1K
|
201K
$8.67M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
970+ 4.83% |
$36.7K - $41K
|
21K
$910K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
948+ 13.63% |
$35.9K - $40.1K
|
7.9K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
861+ 2.53% |
$32.6K - $36.4K
|
34.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
807+ 1.12% |
$30.5K - $34.1K
|
72.8K
$3.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
668+ 12.82% |
$25.3K - $28.2K
|
5.88K
$254K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
592+ 6.38% |
$22.4K - $25K
|
9.87K
$426K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
569+ 7.2% |
$21.5K - $24.1K
|
8.47K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
535+ 0.66% |
$20.2K - $22.6K
|
81.6K
$3.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
514+ 0.81% |
$19.4K - $21.7K
|
63.6K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
475+ 9.1% |
$18K - $20.1K
|
5.7K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
455+ 2.17% |
$17.2K - $19.2K
|
21.5K
$927K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
414+ 1.89% |
$15.7K - $17.5K
|
22.3K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
398+ 4.09% |
$15.1K - $16.8K
|
10.1K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
355+ 0.49% |
$13.4K - $15K
|
72.8K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 75.0% |
$11.4K - $12.7K
|
700
$30.2K
|