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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
799+ 96.27% |
$31.4K - $33.9K
|
1.63K
$70.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
743+ 203.56% |
$29.2K - $31.5K
|
1.11K
$47.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
642+ 9.75% |
$25.2K - $27.2K
|
7.23K
$312K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
415New |
$16.3K - $17.6K
|
415
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
389New |
$15.3K - $16.5K
|
389
$16.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
319+ 2.4% |
$12.5K - $13.5K
|
13.6K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
284+ 2.21% |
$11.2K - $12K
|
13.2K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
245+ 55.81% |
$9.62K - $10.4K
|
684
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
162New |
$6.36K - $6.87K
|
162
$7K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
149New |
$5.85K - $6.31K
|
149
$6.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
105New |
$4.12K - $4.45K
|
105
$4.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99+ 1.96% |
$3.89K - $4.2K
|
5.15K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 11.65% |
$942 - $1.02K
|
230
$9.94K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
20+ 0.39% |
$785 - $848
|
5.19K
$224K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
21.4KNew |
$765K - $848K
|
21.4K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.8KNew |
$638K - $707K
|
17.8K
$770K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16K+ 14.88% |
$571K - $633K
|
123K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.6KNew |
$560K - $621K
|
15.6K
$676K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8.75KNew |
$313K - $347K
|
8.75K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12KNew |
$183K - $203K
|
5.12K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.84K+ 16.73% |
$173K - $192K
|
33.8K
$1.46M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
4.62K+ 2.27% |
$165K - $183K
|
208K
$8.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.28K+ 14.28% |
$153K - $170K
|
34.3K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.91KNew |
$140K - $155K
|
3.91K
$169K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.78KNew |
$135K - $150K
|
3.78K
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3.58KNew |
$128K - $142K
|
3.58K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$95.7K - $106K
|
2.67K
$116K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.83KNew |
$65.4K - $72.5K
|
1.83K
$78.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.75K+ 9.42% |
$62.6K - $69.5K
|
20.3K
$878K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
695New |
$24.9K - $27.6K
|
695
$30K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
107New |
$3.83K - $4.25K
|
107
$4.62K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 10000.0% |
$3.58K - $3.97K
|
101
$4.36K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$143 - $159
|
180K
$7.76M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.45K+ 3.94% |
$326K - $356K
|
249K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.85KNew |
$202K - $220K
|
5.85K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.39K+ 0.28% |
$48.1K - $52.4K
|
505K
$21.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
586+ 1.86% |
$20.2K - $22.1K
|
32.1K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
135+ 13.5% |
$4.66K - $5.09K
|
1.14K
$49K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 1.26% |
$518 - $565
|
1.21K
$52.3K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
142KNew |
$4.64M - $5.2M
|
142K
$6.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 21.52% |
$1.04M - $1.16M
|
180K
$7.78M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
27.1K+ 2.54% |
$883K - $990K
|
1.09M
$47.3M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23.9K+ 9.16% |
$779K - $873K
|
285K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
14.4K+ 41.52% |
$469K - $526K
|
49.1K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 7.91% |
$356K - $399K
|
149K
$6.43M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
10.5KNew |
$343K - $384K
|
10.5K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.24KNew |
$269K - $301K
|
8.24K
$356K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.64KNew |
$249K - $279K
|
7.64K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.33KNew |
$239K - $268K
|
7.33K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.96KNew |
$194K - $218K
|
5.96K
$258K
|
|