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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
196K+ 218.67% |
$4.93M - $5.91M
|
286K
$12.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
51.1KNew |
$1.29M - $1.54M
|
51.1K
$2.21M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.34K+ 94.76% |
$185K - $221K
|
15.1K
$652K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.04KNew |
$127K - $152K
|
5.04K
$218K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
4.54K+ 9.46% |
$114K - $137K
|
52.6K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.66K+ 25.74% |
$66.9K - $80.2K
|
13K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.16K+ 15.19% |
$29.1K - $34.9K
|
8.78K
$379K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$1.71K - $2.05K
|
68
$2.94K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
176KNew |
$4.52M - $5.59M
|
176K
$7.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
145KNew |
$3.73M - $4.62M
|
145K
$6.28M
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
50.7K+ 87.78% |
$1.3M - $1.61M
|
109K
$4.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$323K - $400K
|
12.6K
$544K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.6KNew |
$299K - $370K
|
11.6K
$503K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.71KNew |
$224K - $277K
|
8.71K
$376K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$46K - $57K
|
1.79K
$77.4K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
50New |
$1.46K - $1.66K
|
50
$2.16K
|
|
| Q4 2021 | |||||||
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.29KNew |
$190K - $209K
|
6.29K
$272K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
729New |
$22K - $24.2K
|
729
$31.5K
|
|