Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-256- 1.56% |
$7.32K - $8.54K
|
16.1K
$639K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-334- 0.72% |
$9.55K - $11.1K
|
46.3K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-352- 1.39% |
$10.1K - $11.7K
|
24.9K
$986K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-380- 4.52% |
$10.9K - $12.7K
|
8.02K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-383- 0.14% |
$10.9K - $12.8K
|
274K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-421- 0.75% |
$12K - $14K
|
56K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-426- 1.38% |
$12.2K - $14.2K
|
30.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-426- 59.17% |
$12.2K - $14.2K
|
294
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-436- 1.43% |
$12.5K - $14.5K
|
30.1K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 7.08% |
$13.7K - $16.1K
|
6.31K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-576- 1.11% |
$16.5K - $19.2K
|
51.5K
$2.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-587- 2.04% |
$16.8K - $19.6K
|
28.3K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-697- 8.86% |
$19.9K - $23.3K
|
7.17K
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-753- 5.35% |
$21.5K - $25.1K
|
13.3K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-794- 9.82% |
$22.7K - $26.5K
|
7.29K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-837- 62.18% |
$23.9K - $27.9K
|
509
$20.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-922- 5.86% |
$26.4K - $30.8K
|
14.8K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-949- 2.29% |
$27.1K - $31.7K
|
40.6K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.16K- 1.4% |
$33.1K - $38.6K
|
81.6K
$3.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.17K- 1.1% |
$33.5K - $39.1K
|
105K
$4.17M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.44K- 0.46% |
$41.2K - $48.2K
|
315K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 3.12% |
$43.1K - $50.3K
|
46.8K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.63K- 3.04% |
$46.4K - $54.2K
|
51.8K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.65K- 9.63% |
$47K - $54.9K
|
15.4K
$612K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.73K- 8.27% |
$49.4K - $57.6K
|
19.2K
$759K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.88K- 8.07% |
$53.6K - $62.6K
|
21.4K
$846K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.99K- 7.68% |
$56.9K - $66.5K
|
24K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 29.68% |
$58.4K - $68.1K
|
4.84K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-2.08K- 1.4% |
$59.6K - $69.5K
|
147K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.17K- 0.36% |
$61.9K - $72.2K
|
599K
$23.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-2.6K- 2.19% |
$74.3K - $86.8K
|
116K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.87K- 16.76% |
$82.1K - $95.9K
|
14.3K
$565K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.18K- 17.94% |
$90.7K - $106K
|
14.5K
$575K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.45K- 0.64% |
$98.5K - $115K
|
539K
$21.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.62K- 2.89% |
$103K - $121K
|
122K
$4.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.8K- 2.01% |
$108K - $127K
|
185K
$7.31M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3.89K- 1.95% |
$111K - $130K
|
196K
$7.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.34K- 21.76% |
$124K - $145K
|
15.6K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.34K- 1.77% |
$124K - $145K
|
240K
$9.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.51K- 69.93% |
$129K - $150K
|
1.94K
$76.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.51K- 2.34% |
$129K - $151K
|
188K
$7.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-4.56K- 3.1% |
$130K - $152K
|
142K
$5.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-4.96K- 4.2% |
$142K - $165K
|
113K
$4.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.14K- 38.06% |
$147K - $171K
|
8.36K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.26K- 1.01% |
$150K - $175K
|
517K
$20.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-5.36K- 32.18% |
$153K - $179K
|
11.3K
$447K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.67K- 13.36% |
$162K - $189K
|
36.8K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.79K- 20.2% |
$165K - $193K
|
22.9K
$905K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.22K- 10.14% |
$178K - $207K
|
55.1K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.06K- 2.06% |
$202K - $236K
|
337K
$13.3M
|