Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78.1K+ 2.71% |
$3.07M - $3.31M
|
2.96M
$117M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
70.3KNew |
$2.76M - $2.98M
|
70.3K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
68.1K+ 5.8% |
$2.67M - $2.89M
|
1.24M
$49.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
67.4K+ 6.76% |
$2.65M - $2.86M
|
1.06M
$42.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
66K+ 6.97% |
$2.59M - $2.8M
|
1.01M
$40.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
63.1KNew |
$2.48M - $2.67M
|
63.1K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
62.4K+ 12.23% |
$2.45M - $2.65M
|
573K
$22.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
61.4K+ 2.33% |
$2.41M - $2.6M
|
2.69M
$107M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
60.6K+ 4.34% |
$2.38M - $2.57M
|
1.46M
$57.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
58K+ 4.97% |
$2.28M - $2.46M
|
1.23M
$48.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
57.1K+ 9.36% |
$2.24M - $2.42M
|
667K
$26.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
56.7K+ 10.81% |
$2.23M - $2.4M
|
581K
$23M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
55.6KNew |
$2.18M - $2.36M
|
55.6K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.5K+ 8.12% |
$2.18M - $2.35M
|
738K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54KNew |
$2.12M - $2.29M
|
54K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
51.9KNew |
$2.04M - $2.2M
|
51.9K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
50.7KNew |
$1.99M - $2.15M
|
50.7K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.8KNew |
$1.92M - $2.07M
|
48.8K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
48.5KNew |
$1.91M - $2.06M
|
48.5K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.3K+ 180.2% |
$1.82M - $1.96M
|
72K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45KNew |
$1.77M - $1.91M
|
45K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
44.8KNew |
$1.76M - $1.9M
|
44.8K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
44.7KNew |
$1.76M - $1.9M
|
44.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
41.4K+ 285.11% |
$1.63M - $1.76M
|
56K
$2.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39.9K+ 11.77% |
$1.57M - $1.69M
|
379K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
39.2KNew |
$1.54M - $1.66M
|
39.2K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38.4K+ 5.47% |
$1.51M - $1.63M
|
740K
$29.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
37.3KNew |
$1.46M - $1.58M
|
37.3K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
36.4K+ 36.29% |
$1.43M - $1.54M
|
137K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
35.2KNew |
$1.38M - $1.49M
|
35.2K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34.9K+ 4.85% |
$1.37M - $1.48M
|
753K
$29.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
34.8K+ 27.6% |
$1.37M - $1.47M
|
161K
$6.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34.7K+ 1.74% |
$1.36M - $1.47M
|
2.04M
$80.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.2KNew |
$1.34M - $1.45M
|
34.2K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
34KNew |
$1.33M - $1.44M
|
34K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
33.7K+ 3.95% |
$1.32M - $1.43M
|
888K
$35.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 374.65% |
$1.27M - $1.37M
|
41.1K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29K+ 15.47% |
$1.14M - $1.23M
|
217K
$8.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
27.1K+ 3.85% |
$1.07M - $1.15M
|
732K
$29M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9K+ 5.31% |
$1.06M - $1.14M
|
534K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
23K+ 11.68% |
$904K - $976K
|
220K
$8.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.3K+ 5.63% |
$874K - $944K
|
418K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
21.6KNew |
$849K - $916K
|
21.6K
$856K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
20.3K+ 11.41% |
$797K - $860K
|
198K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20K+ 4.74% |
$785K - $847K
|
441K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
19.9K+ 1.05% |
$782K - $843K
|
1.92M
$76.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
19.4K+ 4.05% |
$760K - $820K
|
498K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
19K+ 2.26% |
$747K - $806K
|
860K
$34M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 38.97% |
$720K - $777K
|
65.4K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
18.2K+ 2.54% |
$713K - $769K
|
734K
$29M
|