Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAU)

DFAU Quotes by TradingView

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
Feb 14, 2025 Q4 2024
Pinnacle Financial Group, LLC

BUY
 -
1.83K
+ 2.78%
$71.7K - $77.4K
67.5K $2.67M
Feb 12, 2025 Q4 2024
Conquis Financial LLC

Milbrae, CA
BUY
 -
1.65K
New
$64.6K - $69.8K
1.65K $65.2K
Feb 14, 2025 Q4 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
1.54K
+ 8.78%
$60.6K - $65.3K
19.1K $757K
Feb 13, 2025 Q4 2024
Elco Management Co., LLC

New York, NY
BUY
 -
1.5K
+ 9.57%
$58.9K - $63.6K
17.2K $680K
Jan 23, 2025 Q4 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.5K
+ 3.15%
$58.9K - $63.6K
49.1K $1.95M
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
1.44K
New
$56.7K - $61.2K
1.44K $57.2K
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
1.44K
+ 1.37%
$56.6K - $61.1K
107K $4.23M
Jan 29, 2025 Q4 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
1.38K
New
$54K - $58.3K
1.38K $54.5K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.09K
+ 0.27%
$42.9K - $46.3K
400K $15.8M
Feb 07, 2025 Q4 2024
G2 Capital Management, LLC

Columbus, OH
BUY
 -
1.07K
+ 2.42%
$42K - $45.3K
45.2K $1.79M
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
1.02K
+ 2.82%
$40.2K - $43.4K
37.3K $1.48M
Jan 29, 2025 Q4 2024
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
1.01K
+ 3.07%
$39.7K - $42.8K
33.9K $1.34M
Feb 12, 2025 Q4 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
1.01K
+ 9.66%
$39.5K - $42.6K
11.4K $452K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
958
New
$37.6K - $40.6K
958 $37.9K
Jan 29, 2025 Q4 2024
Morris Financial Concepts, Inc.

BUY
 -
955
+ 7.47%
$37.5K - $40.5K
13.7K $544K
Feb 13, 2025 Q4 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
920
+ 0.16%
$36.1K - $39K
585K $23.2M
Jan 15, 2025 Q4 2024
Cherrydale Wealth Management, LLC

BUY
 -
913
+ 0.38%
$35.9K - $38.7K
244K $9.66M
Feb 10, 2025 Q4 2024
Montis Financial, LLC

BUY
 -
885
+ 14.58%
$34.8K - $37.5K
6.96K $275K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
879
+ 11.97%
$34.5K - $37.3K
8.22K $326K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
799
+ 96.27%
$31.4K - $33.9K
1.63K $64.5K
Jan 17, 2025 Q4 2024
Market Street Wealth Management Advisors LLC

BUY
 -
749
+ 1.14%
$29.4K - $31.7K
66.6K $2.64M
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
743
+ 203.56%
$29.2K - $31.5K
1.11K $43.9K
Jan 23, 2025 Q4 2024
Sol Capital Management CO

BUY
 -
700
+ 3.25%
$27.5K - $29.7K
22.2K $880K
Feb 10, 2025 Q4 2024
Facet Wealth, Inc.

BUY
 -
642
+ 9.75%
$25.2K - $27.2K
7.23K $286K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
507
+ 0.24%
$19.9K - $21.5K
214K $8.47M
Feb 18, 2025 Q4 2024
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
415
New
$16.3K - $17.6K
415 $16.4K
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
389
New
$15.3K - $16.5K
389 $15.4K
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
361
+ 1.25%
$14.2K - $15.3K
29.2K $1.16M
Jan 28, 2025 Q4 2024
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
319
+ 2.4%
$12.5K - $13.5K
13.6K $538K
Jan 13, 2025 Q4 2024
Exeter Financial, LLC

BUY
 -
304
+ 0.4%
$11.9K - $12.9K
75.6K $2.99M
Jan 17, 2025 Q4 2024
Investment Advisory Group, LLC

BUY
 -
298
+ 1.38%
$11.7K - $12.6K
21.9K $865K
Feb 06, 2025 Q4 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
284
+ 2.21%
$11.2K - $12K
13.2K $521K
Jan 28, 2025 Q4 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
257
+ 0.28%
$10.1K - $10.9K
91.5K $3.62M
Jan 27, 2025 Q4 2024
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
254
+ 0.18%
$9.97K - $10.8K
144K $5.72M
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
245
+ 55.81%
$9.62K - $10.4K
684 $27.1K
Jan 06, 2025 Q4 2024
Hiley Hunt Wealth Management

Omaha, NE
BUY
 -
231
+ 0.73%
$9.07K - $9.79K
31.8K $1.26M
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
211
+ 0.27%
$8.29K - $8.94K
78.6K $3.11M
Feb 07, 2025 Q4 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
181
+ 0.35%
$7.11K - $7.67K
52.3K $2.07M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
169
+ 1.05%
$6.64K - $7.16K
16.2K $642K
Feb 14, 2025 Q4 2024
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
162
New
$6.36K - $6.87K
162 $6.41K
Feb 12, 2025 Q4 2024
Annandale Capital, LLC

Dallas, TX
BUY
 -
153
+ 1.52%
$6.01K - $6.48K
10.2K $405K
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
149
New
$5.85K - $6.31K
149 $5.9K
Jan 29, 2025 Q4 2024
Index Fund Advisors, Inc.

BUY
 -
137
+ 2.01%
$5.38K - $5.81K
6.95K $275K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
126
+ 0.29%
$4.95K - $5.34K
44.2K $1.75M
Feb 11, 2025 Q4 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
126
+ 0.46%
$4.95K - $5.34K
27.4K $1.09M
Jan 31, 2025 Q4 2024
Ieq Capital, LLC

BUY
 -
125
+ 0.23%
$4.91K - $5.3K
55K $2.18M
Feb 12, 2025 Q4 2024
Hurley Capital, LLC

New York, NY
BUY
 -
105
New
$4.12K - $4.45K
105 $4.16K
Feb 07, 2025 Q4 2024
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
101
+ 0.13%
$3.97K - $4.28K
78.1K $3.09M
Feb 14, 2025 Q4 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
99
+ 1.96%
$3.89K - $4.2K
5.15K $204K

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