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 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
89+ 0.12% |
$3.5K - $3.77K
|
73.2K
$2.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
79+ 0.3% |
$3.1K - $3.35K
|
26.6K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
73+ 0.22% |
$2.87K - $3.09K
|
33.5K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58+ 0.3% |
$2.28K - $2.46K
|
19.5K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
57+ 0.5% |
$2.24K - $2.42K
|
11.4K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
54+ 0.37% |
$2.12K - $2.29K
|
14.6K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
49+ 0.29% |
$1.92K - $2.08K
|
17K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37+ 0.04% |
$1.45K - $1.57K
|
88.2K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 0.39% |
$1.26K - $1.36K
|
8.32K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
31+ 0.31% |
$1.22K - $1.31K
|
9.9K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.28% |
$1.14K - $1.23K
|
10.5K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.39% |
$1.02K - $1.1K
|
6.71K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.2% |
$982 - $1.06K
|
12.5K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 11.65% |
$942 - $1.02K
|
230
$9.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
20+ 0.39% |
$785 - $848
|
5.19K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14+ 0.11% |
$550 - $593
|
13.2K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.14% |
$353 - $381
|
6.56K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8+ 0.04% |
$314 - $339
|
20.6K
$816K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5+ 4.5% |
$196 - $212
|
116
$4.59K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
5+ 0.02% |
$196 - $212
|
23.9K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.02% |
$196 - $212
|
32.8K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 0.03% |
$118 - $127
|
9.73K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.02% |
$118 - $127
|
14.6K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$78.5 - $84.8
|
29.4K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.1% |
$78.5 - $84.8
|
1.95K
$77K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.01% |
$78.5 - $84.8
|
26.7K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2+ 0.01% |
$78.5 - $84.8
|
19.6K
$777K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$39.3 - $42.4
|
416
$16.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
1.98B
$78.4B
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$39.3 - $42.4
|
860K
$34.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-10- 0.01% |
$393 - $424
|
185K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12- 1.47% |
$471 - $509
|
803
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16- 0.11% |
$628 - $678
|
14.1K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-20- 22.22% |
$785 - $848
|
70
$2.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-31- 2.8% |
$1.22K - $1.31K
|
1.08K
$42.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36- 0.19% |
$1.41K - $1.53K
|
18.8K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-47- 0.14% |
$1.85K - $1.99K
|
34.7K
$1.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-60- 0.63% |
$2.36K - $2.54K
|
9.51K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-74- 1.21% |
$2.91K - $3.14K
|
6.05K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 0.22% |
$3.85K - $4.15K
|
44.4K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 1.12% |
$3.89K - $4.2K
|
8.77K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-104- 0.67% |
$4.08K - $4.41K
|
15.4K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-108- 0.3% |
$4.24K - $4.58K
|
35.7K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-132- 0.1% |
$5.18K - $5.59K
|
133K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-142- 0.39% |
$5.58K - $6.02K
|
36.3K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.02% |
$6.09K - $6.57K
|
15K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-163- 1.73% |
$6.4K - $6.91K
|
9.27K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-228- 0.33% |
$8.95K - $9.66K
|
67.9K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 2.52% |
$9.39K - $10.1K
|
9.24K
$366K
|