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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.12K- 10.6% |
$162K - $174K
|
34.7K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4.21K- 3.22% |
$165K - $178K
|
126K
$5M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.21K- 2.35% |
$165K - $178K
|
175K
$6.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.31K- 7.31% |
$169K - $183K
|
54.6K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.6K- 0.87% |
$181K - $195K
|
521K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.67K- 27.29% |
$183K - $198K
|
12.4K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.7K- 2.89% |
$185K - $199K
|
158K
$6.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-4.84K- 6.07% |
$190K - $205K
|
74.9K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.54K- 8.98% |
$217K - $235K
|
56.1K
$2.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.7K- 7.29% |
$224K - $241K
|
72.5K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-5.77K- 16.02% |
$226K - $244K
|
30.2K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-6.42K- 6.77% |
$252K - $272K
|
88.5K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-6.66K- 1.26% |
$261K - $282K
|
522K
$20.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.29K- 2.15% |
$286K - $309K
|
332K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.35K- 9.71% |
$328K - $354K
|
77.7K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-9.18K- 5.61% |
$361K - $389K
|
155K
$6.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.84K- 4.63% |
$386K - $417K
|
203K
$8.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 42.98% |
$394K - $425K
|
13.3K
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-10.6K- 2.27% |
$415K - $448K
|
454K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-11.1K- 23.76% |
$434K - $469K
|
35.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.6K- 2.39% |
$457K - $493K
|
475K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13.3K- 12.28% |
$524K - $566K
|
95.3K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-13.7K- 49.12% |
$539K - $582K
|
14.2K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-14.1K- 28.53% |
$554K - $598K
|
35.4K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-15.6K- 14.37% |
$612K - $661K
|
92.9K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-18.6K- 16.24% |
$730K - $788K
|
95.8K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.9K- 2.09% |
$862K - $930K
|
1.03M
$40.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.7K- 27.66% |
$1.09M - $1.17M
|
72.5K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29K- 3.74% |
$1.14M - $1.23M
|
746K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33.2K- 2.46% |
$1.3M - $1.41M
|
1.32M
$52.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39.8K- 9.9% |
$1.56M - $1.69M
|
363K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.9K- 6.33% |
$1.57M - $1.69M
|
591K
$23.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-40.5K- 1.1% |
$1.59M - $1.72M
|
3.64M
$144M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43.9K- 4.37% |
$1.72M - $1.86M
|
962K
$38.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-46.2K- 3.7% |
$1.82M - $1.96M
|
1.2M
$47.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-47.8K- 14.07% |
$1.88M - $2.02M
|
292K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-53K- 74.09% |
$2.08M - $2.25M
|
18.5K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-54.6K- 16.55% |
$2.14M - $2.31M
|
275K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-80.7K- 87.26% |
$3.17M - $3.42M
|
11.8K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-82.8K- 10.45% |
$3.25M - $3.51M
|
710K
$28.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-109K- 35.53% |
$4.29M - $4.64M
|
198K
$7.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-195K- 58.74% |
$7.65M - $8.26M
|
137K
$5.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-254K- 16.05% |
$9.98M - $10.8M
|
1.33M
$52.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-440K- 35.55% |
$17.3M - $18.6M
|
797K
$31.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-539K- 84.63% |
$21.2M - $22.8M
|
97.8K
$3.87M
|