Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
32.4K+ 7.38% |
$966K - $1.04M
|
472K
$19.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.9K+ 66.83% |
$949K - $1.02M
|
79.5K
$3.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
31.9K+ 11.65% |
$949K - $1.02M
|
305K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.1K+ 131.48% |
$926K - $999K
|
54.7K
$2.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30.4K+ 1.63% |
$907K - $978K
|
1.9M
$78.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
29.6K+ 50.24% |
$882K - $951K
|
88.5K
$3.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28KNew |
$834K - $900K
|
28K
$1.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
27.7K+ 2.4% |
$824K - $889K
|
1.18M
$48.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
26.9K+ 107.43% |
$803K - $866K
|
52K
$2.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
21.9K+ 3.32% |
$651K - $703K
|
680K
$28.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21.7K+ 7.97% |
$646K - $697K
|
294K
$12.1M
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
21.7K+ 17.13% |
$646K - $696K
|
148K
$6.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.6K+ 12.04% |
$644K - $695K
|
201K
$8.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
20.9K+ 1.87% |
$621K - $670K
|
1.14M
$47M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
20.8K+ 11.62% |
$620K - $669K
|
200K
$8.26M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
18.4K+ 599.64% |
$548K - $591K
|
21.5K
$887K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
18K+ 33.9% |
$535K - $577K
|
70.9K
$2.93M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.5K+ 46.89% |
$521K - $561K
|
54.7K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
17.2K+ 5.95% |
$511K - $552K
|
306K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
16.4K+ 6.37% |
$489K - $527K
|
274K
$11.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2K+ 15.53% |
$453K - $488K
|
113K
$4.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.4K+ 51.63% |
$430K - $464K
|
42.4K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.4KNew |
$430K - $464K
|
14.4K
$596K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
14.4K+ 8.3% |
$429K - $462K
|
188K
$7.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 6.14% |
$422K - $455K
|
245K
$10.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 35.0% |
$415K - $448K
|
53.8K
$2.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 3.09% |
$406K - $437K
|
454K
$18.8M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.5K+ 28.33% |
$403K - $435K
|
61.3K
$2.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
13.4K+ 26.75% |
$400K - $432K
|
63.7K
$2.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.1K+ 18.79% |
$390K - $420K
|
82.7K
$3.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$383K - $413K
|
12.9K
$531K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 6.89% |
$343K - $370K
|
179K
$7.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.9K+ 2.9% |
$324K - $350K
|
386K
$15.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10K+ 148.68% |
$299K - $322K
|
16.8K
$693K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.72K+ 1.83% |
$289K - $312K
|
542K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.7K+ 6.63% |
$289K - $312K
|
156K
$6.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
9.6KNew |
$286K - $308K
|
9.6K
$396K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
9.29K+ 6.05% |
$277K - $298K
|
163K
$6.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
9.06KNew |
$270K - $291K
|
9.06K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.76K+ 110.65% |
$261K - $281K
|
16.7K
$688K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.75K+ 34.42% |
$261K - $281K
|
34.2K
$1.41M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.5KNew |
$253K - $273K
|
8.5K
$351K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
8.16K+ 16.18% |
$243K - $262K
|
58.6K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.02K+ 182.94% |
$239K - $258K
|
12.4K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.75KNew |
$231K - $249K
|
7.75K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
7.46K+ 147.18% |
$222K - $240K
|
12.5K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.79KNew |
$202K - $218K
|
6.79K
$280K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
6.65K+ 1.93% |
$198K - $214K
|
352K
$14.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
6.65K+ 2.2% |
$198K - $214K
|
309K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.61K+ 219.66% |
$197K - $213K
|
9.63K
$397K
|