Latest Institutional Transactions on Dimensional ETF Tr (DFAU)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.44K+ 1.37% |
$56.6K - $61.1K
|
107K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.15K+ 7.21% |
$84.3K - $91K
|
31.9K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
36.4K+ 36.29% |
$1.43M - $1.54M
|
137K
$5.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.87KNew |
$348K - $376K
|
8.87K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
33.7K+ 3.95% |
$1.32M - $1.43M
|
888K
$37.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.79K- 0.55% |
$70.3K - $75.9K
|
322K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.07KNew |
$317K - $342K
|
8.07K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
507+ 0.24% |
$19.9K - $21.5K
|
214K
$9M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
149KNew |
$5.84M - $6.3M
|
149K
$6.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.99K+ 10.2% |
$196K - $211K
|
53.9K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
86.7KNew |
$3.4M - $3.67M
|
86.7K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-53K- 74.09% |
$2.08M - $2.25M
|
18.5K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.5K+ 3.15% |
$58.9K - $63.6K
|
49.1K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
35.2KNew |
$1.38M - $1.49M
|
35.2K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-10- 0.01% |
$393 - $424
|
185K
$7.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
162K+ 12.58% |
$6.36M - $6.86M
|
1.45M
$61M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 1.2% |
$64.6K - $69.7K
|
136K
$5.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
700+ 3.25% |
$27.5K - $29.7K
|
22.2K
$935K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
657KNew |
$25.8M - $27.8M
|
657K
$27.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-109K- 35.53% |
$4.29M - $4.64M
|
198K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
54+ 0.37% |
$2.12K - $2.29K
|
14.6K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.33K+ 1.6% |
$91.5K - $98.7K
|
148K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 12.23% |
$520K - $561K
|
121K
$5.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97.2KNew |
$3.82M - $4.12M
|
97.2K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.15K+ 0.29% |
$84.2K - $90.9K
|
743K
$31.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-82.8K- 10.45% |
$3.25M - $3.51M
|
710K
$29.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 32.74% |
$135K - $146K
|
7.07K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
31+ 0.31% |
$1.22K - $1.31K
|
9.9K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36- 0.19% |
$1.41K - $1.53K
|
18.8K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4.21K- 3.22% |
$165K - $178K
|
126K
$5.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.47K- 3.88% |
$97.1K - $105K
|
61.3K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-596- 5.77% |
$23.4K - $25.3K
|
9.73K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.05K- 95.75% |
$80.4K - $86.8K
|
91
$3.83K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 0.27% |
$42.9K - $46.3K
|
400K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.98K+ 3.73% |
$392K - $423K
|
278K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
13.5K+ 34.19% |
$532K - $574K
|
53.2K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.15K+ 8.9% |
$320K - $345K
|
99.7K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
66K+ 6.97% |
$2.59M - $2.8M
|
1.01M
$42.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
13.3KNew |
$521K - $562K
|
13.3K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
34.8K+ 27.6% |
$1.37M - $1.47M
|
161K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-453- 15.05% |
$17.8K - $19.2K
|
2.56K
$108K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-363- 1.38% |
$14.3K - $15.4K
|
25.9K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.07K+ 14.69% |
$81.4K - $87.9K
|
16.2K
$681K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
11K+ 1.88% |
$433K - $467K
|
596K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.31K- 7.31% |
$169K - $183K
|
54.6K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.04% |
$69.4K - $74.8K
|
169K
$7.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
38.4K+ 5.47% |
$1.51M - $1.63M
|
740K
$31.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
89+ 0.12% |
$3.5K - $3.77K
|
73.2K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
298+ 1.38% |
$11.7K - $12.6K
|
21.9K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
21.6KNew |
$849K - $916K
|
21.6K
$910K
|