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 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1.64K+ 4.63% |
$73.5K - $77.1K
|
37.1K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
33.7K+ 6.46% |
$1.51M - $1.58M
|
554K
$25.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
69.2K+ 4.91% |
$3.1M - $3.25M
|
1.48M
$68M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
3.89KNew |
$174K - $183K
|
3.89K
$179K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
764+ 2.87% |
$34.2K - $35.9K
|
27.4K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
17.2K+ 0.72% |
$772K - $810K
|
2.43M
$111M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
14.9K+ 2.86% |
$668K - $701K
|
536K
$24.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.13K+ 1.13% |
$50.4K - $52.9K
|
100K
$4.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-10.5K- 4.26% |
$469K - $492K
|
235K
$10.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.96KNew |
$357K - $374K
|
7.96K
$366K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.3KNew |
$1.98M - $2.08M
|
44.3K
$2.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.2K- 3.92% |
$771K - $809K
|
422K
$19.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
167K+ 34.47% |
$7.46M - $7.84M
|
650K
$29.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.7K+ 1.34% |
$389K - $409K
|
657K
$30.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
68+ 0.2% |
$3.04K - $3.2K
|
34.8K
$1.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.84K+ 4.96% |
$306K - $321K
|
145K
$6.65M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-211- 3.39% |
$9.45K - $9.92K
|
6.01K
$276K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.12K+ 5.5% |
$364K - $382K
|
156K
$7.16M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
13.1K+ 0.29% |
$588K - $618K
|
4.51M
$207M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.99KNew |
$268K - $282K
|
5.99K
$275K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
21+ 0.25% |
$940 - $987
|
8.39K
$386K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
53+ 0.16% |
$2.37K - $2.49K
|
34.2K
$1.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
148K+ 7.26% |
$6.64M - $6.97M
|
2.19M
$101M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
835+ 1.3% |
$37.4K - $39.3K
|
65.3K
$3M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-48- 0.44% |
$2.15K - $2.26K
|
10.8K
$495K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18.6K- 7.72% |
$833K - $875K
|
222K
$10.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.4K- 42.43% |
$464K - $487K
|
14.1K
$646K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-585- 1.53% |
$26.2K - $27.5K
|
37.6K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.26K+ 10.96% |
$414K - $435K
|
93.7K
$4.31M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 2.85% |
$111K - $116K
|
89.3K
$4.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
24.7K+ 2.69% |
$1.11M - $1.16M
|
943K
$43.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-570- 0.56% |
$25.5K - $26.8K
|
101K
$4.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-423- 2.57% |
$18.9K - $19.9K
|
16K
$737K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-289K- 8.03% |
$13M - $13.6M
|
3.32M
$152M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.97K- 42.57% |
$223K - $234K
|
6.71K
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.01K+ 1.25% |
$314K - $330K
|
566K
$26M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.39K+ 6.44% |
$107K - $112K
|
39.5K
$1.82M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.29K- 10.79% |
$57.7K - $60.6K
|
10.7K
$490K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.8K+ 29.39% |
$2.54M - $2.67M
|
250K
$11.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-259- 0.18% |
$11.6K - $12.2K
|
144K
$6.61M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-701- 1.22% |
$31.4K - $33K
|
56.6K
$2.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-889- 0.59% |
$39.8K - $41.8K
|
149K
$6.86M
|
|
| Q3 2025 | |||||||
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.98K+ 6.68% |
$83.9K - $90.9K
|
31.6K
$1.45M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.65K- 4.57% |
$69.9K - $75.7K
|
34.4K
$1.58M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-32.5K- 22.76% |
$1.38M - $1.49M
|
110K
$5.06M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
175K+ 4.6% |
$7.44M - $8.06M
|
3.99M
$183M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
99.6K+ 95.17% |
$4.22M - $4.58M
|
204K
$9.38M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-71.2K- 21.48% |
$3.02M - $3.27M
|
260K
$12M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.75K- 25.49% |
$116K - $126K
|
8.03K
$369K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.41K- 3.07% |
$59.7K - $64.7K
|
44.4K
$2.04M
|
|