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 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
19.4K+ 4.05% |
$760K - $820K
|
498K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
597KNew |
$23.4M - $25.3M
|
597K
$25M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
39.2KNew |
$1.54M - $1.66M
|
39.2K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
169+ 1.05% |
$6.64K - $7.16K
|
16.2K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-397- 2.39% |
$15.6K - $16.8K
|
16.2K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
257+ 0.28% |
$10.1K - $10.9K
|
91.5K
$3.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.05K- 2.0% |
$80.6K - $87K
|
101K
$4.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5.71K+ 0.96% |
$224K - $242K
|
599K
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.39% |
$1.02K - $1.1K
|
6.71K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
27.1K+ 3.85% |
$1.07M - $1.15M
|
732K
$30.6M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8.27K+ 4.98% |
$325K - $350K
|
174K
$7.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.82K- 2.92% |
$111K - $119K
|
93.7K
$3.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
949KNew |
$37.3M - $40.2M
|
949K
$39.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-4.84K- 6.07% |
$190K - $205K
|
74.9K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-336- 3.97% |
$13.2K - $14.2K
|
8.12K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-6.42K- 6.77% |
$252K - $272K
|
88.5K
$3.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
56.7K+ 10.81% |
$2.23M - $2.4M
|
581K
$24.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
254+ 0.18% |
$9.97K - $10.8K
|
144K
$6.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.35K- 9.71% |
$328K - $354K
|
77.7K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-108- 0.3% |
$4.24K - $4.58K
|
35.7K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
79K+ 71.55% |
$3.1M - $3.35M
|
189K
$7.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-660- 6.1% |
$25.9K - $28K
|
10.2K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.15K+ 10.86% |
$84.3K - $91K
|
21.9K
$917K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
36.4K+ 36.29% |
$1.43M - $1.54M
|
137K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.44K+ 1.37% |
$56.6K - $61.1K
|
107K
$4.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
33.7K+ 3.95% |
$1.32M - $1.43M
|
888K
$37.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.79K- 0.55% |
$70.3K - $75.9K
|
322K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.07KNew |
$317K - $342K
|
8.07K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
507+ 0.24% |
$19.9K - $21.5K
|
214K
$8.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
149KNew |
$5.84M - $6.3M
|
149K
$6.22M
|
|
|
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
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.67K- 27.29% |
$183K - $198K
|
12.4K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.87KNew |
$348K - $376K
|
8.87K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
86.7KNew |
$3.4M - $3.67M
|
86.7K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.99K+ 10.2% |
$196K - $211K
|
53.9K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-53K- 74.09% |
$2.08M - $2.25M
|
18.5K
$775K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.5K+ 3.15% |
$58.9K - $63.6K
|
49.1K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
35.2KNew |
$1.38M - $1.49M
|
35.2K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-10- 0.01% |
$393 - $424
|
185K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 1.2% |
$64.6K - $69.7K
|
136K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
162K+ 12.58% |
$6.36M - $6.86M
|
1.45M
$60.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
700+ 3.25% |
$27.5K - $29.7K
|
22.2K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
657KNew |
$25.8M - $27.8M
|
657K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-109K- 35.53% |
$4.29M - $4.64M
|
198K
$8.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
54+ 0.37% |
$2.12K - $2.29K
|
14.6K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 12.23% |
$520K - $561K
|
121K
$5.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
97.2KNew |
$3.82M - $4.12M
|
97.2K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.15K+ 0.29% |
$84.2K - $90.9K
|
743K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4.21K- 3.22% |
$165K - $178K
|
126K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 32.74% |
$135K - $146K
|
7.07K
$296K
|