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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.13KNew |
$118K - $138K
|
4.13K
$152K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.99K- 7.68% |
$56.9K - $66.5K
|
24K
$881K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.27K+ 4.2% |
$64.8K - $75.7K
|
56.3K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.6KNew |
$103K - $120K
|
3.6K
$132K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.1KNew |
$376K - $439K
|
13.1K
$484K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.06K- 2.06% |
$202K - $236K
|
337K
$12.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-697- 8.86% |
$19.9K - $23.3K
|
7.17K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.5KNew |
$186K - $217K
|
6.5K
$239K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.85KNew |
$196K - $229K
|
6.85K
$252K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-57.7KClosed |
$1.72M - $1.85M
|
0
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
720New |
$21.4K - $23.1K
|
720
$26.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-747- 9.48% |
$22.3K - $24K
|
7.13K
$262K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.66K- 21.01% |
$49.3K - $53.2K
|
6.22K
$229K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.75K- 10.29% |
$52K - $56.1K
|
15.2K
$560K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
7.46K+ 147.18% |
$222K - $240K
|
12.5K
$461K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17KNew |
$64.6K - $69.7K
|
2.17K
$79.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.37K+ 14.12% |
$130K - $140K
|
35.3K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
993New |
$29.6K - $31.9K
|
993
$36.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.02K+ 0.88% |
$30.3K - $32.7K
|
117K
$4.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 21.35% |
$58.2K - $62.8K
|
7.2K
$265K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-294K- 53.21% |
$8.3M - $9.1M
|
258K
$9.5M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.98KClosed |
$84K - $92.2K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-859- 1.75% |
$24.3K - $26.6K
|
48.3K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
940+ 9.63% |
$26.6K - $29.1K
|
10.7K
$394K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
15.3KNew |
$432K - $474K
|
15.3K
$563K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.21KNew |
$62.4K - $68.4K
|
2.21K
$81.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82.9K- 90.14% |
$2.34M - $2.57M
|
9.07K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1.66KNew |
$46.9K - $51.4K
|
1.66K
$61.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.58K+ 58.09% |
$186K - $204K
|
17.9K
$659K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.74KNew |
$191K - $209K
|
6.74K
$248K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-667- 5.82% |
$18.8K - $20.7K
|
10.8K
$397K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
112KNew |
$3.18M - $3.48M
|
112K
$4.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$44.4K - $48.7K
|
1.57K
$57.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.26K+ 22.78% |
$177K - $194K
|
33.7K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-5.55K- 37.78% |
$157K - $172K
|
9.13K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.03K- 43.6% |
$199K - $218K
|
9.09K
$334K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.17MNew |
$32.9M - $36.1M
|
1.17M
$42.9M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
179+ 25.61% |
$4.81K - $5.31K
|
878
$32.3K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
51.6KNew |
$1.39M - $1.53M
|
51.6K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
16.9KNew |
$455K - $502K
|
16.9K
$623K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
40.1K+ 25.13% |
$1.08M - $1.19M
|
200K
$7.35M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$281K - $310K
|
10.5K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-35- 1.17% |
$940 - $1.04K
|
2.96K
$109K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.75KNew |
$101K - $111K
|
3.75K
$138K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
978+ 1.25% |
$26.3K - $29K
|
79.5K
$2.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
500+ 5.21% |
$13.4K - $14.8K
|
10.1K
$371K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
455K+ 12.31% |
$12.2M - $13.5M
|
4.15M
$153M
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.09KNew |
$204K - $233K
|
8.09K
$297K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.6KNew |
$116K - $133K
|
4.6K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
38.2K+ 81.33% |
$965K - $1.1M
|
85.3K
$3.14M
|
|