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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.86KNew |
$222K - $248K
|
5.86K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10K- 29.11% |
$378K - $423K
|
24.4K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
102New |
$3.86K - $4.31K
|
102
$4.69K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
37New |
$1.4K - $1.56K
|
37
$1.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-1.87K- 0.49% |
$70.6K - $78.9K
|
376K
$17.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
569+ 7.2% |
$21.5K - $24.1K
|
8.47K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.72KNew |
$216K - $242K
|
5.72K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
6.78KNew |
$257K - $287K
|
6.78K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
57.4K+ 5.67% |
$2.17M - $2.43M
|
1.07M
$49.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-15.8K- 27.06% |
$597K - $667K
|
42.5K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.21KNew |
$235K - $262K
|
6.21K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.4KNew |
$356K - $397K
|
9.4K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4+ 0.05% |
$151 - $169
|
8.17K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.93KNew |
$338K - $378K
|
8.93K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.52K- 28.42% |
$95.4K - $107K
|
6.35K
$292K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6.17K- 52.64% |
$234K - $261K
|
5.55K
$255K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.04K+ 155.67% |
$198K - $213K
|
8.27K
$380K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
415New |
$16.3K - $17.6K
|
415
$19.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99+ 1.96% |
$3.89K - $4.2K
|
5.15K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
389New |
$15.3K - $16.5K
|
389
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.58KNew |
$298K - $321K
|
7.58K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
162New |
$6.36K - $6.87K
|
162
$7.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-934- 0.42% |
$36.7K - $39.6K
|
220K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.1KNew |
$398K - $429K
|
10.1K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.81KNew |
$228K - $246K
|
5.81K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
48.5KNew |
$1.91M - $2.06M
|
48.5K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.65KNew |
$64.6K - $69.8K
|
1.65K
$75.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-13.7K- 49.12% |
$539K - $582K
|
14.2K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.16K+ 93.3% |
$202K - $218K
|
10.7K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 11.65% |
$942 - $1.02K
|
230
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.28KNew |
$207K - $224K
|
5.28K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2KNew |
$78.5K - $84.8K
|
2K
$91.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.97KNew |
$77.2K - $83.3K
|
1.97K
$90.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.05K+ 11.92% |
$41.2K - $44.5K
|
9.86K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
958New |
$37.6K - $40.6K
|
958
$44K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2K- 13.45% |
$78.5K - $84.8K
|
12.9K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-482- 48.64% |
$18.9K - $20.4K
|
509
$23.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-80.7K- 87.26% |
$3.17M - $3.42M
|
11.8K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
55.6KNew |
$2.18M - $2.36M
|
55.6K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.38KNew |
$54K - $58.3K
|
1.38K
$63.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.67K- 27.29% |
$183K - $198K
|
12.4K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.43K- 16.24% |
$56K - $60.4K
|
7.35K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-483- 2.42% |
$19K - $20.5K
|
19.5K
$894K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
245+ 55.81% |
$9.62K - $10.4K
|
684
$31.4K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.78KNew |
$135K - $150K
|
3.78K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.8KNew |
$638K - $707K
|
17.8K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
21.4KNew |
$765K - $848K
|
21.4K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.28K+ 14.28% |
$153K - $170K
|
34.3K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-519- 4.05% |
$18.6K - $20.6K
|
12.3K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
695New |
$24.9K - $27.6K
|
695
$31.9K
|
|