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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 85.94% |
$1.97K - $2.18K
|
9
$414
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
107New |
$3.83K - $4.25K
|
107
$4.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-255- 17.5% |
$9.13K - $10.1K
|
1.2K
$55.2K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8.75KNew |
$313K - $347K
|
8.75K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3.58KNew |
$128K - $142K
|
3.58K
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.6KNew |
$560K - $621K
|
15.6K
$719K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.75K+ 9.42% |
$62.6K - $69.5K
|
20.3K
$934K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.54K- 1.58% |
$91K - $101K
|
158K
$7.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.11K- 5.2% |
$147K - $163K
|
74.9K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$143 - $159
|
180K
$8.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.83KNew |
$65.4K - $72.5K
|
1.83K
$83.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.19K- 0.93% |
$42.7K - $47.4K
|
127K
$5.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$95.7K - $106K
|
2.67K
$123K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 10000.0% |
$3.58K - $3.97K
|
101
$4.64K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-124- 1.41% |
$4.44K - $4.92K
|
8.69K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.91KNew |
$140K - $155K
|
3.91K
$180K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
4.62K+ 2.27% |
$165K - $183K
|
208K
$9.56M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.51K- 38.39% |
$294K - $320K
|
13.7K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.85KNew |
$202K - $220K
|
5.85K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 1.26% |
$518 - $565
|
1.21K
$55.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.8K- 0.65% |
$372K - $406K
|
1.65M
$76M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
135+ 13.5% |
$4.66K - $5.09K
|
1.14K
$52.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
586+ 1.86% |
$20.2K - $22.1K
|
32.1K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.39K+ 0.28% |
$48.1K - $52.4K
|
505K
$23.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.45K+ 3.94% |
$326K - $356K
|
249K
$11.5M
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-13.7KClosed |
$445K - $499K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
92New |
$3K - $3.36K
|
92
$4.23K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 7.91% |
$356K - $399K
|
149K
$6.84M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.33KNew |
$239K - $268K
|
7.33K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.1K- 31.44% |
$134K - $150K
|
8.93K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23.9K+ 9.16% |
$779K - $873K
|
285K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.96KNew |
$194K - $218K
|
5.96K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
14.4K+ 41.52% |
$469K - $526K
|
49.1K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185- 1.03% |
$6.03K - $6.76K
|
17.8K
$819K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
220+ 40.0% |
$7.17K - $8.04K
|
770
$35.4K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5.77KNew |
$188K - $211K
|
5.77K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
10.5KNew |
$343K - $384K
|
10.5K
$483K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
142KNew |
$4.64M - $5.2M
|
142K
$6.54M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
27.1K+ 2.54% |
$883K - $990K
|
1.09M
$50.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-62- 0.74% |
$2.02K - $2.27K
|
8.33K
$383K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
14+ 0.04% |
$456 - $512
|
39.2K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 21.52% |
$1.04M - $1.16M
|
180K
$8.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.64KNew |
$249K - $279K
|
7.64K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.24KNew |
$269K - $301K
|
8.24K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280New |
$9.13K - $10.2K
|
280
$12.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-340- 5.67% |
$11.1K - $12.4K
|
5.66K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.33% |
$32.6 - $36.5
|
76
$3.49K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$181K - $203K
|
5.57K
$256K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
809+ 3.6% |
$26.4K - $29.6K
|
23.3K
$1.07M
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.39% |
$543 - $634
|
4.84K
$222K
|
|