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 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-713K- 39.07% |
$30.2M - $32.8M
|
1.11M
$51.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.78K+ 212.18% |
$287K - $311K
|
9.97K
$458K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
9.77KNew |
$414K - $449K
|
9.77K
$449K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 2854.74% |
$511K - $554K
|
12.5K
$573K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
321+ 0.7% |
$13.6K - $14.8K
|
46K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
287K+ 66.24% |
$12.2M - $13.2M
|
719K
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.8K- 3.81% |
$76.5K - $82.9K
|
45.5K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.69K+ 0.75% |
$71.9K - $77.9K
|
227K
$10.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$1.51M - $1.63M
|
35.5K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
329K+ 176.92% |
$13.9M - $15.1M
|
514K
$23.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21.8K- 2.56% |
$927K - $1M
|
830K
$38.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-241K- 70.41% |
$10.2M - $11.1M
|
101K
$4.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-128- 2.44% |
$5.43K - $5.88K
|
5.12K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
84.8K+ 16.04% |
$3.6M - $3.9M
|
613K
$28.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25.1KNew |
$1.06M - $1.15M
|
25.1K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
174KNew |
$7.36M - $7.98M
|
174K
$7.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-256- 2.7% |
$10.9K - $11.8K
|
9.21K
$423K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-34.3K- 5.12% |
$1.45M - $1.57M
|
635K
$29.2M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
45+ 0.13% |
$1.91K - $2.07K
|
33.5K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 5.06% |
$50.9K - $55.2K
|
24.9K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
474K+ 62.67% |
$20.1M - $21.8M
|
1.23M
$56.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.91K- 5.04% |
$378K - $410K
|
168K
$7.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100K+ 12.11% |
$4.25M - $4.6M
|
928K
$42.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-195- 0.71% |
$8.27K - $8.96K
|
27.3K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
506K+ 24.37% |
$21.4M - $23.2M
|
2.58M
$119M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-529- 1.32% |
$22.4K - $24.3K
|
39.5K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.6K- 12.55% |
$110K - $120K
|
18.2K
$834K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
162K+ 10.95% |
$6.87M - $7.44M
|
1.64M
$75.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 4.8% |
$707K - $766K
|
364K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
121+ 0.23% |
$5.13K - $5.56K
|
51.6K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-1- 0.03% |
$42.4 - $46
|
3.6K
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.61KNew |
$196K - $212K
|
4.61K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
14.1K+ 5.78% |
$599K - $649K
|
258K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.51K- 0.26% |
$64K - $69.3K
|
582K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-189- 0.15% |
$8.02K - $8.69K
|
130K
$5.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
98.4K+ 86.74% |
$4.17M - $4.52M
|
212K
$9.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
41.5K+ 5.04% |
$1.76M - $1.91M
|
865K
$39.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
48K+ 6.35% |
$2.04M - $2.21M
|
804K
$36.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 1.72% |
$87.3K - $94.6K
|
122K
$5.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.61K- 52.23% |
$196K - $212K
|
4.22K
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 1.18% |
$89.7K - $97.2K
|
176K
$8.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.57K+ 5.65% |
$406K - $440K
|
179K
$8.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
53.4K+ 14.88% |
$2.26M - $2.45M
|
412K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-23.4K- 54.01% |
$994K - $1.08M
|
19.9K
$916K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
68.7K+ 8.9% |
$2.91M - $3.16M
|
841K
$38.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7.58KNew |
$322K - $349K
|
7.58K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 5.01% |
$78.6K - $85.2K
|
35.1K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.59KNew |
$195K - $211K
|
4.59K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
62K+ 12.73% |
$2.63M - $2.85M
|
549K
$25.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.64KNew |
$282K - $305K
|
6.64K
$305K
|
|