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 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.21K+ 1.59% |
$221K - $240K
|
333K
$15.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-6.19K- 42.25% |
$263K - $284K
|
8.46K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-320- 1.02% |
$13.6K - $14.7K
|
31K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
15+ 0.09% |
$636 - $689
|
17.1K
$786K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
76K+ 11.62% |
$3.22M - $3.49M
|
730K
$33.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
49.6K+ 3.3% |
$2.1M - $2.28M
|
1.55M
$71.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.22K+ 1.37% |
$94K - $102K
|
163K
$7.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-412- 1.2% |
$17.5K - $18.9K
|
33.8K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 0.15% |
$49.7K - $53.8K
|
793K
$36.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.4KNew |
$526K - $570K
|
12.4K
$570K
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-1.9K- 0.3% |
$80.6K - $87.4K
|
626K
$28.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
35+ 0.26% |
$1.48K - $1.61K
|
13.4K
$617K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-526- 0.4% |
$22.3K - $24.2K
|
131K
$6.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.9K+ 13.98% |
$592K - $641K
|
114K
$5.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-221- 3.11% |
$9.37K - $10.2K
|
6.88K
$316K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.57KNew |
$194K - $210K
|
4.57K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.62K- 1.97% |
$408K - $442K
|
478K
$22M
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-5.45K- 6.02% |
$231K - $250K
|
85K
$3.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.95KNew |
$253K - $274K
|
5.95K
$274K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
12+ 0.04% |
$509 - $552
|
34.3K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
516+ 9.27% |
$21.9K - $23.7K
|
6.08K
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-300- 1.7% |
$12.7K - $13.8K
|
17.4K
$798K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 0.48% |
$106K - $115K
|
521K
$23.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
3+ 0.06% |
$127 - $138
|
5.42K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
41.1K+ 17.42% |
$1.74M - $1.89M
|
277K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.48K- 3.41% |
$105K - $114K
|
70.3K
$3.23M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3+ 0.04% |
$127 - $138
|
7K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-591- 1.03% |
$25.1K - $27.2K
|
56.8K
$2.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-4.85K- 13.86% |
$206K - $223K
|
30.1K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-103K- 18.16% |
$4.36M - $4.72M
|
463K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
89.5K+ 7.07% |
$3.8M - $4.11M
|
1.36M
$62.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-23.7K- 5.82% |
$1.01M - $1.09M
|
383K
$17.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
5+ 0.02% |
$212 - $230
|
22.4K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.72K- 5.04% |
$243K - $263K
|
108K
$4.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.67K+ 2.77% |
$113K - $123K
|
99.1K
$4.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-403- 0.76% |
$17.1K - $18.5K
|
52.6K
$2.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-125K- 4.98% |
$5.31M - $5.75M
|
2.39M
$110M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-144K- 78.79% |
$6.11M - $6.62M
|
38.8K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.28K+ 12.83% |
$182K - $197K
|
37.6K
$1.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-171- 2.9% |
$7.25K - $7.86K
|
5.72K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.14K- 0.12% |
$133K - $144K
|
2.73M
$125M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
2.3K+ 2.07% |
$97.4K - $106K
|
113K
$5.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5New |
$212 - $230
|
5
$230
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-50.3K- 1.45% |
$2.13M - $2.31M
|
3.42M
$157M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.89K+ 8.44% |
$122K - $133K
|
37.1K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
19+ 1.84% |
$806 - $873
|
1.05K
$48.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-15.1K- 8.44% |
$639K - $693K
|
164K
$7.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
24.6K+ 4.79% |
$1.04M - $1.13M
|
539K
$24.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
152+ 0.87% |
$6.45K - $6.99K
|
17.5K
$806K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14.6K- 1.76% |
$620K - $671K
|
814K
$37.4M
|
|