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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
4+ 0.04% |
$170 - $184
|
9.5K
$436K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.63KNew |
$323K - $350K
|
7.63K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14+ 0.14% |
$594 - $643
|
9.67K
$444K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
80.4KNew |
$3.41M - $3.7M
|
80.4K
$3.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$84.8 - $91.9
|
11.5K
$529K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
719+ 6.38% |
$30.5K - $33K
|
12K
$551K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.63K- 5.45% |
$154K - $167K
|
63K
$2.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-484- 3.42% |
$20.5K - $22.2K
|
13.7K
$629K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-584- 4.6% |
$24.8K - $26.8K
|
12.1K
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.99K+ 1.19% |
$127K - $137K
|
255K
$11.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.1K+ 7.08% |
$469K - $508K
|
167K
$7.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-25K- 3.86% |
$1.06M - $1.15M
|
622K
$28.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.76K- 8.43% |
$74.4K - $80.7K
|
19.1K
$876K
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-12.4K- 0.96% |
$525K - $569K
|
1.28M
$58.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.08K- 18.59% |
$46K - $49.8K
|
4.75K
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.42K+ 6.02% |
$357K - $387K
|
148K
$6.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
17.7K+ 310.54% |
$752K - $815K
|
23.4K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
57.7K+ 11.98% |
$2.45M - $2.65M
|
539K
$24.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.21K+ 0.6% |
$51.2K - $55.4K
|
202K
$9.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-47.7K- 12.65% |
$2.02M - $2.19M
|
329K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
18.3K+ 8.75% |
$777K - $842K
|
228K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.27% |
$764 - $827
|
6.76K
$311K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.2K+ 0.39% |
$51K - $55.3K
|
306K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.43K- 0.73% |
$60.7K - $65.8K
|
195K
$8.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
486+ 2.19% |
$20.6K - $22.3K
|
22.7K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-707- 8.95% |
$30K - $32.5K
|
7.2K
$331K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.83K- 2.14% |
$290K - $314K
|
313K
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-46.4K- 3.65% |
$1.97M - $2.13M
|
1.22M
$56.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.6K+ 7.43% |
$280K - $303K
|
95.4K
$4.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
500+ 2.52% |
$21.2K - $23K
|
20.3K
$934K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-324- 1.67% |
$13.7K - $14.9K
|
19.1K
$877K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
176+ 0.15% |
$7.47K - $8.09K
|
118K
$5.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.75K- 12.06% |
$117K - $126K
|
20.1K
$922K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.01MNew |
$297M - $322M
|
7.01M
$322M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55.8K+ 6.69% |
$2.36M - $2.56M
|
889K
$40.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
191+ 0.89% |
$8.1K - $8.78K
|
21.7K
$995K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 124.16% |
$1.12M - $1.22M
|
47.7K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
91K+ 10.01% |
$3.86M - $4.18M
|
1M
$46M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
137New |
$5.81K - $6.3K
|
137
$6.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.19K- 28.01% |
$93.1K - $101K
|
5.64K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
222+ 2.05% |
$9.42K - $10.2K
|
11K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.46K- 10.03% |
$61.8K - $66.9K
|
13.1K
$600K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-4.12K- 19.49% |
$175K - $190K
|
17K
$783K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.99K+ 2.83% |
$424K - $459K
|
363K
$16.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14K+ 1.71% |
$596K - $646K
|
838K
$38.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 18.1% |
$733K - $794K
|
113K
$5.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.08K- 1.29% |
$45.6K - $49.5K
|
82.5K
$3.79M
|
|