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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-31- 2.8% |
$1.22K - $1.31K
|
1.08K
$41.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.88K+ 1.01% |
$192K - $207K
|
487K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 42.98% |
$394K - $425K
|
13.3K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.14% |
$353 - $381
|
6.56K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.12K- 10.6% |
$162K - $174K
|
34.7K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
5+ 0.02% |
$196 - $212
|
23.9K
$914K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.3K+ 5.63% |
$874K - $944K
|
418K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
34KNew |
$1.33M - $1.44M
|
34K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2K- 13.45% |
$78.5K - $84.8K
|
12.9K
$492K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
211+ 0.27% |
$8.29K - $8.94K
|
78.6K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
426KNew |
$16.7M - $18.1M
|
426K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.1KNew |
$436K - $470K
|
11.1K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-15.6K- 14.37% |
$612K - $661K
|
92.9K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29K- 3.74% |
$1.14M - $1.23M
|
746K
$28.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-440K- 35.55% |
$17.3M - $18.6M
|
797K
$30.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
61.4K+ 2.33% |
$2.41M - $2.6M
|
2.69M
$103M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$637K - $688K
|
16.2K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.37K+ 3.14% |
$132K - $143K
|
111K
$4.24M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 1.9% |
$86.4K - $93.2K
|
118K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 1.12% |
$3.89K - $4.2K
|
8.77K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-482- 48.64% |
$18.9K - $20.4K
|
509
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
799+ 96.27% |
$31.4K - $33.9K
|
1.63K
$62.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.66K+ 2.73% |
$183K - $197K
|
175K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
125+ 0.23% |
$4.91K - $5.3K
|
55K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.01KNew |
$197K - $212K
|
5.01K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.29K+ 107.03% |
$365K - $394K
|
18K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-80.7K- 87.26% |
$3.17M - $3.42M
|
11.8K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
15.5K+ 7.68% |
$607K - $655K
|
217K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
20+ 0.39% |
$785 - $848
|
5.19K
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43.9K- 4.37% |
$1.72M - $1.86M
|
962K
$36.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-14.1K- 28.53% |
$554K - $598K
|
35.4K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
107K+ 22.82% |
$4.21M - $4.54M
|
577K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78.1K+ 2.71% |
$3.07M - $3.31M
|
2.96M
$113M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
743+ 203.56% |
$29.2K - $31.5K
|
1.11K
$42.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.27K- 10.14% |
$88.9K - $96K
|
20.1K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.29K- 2.15% |
$286K - $309K
|
332K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.98K+ 2.31% |
$117K - $126K
|
132K
$5.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
156KNew |
$6.13M - $6.61M
|
156K
$5.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 3.07% |
$39.7K - $42.8K
|
33.9K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
137+ 2.01% |
$5.38K - $5.81K
|
6.95K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.38KNew |
$54K - $58.3K
|
1.38K
$52.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-240- 2.34% |
$9.42K - $10.2K
|
10K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.07K+ 3.05% |
$238K - $257K
|
205K
$7.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
18.2K+ 2.54% |
$713K - $769K
|
734K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.54K- 8.98% |
$217K - $235K
|
56.1K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
55.6KNew |
$2.18M - $2.36M
|
55.6K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.49K- 3.64% |
$58.7K - $63.3K
|
39.6K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
57+ 0.5% |
$2.24K - $2.42K
|
11.4K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
955+ 7.47% |
$37.5K - $40.5K
|
13.7K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
62.4K+ 12.23% |
$2.45M - $2.65M
|
573K
$21.9M
|