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 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 1.92% |
$42.7K - $46.2K
|
53.3K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-343- 3.16% |
$14.6K - $15.8K
|
10.5K
$483K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
86+ 1.0% |
$3.65K - $3.95K
|
8.73K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
97+ 0.66% |
$4.11K - $4.46K
|
14.8K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.88K- 4.53% |
$79.7K - $86.4K
|
39.6K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.5K+ 100.8% |
$571K - $618K
|
26.8K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.2KNew |
$50.8K - $55K
|
1.2K
$55K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
75.8K+ 2.8% |
$3.21M - $3.48M
|
2.79M
$128M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.26% |
$806 - $873
|
7.45K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.39K+ 1.44% |
$356K - $385K
|
590K
$27.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.55% |
$382 - $414
|
1.63K
$74.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.06K+ 0.13% |
$44.9K - $48.7K
|
814K
$37.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
147KNew |
$6.22M - $6.74M
|
147K
$6.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7K+ 88.6% |
$582K - $631K
|
29.2K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1- -0.0% |
$42.4 - $46
|
26.2K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-252- 4.11% |
$10.7K - $11.6K
|
5.87K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.18KNew |
$220K - $238K
|
5.18K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.79K+ 1.2% |
$75.7K - $82K
|
151K
$6.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-12.5K- 1.97% |
$532K - $576K
|
624K
$28.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-796- 1.96% |
$33.8K - $36.6K
|
39.7K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.02KNew |
$128K - $139K
|
3.02K
$139K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
10K+ 7.18% |
$425K - $461K
|
150K
$6.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
42.9K+ 13.55% |
$1.82M - $1.97M
|
359K
$16.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.9K+ 21.0% |
$1.35M - $1.46M
|
184K
$8.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 2.48% |
$431K - $467K
|
399K
$18.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3.36K- 3.39% |
$143K - $155K
|
95.9K
$4.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-920- 9.27% |
$39K - $42.3K
|
9K
$414K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-12.7K- 17.14% |
$540K - $585K
|
61.5K
$2.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
79.3K+ 34.52% |
$3.37M - $3.65M
|
309K
$14.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.12% |
$509 - $552
|
9.85K
$453K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
101K+ 24.14% |
$4.3M - $4.66M
|
522K
$24M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 8.91% |
$764 - $827
|
220
$10.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-501- 1.78% |
$21.3K - $23K
|
27.7K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-3.22K- 34.09% |
$137K - $148K
|
6.23K
$286K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-140- 1.53% |
$5.94K - $6.43K
|
9K
$413K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.33K- 2.93% |
$141K - $153K
|
111K
$5.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 2.37% |
$89.3K - $96.7K
|
86.8K
$3.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.48K- 0.19% |
$63K - $68.2K
|
795K
$36.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-196- 1.77% |
$8.31K - $9.01K
|
10.9K
$500K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.93K+ 1.14% |
$81.9K - $88.7K
|
171K
$7.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
470+ 4.24% |
$19.9K - $21.6K
|
11.5K
$531K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.63K+ 9.93% |
$154K - $167K
|
40.2K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.08K- 0.49% |
$45.7K - $49.5K
|
217K
$9.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
5.88K+ 2.58% |
$250K - $270K
|
234K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.35K+ 24.71% |
$142K - $154K
|
16.9K
$776K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
16.2K+ 1.68% |
$685K - $742K
|
977K
$44.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
45K+ 832.66% |
$1.91M - $2.07M
|
50.4K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.7K+ 30.48% |
$369K - $400K
|
37.2K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-3- 4.29% |
$127 - $138
|
67
$3.08K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.21K+ 0.99% |
$136K - $148K
|
328K
$15.1M
|
|