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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
92New |
$3K - $3.36K
|
92
$3.83K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23.9K+ 9.16% |
$779K - $873K
|
285K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
14.4K+ 41.52% |
$469K - $526K
|
49.1K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-845- 11.52% |
$27.5K - $30.9K
|
6.49K
$270K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185- 1.03% |
$6.03K - $6.76K
|
17.8K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.96KNew |
$194K - $218K
|
5.96K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
220+ 40.0% |
$7.17K - $8.04K
|
770
$32.1K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5.77KNew |
$188K - $211K
|
5.77K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.59KNew |
$215K - $241K
|
6.59K
$274K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
142KNew |
$4.64M - $5.2M
|
142K
$5.93M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
10.5KNew |
$343K - $384K
|
10.5K
$438K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
27.1K+ 2.54% |
$883K - $990K
|
1.09M
$45.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 21.52% |
$1.04M - $1.16M
|
180K
$7.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
14+ 0.04% |
$456 - $512
|
39.2K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-62- 0.74% |
$2.02K - $2.27K
|
8.33K
$347K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.64KNew |
$249K - $279K
|
7.64K
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.24KNew |
$269K - $301K
|
8.24K
$343K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-340- 5.67% |
$11.1K - $12.4K
|
5.66K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280New |
$9.13K - $10.2K
|
280
$11.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.33% |
$32.6 - $36.5
|
76
$3.17K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$181K - $203K
|
5.57K
$232K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
809+ 3.6% |
$26.4K - $29.6K
|
23.3K
$970K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-223- 2.55% |
$7.27K - $8.15K
|
8.53K
$355K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.39% |
$543 - $634
|
4.84K
$201K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.55KNew |
$187K - $218K
|
6.55K
$273K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.2K+ 3.29% |
$290K - $339K
|
319K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.29KNew |
$237K - $277K
|
8.29K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-37- 0.07% |
$1.06K - $1.23K
|
54.7K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.57KNew |
$188K - $219K
|
6.57K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7+ 0.13% |
$200 - $234
|
5.54K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.78K- 91.23% |
$251K - $293K
|
844
$35.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 2.71% |
$343 - $400
|
431
$18K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.83KNew |
$252K - $295K
|
8.83K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6KNew |
$731K - $853K
|
25.6K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.99KNew |
$200K - $233K
|
6.99K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$174K - $203K
|
6.07K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.7KNew |
$48.6K - $56.7K
|
1.7K
$70.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.42% |
$372 - $434
|
3.11K
$130K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.13KNew |
$118K - $138K
|
4.13K
$172K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.99K- 7.68% |
$56.9K - $66.5K
|
24K
$998K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21.8KNew |
$622K - $726K
|
21.8K
$907K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.27K+ 4.2% |
$64.8K - $75.7K
|
56.3K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.6KNew |
$103K - $120K
|
3.6K
$150K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.1KNew |
$376K - $439K
|
13.1K
$548K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-697- 8.86% |
$19.9K - $23.3K
|
7.17K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.06K- 2.06% |
$202K - $236K
|
337K
$14M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.5KNew |
$186K - $217K
|
6.5K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.85KNew |
$196K - $229K
|
6.85K
$285K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-57.7KClosed |
$1.72M - $1.85M
|
0
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
720New |
$21.4K - $23.1K
|
720
$30K
|
|