Latest Institutional Purchases of Dimensional ETF Tr (DFAU)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
511KNew |
$19.4M - $21.6M
|
511K
$18.5M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
211K+ 20.86% |
$8M - $8.94M
|
1.22M
$44.2M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
179K+ 17.48% |
$6.78M - $7.58M
|
1.2M
$43.5M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
112K+ 23.14% |
$4.23M - $4.72M
|
594K
$21.4M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
104K+ 7.14% |
$3.94M - $4.4M
|
1.56M
$56.3M
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
68K+ 232.75% |
$2.57M - $2.87M
|
97.1K
$3.5M
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
67.3K+ 12.91% |
$2.55M - $2.85M
|
589K
$21.3M
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
42.4K+ 6.66% |
$1.6M - $1.79M
|
679K
$24.5M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
41.4K+ 5.83% |
$1.57M - $1.75M
|
751K
$27.1M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
39.2K+ 147.4% |
$1.48M - $1.66M
|
65.8K
$2.37M
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
37.1K+ 40.59% |
$1.4M - $1.57M
|
129K
$4.64M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
32K+ 7.71% |
$1.21M - $1.35M
|
447K
$16.1M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29.7K+ 18.48% |
$1.12M - $1.26M
|
191K
$6.88M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2K+ 19.53% |
$954K - $1.07M
|
154K
$5.57M
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
24K+ 11.73% |
$910K - $1.02M
|
229K
$8.26M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.2K+ 22.87% |
$764K - $853K
|
108K
$3.91M
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.6K+ 5.61% |
$589K - $658K
|
293K
$10.6M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$562K - $628K
|
14.8K
$536K
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
14.6K+ 67.47% |
$552K - $617K
|
36.2K
$1.31M
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
11.9K+ 15.75% |
$451K - $504K
|
87.5K
$3.16M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.6K+ 4.73% |
$363K - $406K
|
212K
$7.66M
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.4KNew |
$356K - $397K
|
9.4K
$339K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.93KNew |
$338K - $378K
|
8.93K
$322K
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.13K+ 12.2% |
$308K - $344K
|
74.8K
$2.7M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.92K+ 15.3% |
$300K - $335K
|
59.6K
$2.15M
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
7.18K+ 7.21% |
$272K - $304K
|
107K
$3.85M
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.5K+ 6.05% |
$246K - $275K
|
114K
$4.11M
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.27K+ 7.49% |
$199K - $223K
|
75.6K
$2.73M
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.3K+ 0.82% |
$163K - $182K
|
526K
$19M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.28K+ 40.2% |
$162K - $181K
|
14.9K
$538K
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.87K+ 12.18% |
$146K - $164K
|
35.6K
$1.29M
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.86K+ 2.5% |
$146K - $163K
|
158K
$5.72M
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.35K+ 2.53% |
$127K - $142K
|
136K
$4.89M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.21K+ 19.8% |
$121K - $136K
|
19.4K
$700K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.95K+ 2.15% |
$111K - $125K
|
140K
$5.04M
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.87K+ 1.29% |
$109K - $121K
|
226K
$8.14M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.95KNew |
$73.7K - $82.3K
|
1.95K
$70.2K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.64K+ 1.05% |
$62.1K - $69.4K
|
158K
$5.69M
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.45% |
$42K - $46.9K
|
245K
$8.84M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
668+ 12.82% |
$25.3K - $28.2K
|
5.88K
$212K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
592+ 6.38% |
$22.4K - $25K
|
9.87K
$356K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
535+ 0.66% |
$20.2K - $22.6K
|
81.6K
$2.94M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
414+ 1.89% |
$15.7K - $17.5K
|
22.3K
$803K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
27+ 23.28% |
$1.02K - $1.14K
|
143
$5.16K
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
18+ 0.22% |
$681 - $761
|
8.14K
$294K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
15+ 0.13% |
$568 - $634
|
11.9K
$430K
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4+ 0.05% |
$151 - $169
|
8.17K
$295K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$37.8 - $42.3
|
417
$15K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
76.6M+ 6181.61% |
$3.01B - $3.25B
|
77.8M
$2.81B
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.87MNew |
$113M - $122M
|
2.87M
$104M
|