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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 124.16% |
$1.12M - $1.22M
|
47.7K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25.1KNew |
$1.06M - $1.15M
|
25.1K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
24.6K+ 4.79% |
$1.04M - $1.13M
|
539K
$24.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
24.3K+ 2.36% |
$1.03M - $1.11M
|
1.05M
$48.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.3K+ 11.67% |
$986K - $1.07M
|
223K
$10.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
23K+ 7.14% |
$977K - $1.06M
|
345K
$15.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
18.3K+ 8.75% |
$777K - $842K
|
228K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.1K+ 3.67% |
$766K - $830K
|
510K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
17.8K+ 3.62% |
$757K - $820K
|
511K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$753K - $815K
|
17.7K
$815K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
17.7K+ 310.54% |
$752K - $815K
|
23.4K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.5K+ 707.26% |
$744K - $806K
|
20K
$920K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.5K+ 2.59% |
$742K - $804K
|
692K
$31.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 18.1% |
$733K - $794K
|
113K
$5.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 4.8% |
$707K - $766K
|
364K
$16.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
16.2K+ 1.68% |
$685K - $742K
|
977K
$44.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
14.1K+ 5.78% |
$599K - $649K
|
258K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14K+ 1.71% |
$596K - $646K
|
838K
$38.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.9K+ 13.98% |
$592K - $641K
|
114K
$5.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
13.8K+ 2.24% |
$586K - $635K
|
632K
$29M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7K+ 88.6% |
$582K - $631K
|
29.2K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.5K+ 100.8% |
$571K - $618K
|
26.8K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
13.1K+ 4.96% |
$557K - $603K
|
278K
$12.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.4KNew |
$526K - $570K
|
12.4K
$570K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 2854.74% |
$511K - $554K
|
12.5K
$573K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.1K+ 7.08% |
$469K - $508K
|
167K
$7.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.7K+ 3.5% |
$453K - $490K
|
315K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10.7K+ 9.42% |
$452K - $490K
|
124K
$5.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$443K - $480K
|
10.4K
$480K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
10K+ 7.18% |
$425K - $461K
|
150K
$6.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.99K+ 2.83% |
$424K - $459K
|
363K
$16.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.97K+ 2.63% |
$423K - $458K
|
389K
$17.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.87K+ 13.68% |
$419K - $454K
|
82K
$3.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9.83K+ 3.77% |
$417K - $452K
|
270K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
9.77KNew |
$414K - $449K
|
9.77K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.57K+ 5.65% |
$406K - $440K
|
179K
$8.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.91K+ 15.9% |
$378K - $409K
|
65K
$2.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.7K+ 30.48% |
$369K - $400K
|
37.2K
$1.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
8.57KNew |
$363K - $394K
|
8.57K
$394K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.42K+ 6.02% |
$357K - $387K
|
148K
$6.81M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.39K+ 1.44% |
$356K - $385K
|
590K
$27.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.93KNew |
$336K - $365K
|
7.93K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7.88K+ 17.63% |
$334K - $362K
|
52.5K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.74K+ 20.91% |
$328K - $356K
|
44.8K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7.63K+ 2.45% |
$324K - $351K
|
319K
$14.6M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.63KNew |
$323K - $350K
|
7.63K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7.58KNew |
$322K - $349K
|
7.58K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.93K+ 0.51% |
$294K - $318K
|
1.37M
$63.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.78K+ 212.18% |
$287K - $311K
|
9.97K
$458K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.64KNew |
$282K - $305K
|
6.64K
$305K
|
|