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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2KNew |
$78.5K - $84.8K
|
2K
$79.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.97KNew |
$77.2K - $83.3K
|
1.97K
$77.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93K+ 71.42% |
$75.7K - $81.7K
|
4.63K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.83K+ 2.78% |
$71.7K - $77.4K
|
67.5K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.65KNew |
$64.6K - $69.8K
|
1.65K
$65.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.54K+ 8.78% |
$60.6K - $65.3K
|
19.1K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 9.57% |
$58.9K - $63.6K
|
17.2K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.5K+ 3.15% |
$58.9K - $63.6K
|
49.1K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.44KNew |
$56.7K - $61.2K
|
1.44K
$57.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.44K+ 1.37% |
$56.6K - $61.1K
|
107K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.38KNew |
$54K - $58.3K
|
1.38K
$54.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 0.27% |
$42.9K - $46.3K
|
400K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.07K+ 2.42% |
$42K - $45.3K
|
45.2K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.05K+ 11.92% |
$41.2K - $44.5K
|
9.86K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.02K+ 2.82% |
$40.2K - $43.4K
|
37.3K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 3.07% |
$39.7K - $42.8K
|
33.9K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.01K+ 9.66% |
$39.5K - $42.6K
|
11.4K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
958New |
$37.6K - $40.6K
|
958
$37.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
955+ 7.47% |
$37.5K - $40.5K
|
13.7K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
920+ 0.16% |
$36.1K - $39K
|
585K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
913+ 0.38% |
$35.9K - $38.7K
|
244K
$9.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
885+ 14.58% |
$34.8K - $37.5K
|
6.96K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
879+ 11.97% |
$34.5K - $37.3K
|
8.22K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
799+ 96.27% |
$31.4K - $33.9K
|
1.63K
$64.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
749+ 1.14% |
$29.4K - $31.7K
|
66.6K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
743+ 203.56% |
$29.2K - $31.5K
|
1.11K
$43.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
700+ 3.25% |
$27.5K - $29.7K
|
22.2K
$880K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
642+ 9.75% |
$25.2K - $27.2K
|
7.23K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
507+ 0.24% |
$19.9K - $21.5K
|
214K
$8.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
415New |
$16.3K - $17.6K
|
415
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400New |
$15.7K - $17K
|
400
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
389New |
$15.3K - $16.5K
|
389
$15.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
361+ 1.25% |
$14.2K - $15.3K
|
29.2K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
319+ 2.4% |
$12.5K - $13.5K
|
13.6K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
304+ 0.4% |
$11.9K - $12.9K
|
75.6K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
298+ 1.38% |
$11.7K - $12.6K
|
21.9K
$866K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
284+ 2.21% |
$11.2K - $12K
|
13.2K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
257+ 0.28% |
$10.1K - $10.9K
|
91.5K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
254+ 0.18% |
$9.97K - $10.8K
|
144K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
245+ 55.81% |
$9.62K - $10.4K
|
684
$27.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
231+ 0.73% |
$9.07K - $9.79K
|
31.8K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
211+ 0.27% |
$8.29K - $8.94K
|
78.6K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
181+ 0.35% |
$7.11K - $7.67K
|
52.3K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
169+ 1.05% |
$6.64K - $7.16K
|
16.2K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
162New |
$6.36K - $6.87K
|
162
$6.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
153+ 1.52% |
$6.01K - $6.48K
|
10.2K
$405K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
149New |
$5.85K - $6.31K
|
149
$5.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
137+ 2.01% |
$5.38K - $5.81K
|
6.95K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
126+ 0.29% |
$4.95K - $5.34K
|
44.2K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
126+ 0.46% |
$4.95K - $5.34K
|
27.4K
$1.09M
|