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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
497+ 3.15% |
$21.1K - $22.8K
|
16.3K
$748K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
486+ 2.19% |
$20.6K - $22.3K
|
22.7K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
393+ 3.06% |
$16.7K - $18.1K
|
13.2K
$608K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
327+ 3.0% |
$13.9K - $15K
|
11.2K
$515K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
321+ 0.7% |
$13.6K - $14.8K
|
46K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
222+ 2.05% |
$9.42K - $10.2K
|
11K
$507K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
213+ 9.65% |
$9.04K - $9.79K
|
2.42K
$111K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
191+ 0.89% |
$8.1K - $8.78K
|
21.7K
$995K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
176+ 0.15% |
$7.47K - $8.09K
|
118K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
152+ 0.87% |
$6.45K - $6.99K
|
17.5K
$806K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
137New |
$5.81K - $6.3K
|
137
$6.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
135+ 0.23% |
$5.73K - $6.2K
|
58K
$2.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
121+ 0.23% |
$5.13K - $5.56K
|
51.6K
$2.37M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
100+ 0.19% |
$4.24K - $4.6K
|
52.2K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
88+ 0.16% |
$3.73K - $4.04K
|
55.3K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
86+ 1.0% |
$3.65K - $3.95K
|
8.73K
$401K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
63+ 0.25% |
$2.67K - $2.9K
|
24.8K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
45+ 0.13% |
$1.91K - $2.07K
|
33.5K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
35+ 0.26% |
$1.48K - $1.61K
|
13.4K
$617K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
32+ 0.08% |
$1.36K - $1.47K
|
39.1K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
26+ 0.26% |
$1.1K - $1.19K
|
9.98K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 0.07% |
$1.06K - $1.15K
|
36.4K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
19+ 1.84% |
$806 - $873
|
1.05K
$48.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19+ 0.27% |
$806 - $873
|
7.16K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.26% |
$806 - $873
|
7.45K
$342K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
18+ 0.19% |
$764 - $827
|
9.31K
$428K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.27% |
$764 - $827
|
6.76K
$311K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 8.91% |
$764 - $827
|
220
$10.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
15+ 0.09% |
$636 - $689
|
17.1K
$786K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14+ 0.14% |
$594 - $643
|
9.67K
$444K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
12+ 0.04% |
$509 - $552
|
34.3K
$1.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.12% |
$509 - $552
|
9.85K
$453K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5+ 0.06% |
$212 - $230
|
8.92K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5New |
$212 - $230
|
5
$230
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
5+ 0.02% |
$212 - $230
|
22.4K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
4+ 0.04% |
$170 - $184
|
9.5K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.01% |
$127 - $138
|
58.9K
$2.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
3+ 0.06% |
$127 - $138
|
5.42K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3+ 0.04% |
$127 - $138
|
7K
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.12% |
$84.8 - $91.9
|
1.66K
$76.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.67% |
$42.4 - $46
|
150
$6.89K
|
|
| Q2 2025 | |||||||
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.71MNew |
$92.2M - $115M
|
2.71M
$125M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.02MNew |
$68.8M - $85.6M
|
2.02M
$92.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
220KNew |
$7.48M - $9.3M
|
220K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
171KNew |
$5.8M - $7.22M
|
171K
$7.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
128KNew |
$4.35M - $5.42M
|
128K
$5.88M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 49.49% |
$3.7M - $4.61M
|
328K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.5KNew |
$2.3M - $2.86M
|
67.5K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
54.4KNew |
$1.85M - $2.31M
|
54.4K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
27.7K+ 90.52% |
$943K - $1.17M
|
58.3K
$2.68M
|
|