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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.27K+ 4.2% |
$64.8K - $75.7K
|
56.3K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.7KNew |
$48.6K - $56.7K
|
1.7K
$65.9K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.39% |
$543 - $634
|
4.84K
$187K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.42% |
$372 - $434
|
3.11K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7+ 0.13% |
$200 - $234
|
5.54K
$215K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
7.46K+ 147.18% |
$222K - $240K
|
12.5K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.37K+ 14.12% |
$130K - $140K
|
35.3K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17KNew |
$64.6K - $69.7K
|
2.17K
$84.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.02K+ 0.88% |
$30.3K - $32.7K
|
117K
$4.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
993New |
$29.6K - $31.9K
|
993
$38.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
720New |
$21.4K - $23.1K
|
720
$27.9K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.17MNew |
$32.9M - $36.1M
|
1.17M
$45.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
112KNew |
$3.18M - $3.48M
|
112K
$4.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
15.3KNew |
$432K - $474K
|
15.3K
$593K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.74KNew |
$191K - $209K
|
6.74K
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.58K+ 58.09% |
$186K - $204K
|
17.9K
$694K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.26K+ 22.78% |
$177K - $194K
|
33.7K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.21KNew |
$62.4K - $68.4K
|
2.21K
$85.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1.66KNew |
$46.9K - $51.4K
|
1.66K
$64.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.57KNew |
$44.4K - $48.7K
|
1.57K
$60.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
940+ 9.63% |
$26.6K - $29.1K
|
10.7K
$415K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
455K+ 12.31% |
$12.2M - $13.5M
|
4.15M
$161M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
51.6KNew |
$1.39M - $1.53M
|
51.6K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
40.1K+ 25.13% |
$1.08M - $1.19M
|
200K
$7.75M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
16.9KNew |
$455K - $502K
|
16.9K
$656K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$281K - $310K
|
10.5K
$405K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.75KNew |
$101K - $111K
|
3.75K
$145K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
978+ 1.25% |
$26.3K - $29K
|
79.5K
$3.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
500+ 5.21% |
$13.4K - $14.8K
|
10.1K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
179+ 25.61% |
$4.81K - $5.31K
|
878
$34K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
38.2K+ 81.33% |
$965K - $1.1M
|
85.3K
$3.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
16.5KNew |
$415K - $475K
|
16.5K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.53KNew |
$241K - $275K
|
9.53K
$370K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.09KNew |
$204K - $233K
|
8.09K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.49KNew |
$189K - $216K
|
7.49K
$290K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
6.67K+ 32.12% |
$168K - $192K
|
27.4K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.6KNew |
$116K - $133K
|
4.6K
$178K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 30.39% |
$82.2K - $93.9K
|
14K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9New |
$227 - $259
|
9
$349
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
418K+ 1000.14% |
$10.5M - $12.6M
|
460K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
196K+ 218.67% |
$4.93M - $5.91M
|
286K
$11.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
51.1KNew |
$1.29M - $1.54M
|
51.1K
$1.98M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.34K+ 94.76% |
$185K - $221K
|
15.1K
$585K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.04KNew |
$127K - $152K
|
5.04K
$195K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
4.54K+ 9.46% |
$114K - $137K
|
52.6K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.66K+ 25.74% |
$66.9K - $80.2K
|
13K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.16K+ 15.19% |
$29.1K - $34.9K
|
8.78K
$340K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$1.71K - $2.05K
|
68
$2.64K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
176KNew |
$4.52M - $5.59M
|
176K
$6.82M
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
145KNew |
$3.73M - $4.62M
|
145K
$5.63M
|
|