Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU) during Q4 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.1K+ 27.84% |
$709K - $765K
|
82.9K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
18K+ 3.42% |
$706K - $762K
|
545K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
17.8KNew |
$700K - $755K
|
17.8K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
17.5K+ 9.62% |
$688K - $743K
|
200K
$7.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
17.1K+ 0.94% |
$672K - $725K
|
1.85M
$73.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.5K+ 4.79% |
$647K - $698K
|
361K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
16.4KNew |
$642K - $693K
|
16.4K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$637K - $688K
|
16.2K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.9K+ 8.73% |
$626K - $676K
|
199K
$7.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.9K+ 44.5% |
$625K - $675K
|
51.7K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
15.5K+ 7.68% |
$607K - $655K
|
217K
$8.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.7K+ 12.88% |
$579K - $625K
|
129K
$5.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14.4KNew |
$567K - $612K
|
14.4K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
14.2K+ 6.8% |
$557K - $601K
|
223K
$8.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13.8KNew |
$543K - $586K
|
13.8K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
13.5K+ 34.19% |
$532K - $574K
|
53.2K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
13.3KNew |
$521K - $562K
|
13.3K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 12.23% |
$520K - $561K
|
121K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13KNew |
$509K - $549K
|
13K
$513K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.5KNew |
$492K - $531K
|
12.5K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
12K+ 16.16% |
$471K - $508K
|
86.2K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
11.9KNew |
$467K - $504K
|
11.9K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 4.24% |
$456K - $492K
|
285K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 1.85% |
$453K - $489K
|
636K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.4K+ 3.04% |
$447K - $483K
|
386K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.1KNew |
$436K - $470K
|
11.1K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
11K+ 1.88% |
$433K - $467K
|
596K
$23.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 2.21% |
$428K - $462K
|
503K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10.8K+ 2.11% |
$423K - $457K
|
522K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.7K+ 93.21% |
$418K - $451K
|
22.1K
$874K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 48.03% |
$418K - $451K
|
32.8K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.6KNew |
$418K - $451K
|
10.6K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.5K+ 133.85% |
$414K - $447K
|
18.4K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.1KNew |
$398K - $429K
|
10.1K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.98K+ 3.73% |
$392K - $423K
|
278K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.95KNew |
$391K - $422K
|
9.95K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.8K+ 2.52% |
$385K - $415K
|
399K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.57K+ 4.25% |
$376K - $406K
|
235K
$9.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.29K+ 107.03% |
$365K - $394K
|
18K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
9.2K+ 5.76% |
$361K - $390K
|
169K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.08K+ 10.35% |
$357K - $385K
|
96.9K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.04K+ 20.54% |
$355K - $383K
|
53.1K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.88K+ 9.0% |
$349K - $376K
|
108K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.87KNew |
$348K - $376K
|
8.87K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.74K+ 5.29% |
$343K - $370K
|
174K
$6.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.48KNew |
$333K - $359K
|
8.48K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8.27K+ 4.98% |
$325K - $350K
|
174K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
8.17KNew |
$321K - $346K
|
8.17K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.15K+ 8.9% |
$320K - $345K
|
99.7K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.07KNew |
$317K - $342K
|
8.07K
$319K
|