Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.82M+ 1076.63% |
$38.8M - $41.9M
|
1.99M
$48.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
414K+ 3319.81% |
$8.81M - $9.5M
|
426K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
202K+ 12.55% |
$4.29M - $4.63M
|
1.81M
$44.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
156K+ 43.41% |
$3.33M - $3.59M
|
517K
$12.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
90.2K+ 51.54% |
$1.92M - $2.07M
|
265K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
88.2K+ 5.12% |
$1.88M - $2.02M
|
1.81M
$44.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
83.4K+ 5.02% |
$1.77M - $1.91M
|
1.74M
$42.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
72.2K+ 21.27% |
$1.54M - $1.66M
|
412K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
60.4K+ 30.88% |
$1.28M - $1.39M
|
256K
$6.26M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
60K+ 45.24% |
$1.28M - $1.38M
|
193K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
56.7K+ 147.07% |
$1.21M - $1.3M
|
95.3K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
50.2K+ 50.46% |
$1.07M - $1.15M
|
150K
$3.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
47.7K+ 38.32% |
$1.01M - $1.1M
|
172K
$4.21M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
41.6K+ 17.1% |
$886K - $956K
|
285K
$6.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
36K+ 9.99% |
$766K - $826K
|
396K
$9.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
34.2K+ 9.3% |
$728K - $786K
|
402K
$9.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
31.8K+ 2.92% |
$677K - $731K
|
1.12M
$27.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
30K+ 23.03% |
$639K - $690K
|
161K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
28.3K+ 46.42% |
$603K - $651K
|
89.4K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
25.6K+ 27.24% |
$544K - $587K
|
120K
$2.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
24.9K+ 19.1% |
$531K - $572K
|
155K
$3.8M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
24KNew |
$511K - $551K
|
24K
$587K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 9.91% |
$507K - $547K
|
264K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.2K+ 18.8% |
$494K - $533K
|
147K
$3.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.1K+ 6.68% |
$471K - $508K
|
353K
$8.65M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
21.6K+ 97.56% |
$459K - $495K
|
43.7K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21K+ 17.09% |
$448K - $483K
|
144K
$3.53M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
20.9K+ 7.77% |
$445K - $480K
|
290K
$7.09M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
20.7K+ 7.53% |
$441K - $476K
|
296K
$7.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.4KNew |
$433K - $467K
|
20.4K
$498K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
20K+ 17.26% |
$427K - $460K
|
136K
$3.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
20KNew |
$426K - $460K
|
20K
$490K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.9K+ 9.54% |
$423K - $456K
|
228K
$5.58M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.3K+ 128.57% |
$411K - $443K
|
34.3K
$839K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19.2K+ 21.47% |
$409K - $441K
|
109K
$2.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.1K+ 10.07% |
$406K - $438K
|
209K
$5.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
17.7K+ 129.41% |
$377K - $407K
|
31.4K
$768K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.3KNew |
$304K - $328K
|
14.3K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
14K+ 10.99% |
$297K - $320K
|
141K
$3.45M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13.2K+ 24.62% |
$281K - $303K
|
66.8K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12.5K+ 97.49% |
$267K - $288K
|
25.4K
$621K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12.4K+ 133.84% |
$265K - $286K
|
21.7K
$532K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12KNew |
$256K - $276K
|
12K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12KNew |
$254K - $274K
|
12K
$292K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
11.6KNew |
$246K - $266K
|
11.6K
$283K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.3KNew |
$218K - $235K
|
10.3K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.98KNew |
$191K - $206K
|
8.98K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.71K+ 14.89% |
$185K - $200K
|
67.2K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.61K+ 1.48% |
$183K - $198K
|
592K
$14.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
BUY
|
- |
8.44K+ 2.33% |
$180K - $194K
|
370K
$9.06M
|