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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
816+ 1.31% |
$17.4K - $18.7K
|
63.2K
$1.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
779New |
$16.6K - $17.9K
|
779
$19.1K
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
754+ 0.32% |
$16K - $17.3K
|
240K
$5.86M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
740+ 4.29% |
$15.7K - $17K
|
18K
$440K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
728+ 72800.0% |
$15.5K - $16.7K
|
729
$17.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
681New |
$14.5K - $15.6K
|
681
$16.7K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
475+ 1.8% |
$10.1K - $10.9K
|
26.9K
$657K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
413+ 1.9% |
$8.79K - $9.48K
|
22.1K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
409New |
$8.7K - $9.39K
|
409
$10K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
376New |
$8K - $8.63K
|
376
$9.2K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
330+ 1.73% |
$7.02K - $7.58K
|
19.5K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
296+ 0.58% |
$6.3K - $6.8K
|
51.4K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
291+ 0.36% |
$6.19K - $6.68K
|
80.5K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
219+ 3.51% |
$4.66K - $5.03K
|
6.45K
$158K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
167+ 0.09% |
$3.55K - $3.83K
|
178K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 0.71% |
$1.98K - $2.14K
|
13.2K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90New |
$1.92K - $2.07K
|
90
$2.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
90+ 3.76% |
$1.92K - $2.07K
|
2.49K
$60.8K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
53+ 0.56% |
$1.13K - $1.22K
|
9.47K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15+ 0.14% |
$319 - $344
|
10.5K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$21.3 - $23
|
12.3K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.01% |
$21.3 - $23
|
9.79K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-44- 0.39% |
$936 - $1.01K
|
11.3K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-139- 1.18% |
$2.96K - $3.19K
|
11.6K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-150- 51.9% |
$3.19K - $3.44K
|
139
$3.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-304- 16.66% |
$6.47K - $6.98K
|
1.52K
$37.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-320- 1.87% |
$6.81K - $7.35K
|
16.8K
$411K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-352- 0.64% |
$7.49K - $8.08K
|
54.7K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-581- 1.49% |
$12.4K - $13.3K
|
38.4K
$939K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-718- 99.03% |
$15.3K - $16.5K
|
7
$171
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-895- 4.47% |
$19K - $20.5K
|
19.1K
$468K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.02K- 4.45% |
$21.7K - $23.4K
|
21.9K
$536K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.16K- 8.31% |
$24.6K - $26.5K
|
12.7K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-1.36K- 1.42% |
$29K - $31.3K
|
94.8K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 1.51% |
$30.8K - $33.2K
|
94.5K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.91K- 12.44% |
$40.7K - $43.9K
|
13.5K
$330K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2K- 62.39% |
$42.6K - $46K
|
1.21K
$29.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-2.08K- 0.62% |
$44.3K - $47.8K
|
335K
$8.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.15K- 0.42% |
$45.7K - $49.3K
|
508K
$12.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.18K- 17.7% |
$46.4K - $50.1K
|
10.1K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.81K- 6.71% |
$59.9K - $64.6K
|
39.1K
$957K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.3K- 97.46% |
$70.2K - $75.8K
|
86
$2.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.38K- 3.83% |
$71.8K - $77.5K
|
84.9K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3.75K- 9.22% |
$79.9K - $86.2K
|
37K
$904K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.82K- 6.3% |
$103K - $111K
|
71.7K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.58K- 99.59% |
$119K - $128K
|
23
$563
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-6.05K- 34.31% |
$129K - $139K
|
11.6K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.29K- 7.84% |
$155K - $167K
|
85.7K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-7.58K- 7.26% |
$161K - $174K
|
96.9K
$2.37M
|