Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16M+ 500.61% |
$23.7M - $25.9M
|
1.4M
$32.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.02M+ 2052.44% |
$20.8M - $22.7M
|
1.07M
$24.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
957K+ 48.01% |
$19.5M - $21.3M
|
2.95M
$68.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
338K+ 18.66% |
$6.89M - $7.51M
|
2.15M
$50.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
331KNew |
$6.75M - $7.35M
|
331K
$7.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
245K+ 174.21% |
$5M - $5.45M
|
386K
$9M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
228K+ 44.01% |
$4.64M - $5.06M
|
744K
$17.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
160KNew |
$3.27M - $3.56M
|
160K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
155KNew |
$3.16M - $3.45M
|
155K
$3.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
143K+ 68.49% |
$2.92M - $3.18M
|
352K
$8.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
136K+ 33.07% |
$2.78M - $3.03M
|
548K
$12.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
135K+ 7.76% |
$2.76M - $3.01M
|
1.88M
$43.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
66K+ 23.16% |
$1.35M - $1.47M
|
351K
$8.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
65K+ 24.53% |
$1.33M - $1.45M
|
330K
$7.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
64.3K+ 15.08% |
$1.31M - $1.43M
|
491K
$11.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
62K+ 5.52% |
$1.26M - $1.38M
|
1.18M
$27.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52K+ 298.54% |
$1.06M - $1.16M
|
69.5K
$1.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51.3K+ 124.45% |
$1.05M - $1.14M
|
92.5K
$2.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
49.1K+ 12.2% |
$1M - $1.09M
|
451K
$10.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46.7K+ 17.65% |
$952K - $1.04M
|
311K
$7.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
46.2KNew |
$943K - $1.03M
|
46.2K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
46K+ 1849.13% |
$938K - $1.02M
|
48.4K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
45.9KNew |
$936K - $1.02M
|
45.9K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42.8K+ 29.71% |
$874K - $952K
|
187K
$4.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.8K+ 18.4% |
$832K - $907K
|
262K
$6.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
40.3K+ 10.18% |
$823K - $897K
|
437K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.5KNew |
$787K - $857K
|
38.5K
$898K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
37.8K+ 39.69% |
$772K - $841K
|
133K
$3.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.3K+ 24.0% |
$762K - $829K
|
193K
$4.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
34.3K+ 4.2% |
$701K - $764K
|
852K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
31.6K+ 221.01% |
$645K - $702K
|
45.9K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
30.9K+ 45.58% |
$630K - $686K
|
98.6K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
30.7K+ 20.47% |
$626K - $682K
|
180K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30.4KNew |
$620K - $675K
|
30.4K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 256.89% |
$595K - $648K
|
40.5K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 211.63% |
$583K - $634K
|
42K
$980K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28.1K+ 42.87% |
$574K - $626K
|
93.8K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
27.9K+ 19.82% |
$570K - $621K
|
169K
$3.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26.7K+ 13.87% |
$545K - $594K
|
219K
$5.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
26.6K+ 16.6% |
$544K - $592K
|
187K
$4.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.3K+ 6.04% |
$436K - $474K
|
375K
$8.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.3K+ 151.28% |
$414K - $451K
|
33.7K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
BUY
|
- |
19.3K+ 5.22% |
$395K - $430K
|
390K
$9.09M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
18KNew |
$367K - $400K
|
18K
$419K
|
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
17.2K+ 6.73% |
$352K - $383K
|
273K
$6.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
14.9KNew |
$304K - $331K
|
14.9K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
14.8K+ 7.11% |
$302K - $329K
|
223K
$5.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 19.02% |
$271K - $296K
|
83.2K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
10.9K+ 7.43% |
$222K - $242K
|
158K
$3.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10.2K+ 15.25% |
$208K - $226K
|
77K
$1.79M
|