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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
244+ 1.2% |
$4.98K - $5.42K
|
20.6K
$483K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
236+ 1.77% |
$4.82K - $5.25K
|
13.5K
$317K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
171+ 21.95% |
$3.49K - $3.8K
|
950
$22.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
160+ 0.43% |
$3.27K - $3.56K
|
37.2K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
155+ 1.15% |
$3.16K - $3.45K
|
13.6K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
120+ 0.63% |
$2.45K - $2.67K
|
19.3K
$452K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
108+ 432.0% |
$2.2K - $2.4K
|
133
$3.12K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
74+ 0.41% |
$1.51K - $1.65K
|
18.3K
$428K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
61+ 43.88% |
$1.25K - $1.36K
|
200
$4.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
41+ 3.95% |
$837 - $911
|
1.08K
$25.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 0.25% |
$327 - $356
|
6.47K
$152K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12New |
$245 - $267
|
12
$281
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.06% |
$122 - $133
|
9.8K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$102 - $111
|
11.6K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21- 0.19% |
$429 - $467
|
10.8K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.06% |
$612 - $667
|
46.3K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-94- 0.35% |
$1.92K - $2.09K
|
26.8K
$628K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-95- 0.02% |
$1.94K - $2.11K
|
420K
$9.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-113- 0.52% |
$2.31K - $2.51K
|
21.6K
$507K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-162- 0.23% |
$3.31K - $3.6K
|
71.5K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-270- 2.12% |
$5.51K - $6K
|
12.5K
$292K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-290- 2.83% |
$5.92K - $6.45K
|
9.96K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-321- 6.66% |
$6.55K - $7.14K
|
4.5K
$105K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-358- 0.11% |
$7.31K - $7.96K
|
334K
$7.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-379- 0.41% |
$7.74K - $8.43K
|
92.1K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-416- 0.62% |
$8.49K - $9.25K
|
66.9K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-438- 0.69% |
$8.94K - $9.74K
|
62.8K
$1.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-497- 0.53% |
$10.1K - $11K
|
94K
$2.2M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-505- 1.32% |
$10.3K - $11.2K
|
37.9K
$888K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-756- 3.45% |
$15.4K - $16.8K
|
21.2K
$496K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.1K- 75.46% |
$22.5K - $24.5K
|
359
$8.41K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.39K- 44.96% |
$28.3K - $30.8K
|
1.7K
$39.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.67K- 14.45% |
$34.2K - $37.2K
|
9.91K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.92K- 9.89% |
$39.3K - $42.8K
|
17.5K
$411K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2K- 9.99% |
$40.8K - $44.5K
|
18K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.11K- 12.54% |
$43K - $46.9K
|
14.7K
$345K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.63K- 19.95% |
$53.7K - $58.5K
|
10.6K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.18K- 11.85% |
$64.9K - $70.7K
|
23.7K
$554K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.33K- 18.26% |
$68K - $74K
|
14.9K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.33K- 1.34% |
$68K - $74.1K
|
246K
$5.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 88.29% |
$71.1K - $77.4K
|
462
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.5K- 10.56% |
$71.5K - $77.8K
|
29.7K
$695K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.54K- 17.04% |
$72.3K - $78.7K
|
17.2K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.14K- 4.83% |
$84.4K - $92K
|
81.5K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.61KClosed |
$114K - $125K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-7.96K- 15.47% |
$163K - $177K
|
43.5K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-9.73K- 4.94% |
$199K - $216K
|
187K
$4.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.8K- 12.21% |
$241K - $262K
|
84.9K
$1.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12K- 2.36% |
$245K - $266K
|
496K
$11.6M
|