Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.7K+ 0.63% |
$147K - $174K
|
1.08M
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.47K+ 4.11% |
$142K - $168K
|
164K
$3.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.25KNew |
$137K - $163K
|
6.25K
$148K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.81K+ 4.88% |
$127K - $151K
|
125K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.78K+ 7.09% |
$127K - $151K
|
87.3K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.63K+ 8.97% |
$123K - $146K
|
68.4K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.38K+ 1.39% |
$118K - $140K
|
391K
$9.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.33K+ 6.24% |
$117K - $139K
|
90.7K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.29K+ 10.39% |
$116K - $138K
|
56.2K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.12K+ 27.53% |
$112K - $133K
|
23.7K
$562K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.99K+ 6.04% |
$109K - $130K
|
87.5K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.93KNew |
$108K - $128K
|
4.93K
$117K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.78K+ 2.69% |
$105K - $124K
|
183K
$4.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.69K+ 4.26% |
$103K - $122K
|
115K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.64K+ 79.47% |
$102K - $121K
|
10.5K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.55K+ 37.82% |
$99.6K - $118K
|
16.6K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.75K+ 1.0% |
$82.1K - $97.5K
|
379K
$8.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.33K+ 7.27% |
$73K - $86.8K
|
49.2K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.08K+ 4.61% |
$67.5K - $80.2K
|
70K
$1.66M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$65.7K - $78.1K
|
3K
$71.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.61K+ 5.16% |
$57.3K - $68K
|
53.3K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.33K+ 0.66% |
$51.1K - $60.6K
|
354K
$8.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 47.58% |
$46.9K - $55.7K
|
6.64K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.13K+ 21.76% |
$46.7K - $55.5K
|
11.9K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11K+ 5.21% |
$46.3K - $54.9K
|
42.6K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.11K+ 2.28% |
$46.2K - $54.9K
|
94.6K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.88K+ 15.64% |
$41.1K - $48.8K
|
13.9K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.87K+ 18.82% |
$41K - $48.7K
|
11.8K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.71K+ 8.28% |
$37.5K - $44.5K
|
22.4K
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.52K+ 15.26% |
$33.3K - $39.6K
|
11.5K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42K+ 41.91% |
$31.1K - $36.9K
|
4.81K
$114K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 81.68% |
$30.4K - $36.1K
|
3.09K
$73.1K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 81.68% |
$30.4K - $36.1K
|
3.09K
$73.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.22KNew |
$26.7K - $31.7K
|
1.22K
$28.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 3.5% |
$25.8K - $30.7K
|
34.8K
$826K
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.09K+ 0.28% |
$23.8K - $28.3K
|
391K
$9.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01K+ 0.54% |
$22.1K - $26.2K
|
188K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
899+ 0.33% |
$19.7K - $23.4K
|
275K
$6.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
873+ 1.31% |
$19.1K - $22.7K
|
67.3K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
665+ 0.14% |
$14.6K - $17.3K
|
491K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
568+ 2.63% |
$12.4K - $14.8K
|
22.2K
$526K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
557+ 5.17% |
$12.2K - $14.5K
|
11.3K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
490+ 24.32% |
$10.7K - $12.8K
|
2.51K
$59.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
320+ 0.01% |
$7.01K - $8.33K
|
2.95M
$69.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
317+ 0.57% |
$6.95K - $8.25K
|
56.2K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201New |
$4.4K - $5.23K
|
201
$4.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
168+ 0.55% |
$3.68K - $4.37K
|
30.5K
$724K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
167+ 0.3% |
$3.66K - $4.35K
|
55.1K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
156+ 0.57% |
$3.42K - $4.06K
|
27.4K
$648K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
140+ 0.51% |
$3.07K - $3.64K
|
27.5K
$651K
|