Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
106KNew |
$2.41M - $2.73M
|
106K
$2.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
81.5K+ 27.99% |
$1.85M - $2.1M
|
373K
$8.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
55.7K+ 180.04% |
$1.26M - $1.43M
|
86.6K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
39.8K+ 5.11% |
$904K - $1.03M
|
819K
$19.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3K+ 3.66% |
$301K - $341K
|
375K
$8.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.3K+ 4.36% |
$279K - $316K
|
294K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.1K+ 2.85% |
$229K - $260K
|
364K
$8.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.4K+ 3.47% |
$168K - $191K
|
221K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.21K+ 10.54% |
$164K - $186K
|
75.6K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.47K+ 5.99% |
$78.8K - $89.4K
|
61.4K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.83K+ 2.71% |
$41.5K - $47K
|
69.1K
$1.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
683New |
$15.5K - $17.6K
|
683
$15.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
298+ 4.35% |
$6.77K - $7.68K
|
7.15K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
255+ 1.39% |
$5.79K - $6.57K
|
18.6K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
65+ 0.47% |
$1.48K - $1.67K
|
13.8K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
37+ 0.33% |
$841 - $953
|
11.4K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-102- 0.34% |
$2.32K - $2.63K
|
30.2K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-529- 21.12% |
$12K - $13.6K
|
1.98K
$46.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 12.08% |
$37.1K - $42K
|
11.9K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74K- 4.72% |
$39.5K - $44.8K
|
35.1K
$818K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.77K- 1.45% |
$108K - $123K
|
324K
$7.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.64K- 12.38% |
$151K - $171K
|
47K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.26K- 8.2% |
$210K - $238K
|
104K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.9K- 32.17% |
$248K - $281K
|
23K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 6.56% |
$323K - $366K
|
202K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-26.2K- 4.83% |
$596K - $676K
|
517K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-51.9K- 13.63% |
$1.18M - $1.34M
|
329K
$7.66M
|