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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23.5K+ 53.54% |
$534K - $605K
|
67.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.2K+ 14.12% |
$526K - $597K
|
187K
$4.29M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
22.9KNew |
$521K - $591K
|
22.9K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 251.89% |
$496K - $562K
|
30.5K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21.3K+ 5.04% |
$484K - $549K
|
444K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
21.3KNew |
$484K - $548K
|
21.3K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 6.18% |
$465K - $528K
|
352K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.2K+ 9.21% |
$436K - $494K
|
227K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.2K+ 15.58% |
$414K - $470K
|
135K
$3.1M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
17.7KNew |
$403K - $457K
|
17.7K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 4.55% |
$391K - $444K
|
396K
$9.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$391K - $444K
|
17.2K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17.1K+ 18.59% |
$389K - $441K
|
109K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
17KNew |
$387K - $439K
|
17K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
14.7K+ 1.77% |
$335K - $379K
|
849K
$19.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3K+ 3.66% |
$301K - $341K
|
375K
$8.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.9KNew |
$293K - $333K
|
12.9K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.4KNew |
$281K - $318K
|
12.4K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.3K+ 4.36% |
$279K - $316K
|
294K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
11.7K+ 12.54% |
$267K - $303K
|
105K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.7K+ 8.55% |
$243K - $275K
|
136K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.4K+ 110.25% |
$237K - $269K
|
19.9K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.1K+ 2.85% |
$229K - $260K
|
364K
$8.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.59KNew |
$218K - $247K
|
9.59K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8.82K+ 4.9% |
$200K - $227K
|
189K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.77K+ 10.02% |
$199K - $226K
|
96.3K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
8.66KNew |
$197K - $223K
|
8.66K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.54K+ 4.82% |
$194K - $220K
|
186K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.2K+ 170.72% |
$186K - $211K
|
13K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.5K+ 3.44% |
$170K - $193K
|
225K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.4K+ 3.47% |
$168K - $191K
|
221K
$5.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.21K+ 10.54% |
$164K - $186K
|
75.6K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.57K+ 0.55% |
$149K - $169K
|
1.2M
$27.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6.4K+ 14.92% |
$145K - $165K
|
49.3K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.93K+ 21.61% |
$135K - $153K
|
33.4K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.55K+ 2.95% |
$126K - $143K
|
194K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.5K+ 24.79% |
$125K - $142K
|
27.7K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.39K+ 3.02% |
$123K - $139K
|
184K
$4.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.39K+ 24.1% |
$123K - $139K
|
27.8K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.36K+ 9.46% |
$122K - $138K
|
62K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.33K+ 6.28% |
$121K - $137K
|
90.1K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.13KNew |
$117K - $132K
|
5.13K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12K+ 23.94% |
$116K - $132K
|
26.5K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.88K+ 6.97% |
$111K - $126K
|
74.8K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.78K+ 28.82% |
$109K - $123K
|
21.4K
$489K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.52K+ 3.95% |
$103K - $116K
|
119K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.43K+ 83.43% |
$101K - $114K
|
9.74K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 936.58% |
$98.3K - $111K
|
4.79K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.26K+ 4.87% |
$96.7K - $110K
|
91.6K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.16K+ 30.76% |
$94.6K - $107K
|
17.7K
$406K
|