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 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 2.22% |
$92.3K - $105K
|
187K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
3.86K+ 5.48% |
$87.7K - $99.5K
|
74.3K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.76K+ 4.11% |
$85.3K - $96.7K
|
95.2K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.48K+ 6.53% |
$79.1K - $89.7K
|
56.8K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.47K+ 5.99% |
$78.8K - $89.4K
|
61.4K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.41K+ 6.93% |
$77.5K - $87.9K
|
52.6K
$1.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.34K+ 8.66% |
$75.9K - $86K
|
41.9K
$960K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.25K+ 3.58% |
$73.8K - $83.7K
|
93.9K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.15K+ 11.96% |
$71.6K - $81.2K
|
29.5K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.12K+ 0.69% |
$70.9K - $80.4K
|
454K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.99K+ 2.21% |
$68K - $77K
|
138K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
2.87KNew |
$65.1K - $73.9K
|
2.87K
$65.7K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61K+ 5.19% |
$59.3K - $67.3K
|
52.9K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.28K+ 8.33% |
$51.8K - $58.7K
|
29.6K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.27K+ 4.93% |
$51.5K - $58.3K
|
48.2K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.85K+ 9.6% |
$42K - $47.7K
|
21.1K
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.83K+ 2.71% |
$41.5K - $47K
|
69.1K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 2.29% |
$40.7K - $46.2K
|
79.9K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.7K+ 16.25% |
$38.7K - $43.9K
|
12.2K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.58KNew |
$35.9K - $40.7K
|
1.58K
$36.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.57K+ 2.79% |
$35.6K - $40.4K
|
57.8K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.53K+ 29.83% |
$34.7K - $39.3K
|
6.65K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.37KNew |
$31K - $35.2K
|
1.37K
$31.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.27K+ 12.11% |
$28.8K - $32.7K
|
11.8K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$24.7K - $27.9K
|
1.09K
$24.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
864+ 1.54% |
$19.6K - $22.3K
|
57K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
823New |
$18.7K - $21.2K
|
823
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
728+ 6.16% |
$16.5K - $18.8K
|
12.5K
$287K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
683New |
$15.5K - $17.6K
|
683
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
647+ 0.33% |
$14.7K - $16.7K
|
199K
$4.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
610+ 1.68% |
$13.9K - $15.7K
|
36.9K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
443+ 1.45% |
$10.1K - $11.4K
|
31K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
363+ 1.98% |
$8.25K - $9.35K
|
18.7K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
322+ 0.27% |
$7.32K - $8.29K
|
120K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
314+ 2.1% |
$7.13K - $8.09K
|
15.3K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
298+ 4.35% |
$6.77K - $7.68K
|
7.15K
$164K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
280+ 129.63% |
$6.36K - $7.21K
|
496
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
255+ 1.39% |
$5.79K - $6.57K
|
18.6K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
229+ 0.23% |
$5.2K - $5.9K
|
99.7K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
221+ 0.6% |
$5.02K - $5.69K
|
36.9K
$845K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
125+ 13.16% |
$2.84K - $3.22K
|
1.08K
$24.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
97New |
$2.2K - $2.5K
|
97
$2.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
88+ 0.74% |
$2K - $2.27K
|
12K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75+ 1.65% |
$1.7K - $1.93K
|
4.61K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
65+ 0.47% |
$1.48K - $1.67K
|
13.8K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
48+ 0.12% |
$1.09K - $1.24K
|
41.2K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$1.02K - $1.16K
|
45
$1.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
37+ 0.33% |
$841 - $953
|
11.4K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31New |
$704 - $799
|
31
$711
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30+ 0.18% |
$682 - $773
|
17K
$391K
|