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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.14% |
$318 - $361
|
10.1K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39- 1.26% |
$886 - $1K
|
3.05K
$69.8K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53- 0.06% |
$1.2K - $1.37K
|
86.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100- 53.19% |
$2.27K - $2.58K
|
88
$2.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-101- 0.88% |
$2.29K - $2.6K
|
11.4K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-102- 0.34% |
$2.32K - $2.63K
|
30.2K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-121- 0.98% |
$2.75K - $3.12K
|
12.3K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-148- 0.27% |
$3.36K - $3.81K
|
55K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-175- 1.44% |
$3.98K - $4.51K
|
12K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-429- 2.03% |
$9.75K - $11.1K
|
20.7K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-441- 0.42% |
$10K - $11.4K
|
104K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-529- 21.12% |
$12K - $13.6K
|
1.98K
$45.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-637- 5.03% |
$14.5K - $16.4K
|
12K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-869- 7.21% |
$19.7K - $22.4K
|
11.2K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 0.39% |
$24.6K - $27.9K
|
274K
$6.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.29K- 0.52% |
$29.2K - $33.1K
|
245K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 12.08% |
$37.1K - $42K
|
11.9K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74K- 4.72% |
$39.5K - $44.8K
|
35.1K
$804K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.86K- 13.41% |
$42.3K - $47.9K
|
12K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 29.09% |
$43.8K - $49.7K
|
4.71K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 10.76% |
$45.4K - $51.5K
|
16.6K
$380K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.06K- 4.8% |
$46.7K - $53K
|
40.8K
$935K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.09K- 3.1% |
$47.4K - $53.8K
|
65.3K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.35K- 2.91% |
$53.4K - $60.5K
|
78.5K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.04K- 19.13% |
$69K - $78.2K
|
12.8K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-3.29K- 0.84% |
$74.7K - $84.8K
|
388K
$8.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.8K- 14.5% |
$86.4K - $98K
|
22.4K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.22K- 4.46% |
$95.9K - $109K
|
90.4K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.77K- 1.45% |
$108K - $123K
|
324K
$7.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.63K- 90.01% |
$128K - $145K
|
625
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6.17K- 9.16% |
$140K - $159K
|
61.2K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.34K- 3.67% |
$144K - $163K
|
166K
$3.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.64K- 12.38% |
$151K - $171K
|
47K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.71K- 1.63% |
$152K - $173K
|
404K
$9.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.87K- 1.81% |
$202K - $228K
|
482K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.05K- 3.72% |
$206K - $233K
|
234K
$5.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.1K- 26.18% |
$207K - $234K
|
25.6K
$588K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.14K- 0.85% |
$208K - $235K
|
1.07M
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.26K- 8.2% |
$210K - $238K
|
104K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 25.19% |
$244K - $277K
|
31.9K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.9K- 32.17% |
$248K - $281K
|
23K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 8.78% |
$289K - $328K
|
132K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 6.56% |
$323K - $366K
|
202K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-15.3K- 19.76% |
$347K - $393K
|
62K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.1K- 19.42% |
$433K - $491K
|
79.1K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-19.1K- 7.39% |
$434K - $492K
|
240K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-26.1K- 24.8% |
$592K - $672K
|
79.1K
$1.81M
|