Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFAR)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297- 0.35% |
$6.51K - $7.73K
|
84.7K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$548 - $651
|
25
$584
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.98KNew |
$197K - $234K
|
8.98K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27.7K+ 15.36% |
$607K - $721K
|
208K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56.5K- 52.88% |
$1.24M - $1.47M
|
50.3K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 2.26% |
$1.06M - $1.26M
|
2.2M
$51.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-35- 0.02% |
$767 - $911
|
145K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-3.44K- 5.13% |
$75.5K - $89.6K
|
63.7K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.13K+ 21.76% |
$46.7K - $55.5K
|
11.9K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.47K- 7.49% |
$76K - $90.2K
|
42.8K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-177- 48.49% |
$3.88K - $4.61K
|
188
$4.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42K+ 41.91% |
$31.1K - $36.9K
|
4.81K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
41.4KNew |
$906K - $1.08M
|
41.4K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 79.38% |
$731K - $868K
|
8.67K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 3.21% |
$351 - $416
|
483
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 3.88% |
$69.1K - $82.1K
|
78.1K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4KNew |
$469K - $557K
|
21.4K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.8KNew |
$1.05M - $1.25M
|
47.8K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11K+ 5.21% |
$46.3K - $54.9K
|
42.6K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
56.6KNew |
$1.24M - $1.47M
|
56.6K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
899+ 0.33% |
$19.7K - $23.4K
|
275K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
168+ 0.55% |
$3.68K - $4.37K
|
30.5K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 8.65% |
$236K - $281K
|
135K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.25KNew |
$137K - $163K
|
6.25K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.16K- 5.82% |
$91.1K - $108K
|
67.4K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.53K- 8.71% |
$77.2K - $91.8K
|
36.9K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.47K+ 4.11% |
$142K - $168K
|
164K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
198KNew |
$4.34M - $5.16M
|
198K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
76.6K+ 49.39% |
$1.68M - $1.99M
|
232K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.88K+ 15.64% |
$41.1K - $48.8K
|
13.9K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.9K+ 252.49% |
$1.64M - $1.95M
|
105K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.8K- 35.82% |
$1.07M - $1.27M
|
87.3K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-82.1K- 43.85% |
$1.8M - $2.14M
|
105K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.55K+ 37.82% |
$99.6K - $118K
|
16.6K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22K- 15.54% |
$482K - $573K
|
120K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201New |
$4.4K - $5.23K
|
201
$4.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-19.1K- 19.83% |
$419K - $498K
|
77.3K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-42K- 13.98% |
$921K - $1.09M
|
259K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.78K+ 7.09% |
$127K - $151K
|
87.3K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
44.4K+ 12.65% |
$973K - $1.16M
|
396K
$9.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21+ 0.05% |
$460 - $547
|
38.6K
$901K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 3.88% |
$223K - $265K
|
273K
$6.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.69K+ 48.29% |
$190K - $226K
|
26.7K
$623K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
140+ 0.51% |
$3.07K - $3.64K
|
27.5K
$641K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
35.1K+ 8.04% |
$769K - $913K
|
472K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-352- 3.08% |
$7.71K - $9.16K
|
11.1K
$259K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
27.9KNew |
$612K - $727K
|
27.9K
$652K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10K+ 11.18% |
$220K - $262K
|
99.9K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 12.67% |
$231K - $275K
|
93.8K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.59K+ 5.09% |
$188K - $224K
|
177K
$4.14M
|