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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.25K- 7.17% |
$81.8K - $94.9K
|
54.9K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.12KNew |
$21.6K - $25.1K
|
1.12K
$26.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.7K+ 28.11% |
$823K - $955K
|
195K
$4.55M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.2K+ 3.75% |
$84.8K - $90.8K
|
116K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.39KNew |
$190K - $203K
|
9.39K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.56K- 47.07% |
$173K - $185K
|
9.63K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
162New |
$3.28K - $3.5K
|
162
$3.78K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-32.8K- 14.46% |
$663K - $709K
|
194K
$4.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
87.9K+ 23.03% |
$1.78M - $1.9M
|
469K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-12.5K- 47.44% |
$253K - $271K
|
13.9K
$324K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 114.55% |
$239K - $256K
|
22.1K
$517K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7.78KNew |
$157K - $168K
|
7.78K
$182K
|
|
| Q1 2023 | |||||||
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-20KClosed |
$396K - $478K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.1KNew |
$736K - $888K
|
37.1K
$867K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
10.4K+ 78.85% |
$206K - $249K
|
23.6K
$551K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
204New |
$4.05K - $4.88K
|
204
$4.77K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-233- 60.99% |
$4.62K - $5.57K
|
149
$3.48K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.05K- 99.31% |
$80.2K - $96.8K
|
28
$654
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-524K- 99.86% |
$10.4M - $12.5M
|
726
$17K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
352KNew |
$6.97M - $8.41M
|
352K
$8.22M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-81- 12.44% |
$1.58K - $1.82K
|
570
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
18KNew |
$350K - $405K
|
18K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
26.6KNew |
$517K - $598K
|
26.6K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
524KNew |
$10.2M - $11.8M
|
524K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
378New |
$7.35K - $8.51K
|
378
$8.83K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 39.75% |
$247K - $286K
|
19.2K
$449K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14KNew |
$273K - $316K
|
14K
$328K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.02KClosed |
$123K - $156K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$122 - $155
|
6
$140
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
718New |
$14.6K - $18.6K
|
718
$16.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 0.36% |
$61 - $77.7
|
844
$19.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
178New |
$3.62K - $4.61K
|
178
$4.16K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55New |
$1.21K - $1.55K
|
55
$1.28K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100KNew |
$2.51M - $2.76M
|
100K
$2.34M
|
|