Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFAR)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
202K+ 36.8% |
$4.42M - $5.25M
|
749K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
198KNew |
$4.34M - $5.16M
|
198K
$4.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
131K+ 81.76% |
$2.87M - $3.41M
|
291K
$6.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.6K+ 50.85% |
$1.83M - $2.18M
|
248K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
76.6K+ 49.39% |
$1.68M - $1.99M
|
232K
$5.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.1KNew |
$1.65M - $1.96M
|
75.1K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.9K+ 252.49% |
$1.64M - $1.95M
|
105K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
56.6KNew |
$1.24M - $1.47M
|
56.6K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
50.5K+ 15.28% |
$1.11M - $1.31M
|
381K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 2.26% |
$1.06M - $1.26M
|
2.2M
$50.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.8KNew |
$1.05M - $1.25M
|
47.8K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
47.1K+ 9.49% |
$1.03M - $1.23M
|
544K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
47.1K+ 2.51% |
$1.03M - $1.23M
|
1.93M
$44.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
44.4K+ 12.65% |
$973K - $1.16M
|
396K
$9.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
42.4K+ 31.81% |
$928K - $1.1M
|
176K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
41.4KNew |
$906K - $1.08M
|
41.4K
$958K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
35.1K+ 8.04% |
$769K - $913K
|
472K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
34.7KNew |
$761K - $904K
|
34.7K
$804K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
34.7K+ 4.67% |
$761K - $904K
|
779K
$18M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
30.8K+ 16.48% |
$676K - $803K
|
218K
$5.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
27.9KNew |
$612K - $727K
|
27.9K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27.7K+ 15.36% |
$607K - $721K
|
208K
$4.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4KNew |
$490K - $582K
|
22.4K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4KNew |
$469K - $557K
|
21.4K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
20.7K+ 10.74% |
$453K - $539K
|
213K
$4.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.3K+ 6.54% |
$446K - $530K
|
331K
$7.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.8K+ 24.18% |
$368K - $437K
|
86.2K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
15.2K+ 19.69% |
$332K - $394K
|
92.1K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1KNew |
$309K - $367K
|
14.1K
$327K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
13.6K+ 1.15% |
$297K - $353K
|
1.2M
$27.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.5KNew |
$274K - $326K
|
12.5K
$290K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
11.4K+ 24.57% |
$250K - $297K
|
57.9K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 8.65% |
$236K - $281K
|
135K
$3.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 12.67% |
$231K - $275K
|
93.8K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 2.94% |
$227K - $269K
|
362K
$8.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.3K+ 50.09% |
$226K - $269K
|
30.9K
$716K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 3.88% |
$223K - $265K
|
273K
$6.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10K+ 11.18% |
$220K - $262K
|
99.9K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
9.95K+ 9.28% |
$218K - $259K
|
117K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.98KNew |
$197K - $234K
|
8.98K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
8.81KNew |
$193K - $229K
|
8.81K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.72KNew |
$191K - $227K
|
8.72K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.69K+ 48.29% |
$190K - $226K
|
26.7K
$617K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.59K+ 5.09% |
$188K - $224K
|
177K
$4.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
8.33K+ 3.05% |
$182K - $217K
|
281K
$6.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.3KNew |
$182K - $216K
|
8.3K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.97KNew |
$175K - $207K
|
7.97K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.67K+ 4.48% |
$168K - $200K
|
179K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.33K+ 7.96% |
$161K - $191K
|
99.5K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7.25K+ 18.75% |
$159K - $189K
|
45.9K
$1.06M
|