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 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
156+ 0.57% |
$3.42K - $4.06K
|
27.4K
$669K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
123+ 0.84% |
$2.69K - $3.2K
|
14.8K
$363K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
116+ 0.17% |
$2.54K - $3.02K
|
67.4K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
103+ 0.69% |
$2.26K - $2.68K
|
15K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
61+ 0.33% |
$1.34K - $1.59K
|
18.3K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$482 - $573
|
22
$538
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$285 - $338
|
13
$318
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16M+ 500.61% |
$23.7M - $25.9M
|
1.4M
$34.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
957K+ 48.01% |
$19.5M - $21.3M
|
2.95M
$72.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
338K+ 18.66% |
$6.89M - $7.51M
|
2.15M
$52.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
155KNew |
$3.16M - $3.45M
|
155K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
66K+ 23.16% |
$1.35M - $1.47M
|
351K
$8.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
49.1K+ 12.2% |
$1M - $1.09M
|
451K
$11M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
46.2KNew |
$943K - $1.03M
|
46.2K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
45.9KNew |
$936K - $1.02M
|
45.9K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.8K+ 18.4% |
$832K - $907K
|
262K
$6.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
40.3K+ 10.18% |
$823K - $897K
|
437K
$10.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.5KNew |
$787K - $857K
|
38.5K
$943K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
37.8K+ 39.69% |
$772K - $841K
|
133K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
31.6K+ 221.01% |
$645K - $702K
|
45.9K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
30.7K+ 20.47% |
$626K - $682K
|
180K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30.4KNew |
$620K - $675K
|
30.4K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 256.89% |
$595K - $648K
|
40.5K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 211.63% |
$583K - $634K
|
42K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
27.9K+ 19.82% |
$570K - $621K
|
169K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26.7K+ 13.87% |
$545K - $594K
|
219K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
BUY
|
- |
19.3K+ 5.22% |
$395K - $430K
|
390K
$9.53M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
18KNew |
$367K - $400K
|
18K
$440K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 19.02% |
$271K - $296K
|
83.2K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
10.9K+ 7.43% |
$222K - $242K
|
158K
$3.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10.2K+ 15.25% |
$208K - $226K
|
77K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9.94KNew |
$203K - $221K
|
9.94K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.59K+ 8.34% |
$196K - $213K
|
125K
$3.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.23K+ 16.54% |
$147K - $161K
|
50.9K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.01K+ 7.84% |
$143K - $156K
|
96.4K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.98K+ 9.23% |
$142K - $155K
|
82.6K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.2K+ 7.86% |
$127K - $138K
|
85K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.66K+ 1.57% |
$95.1K - $104K
|
301K
$7.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.81K+ 4.12% |
$77.7K - $84.6K
|
96.1K
$2.35M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.3K+ 3837.21% |
$67.4K - $73.4K
|
3.39K
$82.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.93K+ 7.6% |
$39.4K - $42.9K
|
27.3K
$668K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.7K+ 3.48% |
$34.7K - $37.8K
|
50.7K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 3.39% |
$27.1K - $29.5K
|
40.5K
$990K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
933+ 8.89% |
$19K - $20.7K
|
11.4K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
760+ 0.94% |
$15.5K - $16.9K
|
81.3K
$1.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
712+ 6.31% |
$14.5K - $15.8K
|
12K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
569+ 4.92% |
$11.6K - $12.6K
|
12.1K
$297K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
499New |
$10.2K - $11.1K
|
499
$12.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
490+ 40.56% |
$10K - $10.9K
|
1.7K
$41.5K
|
|