Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.29K- 7.84% |
$155K - $167K
|
85.7K
$2.01M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-7.58K- 7.26% |
$161K - $174K
|
96.9K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.7K- 5.88% |
$164K - $177K
|
123K
$2.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.44K- 23.93% |
$180K - $194K
|
26.8K
$629K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.4K- 33.38% |
$222K - $239K
|
20.8K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11K- 6.29% |
$235K - $253K
|
164K
$3.85M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-11.1K- 22.0% |
$237K - $255K
|
39.4K
$924K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-13.2K- 22.15% |
$281K - $303K
|
46.3K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.8K- 53.44% |
$294K - $317K
|
12K
$282K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-14.1K- 17.25% |
$300K - $324K
|
67.7K
$1.59M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.6K- 99.64% |
$502K - $542K
|
86
$2.02K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.6K- 99.64% |
$502K - $542K
|
86
$2.02K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-23.8K- 6.09% |
$506K - $546K
|
367K
$8.6M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-25K- 9.11% |
$532K - $574K
|
250K
$5.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-27.7K- 4.1% |
$590K - $636K
|
647K
$15.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.3K- 70.27% |
$602K - $650K
|
12K
$281K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.2K- 71.98% |
$621K - $670K
|
11.4K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-34.1K- 14.76% |
$726K - $783K
|
197K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47K- 77.69% |
$999K - $1.08M
|
13.5K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57.7K- 19.53% |
$1.23M - $1.32M
|
237K
$5.57M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-64.1K- 21.62% |
$1.36M - $1.47M
|
232K
$5.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-137K- 88.29% |
$2.92M - $3.16M
|
18.2K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-305K- 82.36% |
$6.48M - $7M
|
65.3K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-434K- 79.04% |
$9.24M - $9.97M
|
115K
$2.7M
|