Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.6K- 13.55% |
$78.9K - $93.7K
|
23K
$544K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.73K- 21.67% |
$81.8K - $97.2K
|
13.5K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 4.71% |
$87.6K - $104K
|
80.9K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.16K- 5.82% |
$91.1K - $108K
|
67.4K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.56K- 9.42% |
$100K - $119K
|
43.9K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.72K- 4.91% |
$104K - $123K
|
91.4K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6.24K- 2.8% |
$137K - $162K
|
216K
$5.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
SELL
|
- |
-6.71K- 2.01% |
$147K - $175K
|
328K
$7.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7.69K- 42.71% |
$168K - $200K
|
10.3K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.79K- 32.91% |
$171K - $203K
|
15.9K
$376K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-9.02K- 22.96% |
$198K - $235K
|
30.3K
$718K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.89K- 2.35% |
$217K - $257K
|
410K
$9.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-11.7K- 49.03% |
$257K - $305K
|
12.2K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 13.08% |
$269K - $320K
|
81.7K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12.4K- 6.71% |
$272K - $323K
|
173K
$4.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-16.4K- 2.77% |
$360K - $427K
|
576K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17.9K- 24.97% |
$391K - $465K
|
53.7K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-17.9K- 2.1% |
$392K - $466K
|
834K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-19.1K- 19.83% |
$419K - $498K
|
77.3K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-19.1K- 58.41% |
$419K - $498K
|
13.6K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22K- 15.54% |
$482K - $573K
|
120K
$2.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.7K- 45.8% |
$672K - $798K
|
36.3K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 79.38% |
$731K - $868K
|
8.67K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-42K- 13.98% |
$921K - $1.09M
|
259K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.8K- 35.82% |
$1.07M - $1.27M
|
87.3K
$2.07M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51.2K- 3.05% |
$1.12M - $1.33M
|
1.63M
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56.5K- 52.88% |
$1.24M - $1.47M
|
50.3K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-82.1K- 43.85% |
$1.8M - $2.14M
|
105K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-134K- 9.58% |
$2.93M - $3.48M
|
1.26M
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-137K- 26.59% |
$3.01M - $3.58M
|
380K
$8.99M
|