Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.3K+ 4.36% |
$279K - $316K
|
294K
$6.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.7K+ 8.55% |
$243K - $275K
|
136K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.1K+ 2.85% |
$229K - $260K
|
364K
$8.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.59KNew |
$218K - $247K
|
9.59K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8.82K+ 4.9% |
$200K - $227K
|
189K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
8.66KNew |
$197K - $223K
|
8.66K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.54K+ 4.82% |
$194K - $220K
|
186K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.5K+ 3.44% |
$170K - $193K
|
225K
$5.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.4K+ 3.47% |
$168K - $191K
|
221K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.21K+ 10.54% |
$164K - $186K
|
75.6K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.57K+ 0.55% |
$149K - $169K
|
1.2M
$28.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6.4K+ 14.92% |
$145K - $165K
|
49.3K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.93K+ 21.61% |
$135K - $153K
|
33.4K
$790K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.55K+ 2.95% |
$126K - $143K
|
194K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.5K+ 24.79% |
$125K - $142K
|
27.7K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.39K+ 3.02% |
$123K - $139K
|
184K
$4.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.39K+ 24.1% |
$123K - $139K
|
27.8K
$657K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.13KNew |
$117K - $132K
|
5.13K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.88K+ 6.97% |
$111K - $126K
|
74.8K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.78K+ 28.82% |
$109K - $123K
|
21.4K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.52K+ 3.95% |
$103K - $116K
|
119K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.43K+ 83.43% |
$101K - $114K
|
9.74K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 936.58% |
$98.3K - $111K
|
4.79K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.26K+ 4.87% |
$96.7K - $110K
|
91.6K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.16K+ 30.76% |
$94.6K - $107K
|
17.7K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 2.22% |
$92.3K - $105K
|
187K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
3.86K+ 5.48% |
$87.7K - $99.5K
|
74.3K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.76K+ 4.11% |
$85.3K - $96.7K
|
95.2K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.48K+ 6.53% |
$79.1K - $89.7K
|
56.8K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.47K+ 5.99% |
$78.8K - $89.4K
|
61.4K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.41K+ 6.93% |
$77.5K - $87.9K
|
52.6K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.25K+ 3.58% |
$73.8K - $83.7K
|
93.9K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.15K+ 11.96% |
$71.6K - $81.2K
|
29.5K
$699K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.12K+ 0.69% |
$70.9K - $80.4K
|
454K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.28K+ 8.33% |
$51.8K - $58.7K
|
29.6K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.27K+ 4.93% |
$51.5K - $58.3K
|
48.2K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.85K+ 9.6% |
$42K - $47.7K
|
21.1K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.83K+ 2.71% |
$41.5K - $47K
|
69.1K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.7K+ 16.25% |
$38.7K - $43.9K
|
12.2K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.58KNew |
$35.9K - $40.7K
|
1.58K
$37.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.57K+ 2.79% |
$35.6K - $40.4K
|
57.8K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.53K+ 29.83% |
$34.7K - $39.3K
|
6.65K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.37KNew |
$31K - $35.2K
|
1.37K
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.27K+ 12.11% |
$28.8K - $32.7K
|
11.8K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$24.7K - $27.9K
|
1.09K
$25.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
864+ 1.54% |
$19.6K - $22.3K
|
57K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
728+ 6.16% |
$16.5K - $18.8K
|
12.5K
$297K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
683New |
$15.5K - $17.6K
|
683
$16.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
610+ 1.68% |
$13.9K - $15.7K
|
36.9K
$873K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
363+ 1.98% |
$8.25K - $9.35K
|
18.7K
$442K
|