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 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
314+ 2.1% |
$7.13K - $8.09K
|
15.3K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
298+ 4.35% |
$6.77K - $7.68K
|
7.15K
$169K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
255+ 1.39% |
$5.79K - $6.57K
|
18.6K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
229+ 0.23% |
$5.2K - $5.9K
|
99.7K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
221+ 0.6% |
$5.02K - $5.69K
|
36.9K
$872K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
125+ 13.16% |
$2.84K - $3.22K
|
1.08K
$25.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
97New |
$2.2K - $2.5K
|
97
$2.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75+ 1.65% |
$1.7K - $1.93K
|
4.61K
$109K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
65+ 0.47% |
$1.48K - $1.67K
|
13.8K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
48+ 0.12% |
$1.09K - $1.24K
|
41.2K
$974K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$1.02K - $1.16K
|
45
$1.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
37+ 0.33% |
$841 - $953
|
11.4K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
30+ 0.18% |
$682 - $773
|
17K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.14% |
$318 - $361
|
10.1K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39- 1.26% |
$886 - $1K
|
3.05K
$72.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-101- 0.88% |
$2.29K - $2.6K
|
11.4K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-102- 0.34% |
$2.32K - $2.63K
|
30.2K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-121- 0.98% |
$2.75K - $3.12K
|
12.3K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-148- 0.27% |
$3.36K - $3.81K
|
55K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-429- 2.03% |
$9.75K - $11.1K
|
20.7K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-441- 0.42% |
$10K - $11.4K
|
104K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-529- 21.12% |
$12K - $13.6K
|
1.98K
$46.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-637- 5.03% |
$14.5K - $16.4K
|
12K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-869- 7.21% |
$19.7K - $22.4K
|
11.2K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.29K- 0.52% |
$29.2K - $33.1K
|
245K
$5.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 12.08% |
$37.1K - $42K
|
11.9K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74K- 4.72% |
$39.5K - $44.8K
|
35.1K
$830K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.86K- 13.41% |
$42.3K - $47.9K
|
12K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 29.09% |
$43.8K - $49.7K
|
4.71K
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 10.76% |
$45.4K - $51.5K
|
16.6K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.09K- 3.1% |
$47.4K - $53.8K
|
65.3K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.35K- 2.91% |
$53.4K - $60.5K
|
78.5K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.04K- 19.13% |
$69K - $78.2K
|
12.8K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-3.29K- 0.84% |
$74.7K - $84.8K
|
388K
$9.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.8K- 14.5% |
$86.4K - $98K
|
22.4K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.77K- 1.45% |
$108K - $123K
|
324K
$7.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.64K- 12.38% |
$151K - $171K
|
47K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.87K- 1.81% |
$202K - $228K
|
482K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.05K- 3.72% |
$206K - $233K
|
234K
$5.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.1K- 26.18% |
$207K - $234K
|
25.6K
$607K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.14K- 0.85% |
$208K - $235K
|
1.07M
$25.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.26K- 8.2% |
$210K - $238K
|
104K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.9K- 32.17% |
$248K - $281K
|
23K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 6.56% |
$323K - $366K
|
202K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.1K- 19.42% |
$433K - $491K
|
79.1K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-26.1K- 24.8% |
$592K - $672K
|
79.1K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-26.2K- 4.83% |
$596K - $676K
|
517K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-32.4K- 5.63% |
$736K - $834K
|
543K
$12.9M
|