Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFAR)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-32.4K- 5.63% |
$736K - $834K
|
543K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
864+ 1.54% |
$19.6K - $22.3K
|
57K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.55K+ 2.95% |
$126K - $143K
|
194K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.85K+ 9.6% |
$42K - $47.7K
|
21.1K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.53K+ 29.83% |
$34.7K - $39.3K
|
6.65K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.29K- 0.52% |
$29.2K - $33.1K
|
245K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.4KNew |
$281K - $318K
|
12.4K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.2K+ 15.58% |
$414K - $470K
|
135K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.1K- 26.18% |
$207K - $234K
|
25.6K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-869- 7.21% |
$19.7K - $22.4K
|
11.2K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.1K- 19.42% |
$433K - $491K
|
79.1K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-148- 0.27% |
$3.36K - $3.81K
|
55K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 12.08% |
$37.1K - $42K
|
11.9K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3K+ 3.66% |
$301K - $341K
|
375K
$8.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
65+ 0.47% |
$1.48K - $1.67K
|
13.8K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 6.56% |
$323K - $366K
|
202K
$4.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.04K- 19.13% |
$69K - $78.2K
|
12.8K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
255+ 1.39% |
$5.79K - $6.57K
|
18.6K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74K- 4.72% |
$39.5K - $44.8K
|
35.1K
$822K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.9K- 32.17% |
$248K - $281K
|
23K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.4K+ 3.47% |
$168K - $191K
|
221K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-26.2K- 4.83% |
$596K - $676K
|
517K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.77K- 1.45% |
$108K - $123K
|
324K
$7.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
298+ 4.35% |
$6.77K - $7.68K
|
7.15K
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
12.3K+ 4.36% |
$279K - $316K
|
294K
$6.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.64K- 12.38% |
$151K - $171K
|
47K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
39.8K+ 5.11% |
$904K - $1.03M
|
819K
$19.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.47K+ 5.99% |
$78.8K - $89.4K
|
61.4K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.26K- 8.2% |
$210K - $238K
|
104K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-51.9K- 13.63% |
$1.18M - $1.34M
|
329K
$7.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.83K+ 2.71% |
$41.5K - $47K
|
69.1K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.1K+ 2.85% |
$229K - $260K
|
364K
$8.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
55.7K+ 180.04% |
$1.26M - $1.43M
|
86.6K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.21K+ 10.54% |
$164K - $186K
|
75.6K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-529- 21.12% |
$12K - $13.6K
|
1.98K
$46.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-102- 0.34% |
$2.32K - $2.63K
|
30.2K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
37+ 0.33% |
$841 - $953
|
11.4K
$266K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
81.5K+ 27.99% |
$1.85M - $2.1M
|
373K
$8.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
106KNew |
$2.41M - $2.73M
|
106K
$2.48M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
683New |
$15.5K - $17.6K
|
683
$16K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 81.68% |
$30.4K - $36.1K
|
3.09K
$72.3K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51.2K- 3.05% |
$1.12M - $1.33M
|
1.63M
$38.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$65.7K - $78.1K
|
3K
$70.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297- 0.35% |
$6.51K - $7.73K
|
84.7K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.99K+ 6.04% |
$109K - $130K
|
87.5K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$548 - $651
|
25
$586
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.98KNew |
$197K - $234K
|
8.98K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27.7K+ 15.36% |
$607K - $721K
|
208K
$4.88M
|
|