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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
42.4K+ 31.81% |
$928K - $1.1M
|
176K
$4.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.69K+ 48.29% |
$190K - $226K
|
26.7K
$628K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 3.88% |
$223K - $265K
|
273K
$6.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
140+ 0.51% |
$3.07K - $3.64K
|
27.5K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.72K- 4.91% |
$104K - $123K
|
91.4K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
15.2K+ 19.69% |
$332K - $394K
|
92.1K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
35.1K+ 8.04% |
$769K - $913K
|
472K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-352- 3.08% |
$7.71K - $9.16K
|
11.1K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
27.9KNew |
$612K - $727K
|
27.9K
$657K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10K+ 11.18% |
$220K - $262K
|
99.9K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-417- 1.56% |
$9.14K - $10.9K
|
26.4K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.29K+ 10.39% |
$116K - $138K
|
56.2K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
320+ 0.01% |
$7.01K - $8.33K
|
2.95M
$69.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.59K+ 5.09% |
$188K - $224K
|
177K
$4.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 12.67% |
$231K - $275K
|
93.8K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.09K+ 0.28% |
$23.8K - $28.3K
|
391K
$9.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.33K+ 7.96% |
$161K - $191K
|
99.5K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16+ 8.0% |
$351 - $416
|
216
$5.08K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.69K+ 4.26% |
$103K - $122K
|
115K
$2.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-134K- 9.58% |
$2.93M - $3.48M
|
1.26M
$29.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.22KNew |
$26.7K - $31.7K
|
1.22K
$28.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-520- 2.97% |
$11.4K - $13.5K
|
17K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 4.71% |
$87.6K - $104K
|
80.9K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.33K+ 7.27% |
$73K - $86.8K
|
49.2K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.5KNew |
$274K - $326K
|
12.5K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.33K+ 6.24% |
$117K - $139K
|
90.7K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-17.9K- 2.1% |
$392K - $466K
|
834K
$19.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1KNew |
$309K - $367K
|
14.1K
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7.25K+ 18.75% |
$159K - $189K
|
45.9K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
202K+ 36.8% |
$4.42M - $5.25M
|
749K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
568+ 2.63% |
$12.4K - $14.8K
|
22.2K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
665+ 0.14% |
$14.6K - $17.3K
|
491K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-913- 2.17% |
$20K - $23.8K
|
41.1K
$968K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-499- 4.73% |
$10.9K - $13K
|
10.1K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.97KNew |
$175K - $207K
|
7.97K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-11.7K- 49.03% |
$257K - $305K
|
12.2K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.12K+ 27.53% |
$112K - $133K
|
23.7K
$558K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-151- 42.06% |
$3.31K - $3.93K
|
208
$4.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.89K- 2.35% |
$217K - $257K
|
410K
$9.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.17K- 1.29% |
$69.5K - $82.5K
|
243K
$5.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75.1KNew |
$1.65M - $1.96M
|
75.1K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.78K+ 2.69% |
$105K - $124K
|
183K
$4.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-82- 0.39% |
$1.8K - $2.13K
|
21.1K
$496K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 0.55% |
$548 - $651
|
4.54K
$107K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 47.58% |
$46.9K - $55.7K
|
6.64K
$156K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-488- 0.27% |
$10.7K - $12.7K
|
180K
$4.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.64K+ 79.47% |
$102K - $121K
|
10.5K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$482 - $573
|
22
$518
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7.69K- 42.71% |
$168K - $200K
|
10.3K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
61+ 0.33% |
$1.34K - $1.59K
|
18.3K
$431K
|