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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.8K+ 24.18% |
$368K - $437K
|
86.2K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
47.1K+ 2.51% |
$1.03M - $1.23M
|
1.93M
$45.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-94- 0.1% |
$2.06K - $2.45K
|
93.7K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.56K- 9.42% |
$100K - $119K
|
43.9K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.81K+ 4.88% |
$127K - $151K
|
125K
$2.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 3.5% |
$25.8K - $30.7K
|
34.8K
$820K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12.4K- 6.71% |
$272K - $323K
|
173K
$4.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
116+ 0.17% |
$2.54K - $3.02K
|
67.4K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.6K- 13.55% |
$78.9K - $93.7K
|
23K
$541K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
156+ 0.57% |
$3.42K - $4.06K
|
27.4K
$644K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
13.6K+ 1.15% |
$297K - $353K
|
1.2M
$28.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.3K+ 6.54% |
$446K - $530K
|
331K
$7.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-553- 0.48% |
$12.1K - $14.4K
|
114K
$2.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.75K+ 1.0% |
$82.1K - $97.5K
|
379K
$8.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4KNew |
$490K - $582K
|
22.4K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.6K+ 50.85% |
$1.83M - $2.18M
|
248K
$5.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$285 - $338
|
13
$306
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.38K+ 1.39% |
$118K - $140K
|
391K
$9.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.14K- 3.01% |
$24.9K - $29.6K
|
36.6K
$863K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.52K+ 15.26% |
$33.3K - $39.6K
|
11.5K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.67K+ 4.48% |
$168K - $200K
|
179K
$4.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-66- 0.44% |
$1.45K - $1.72K
|
14.8K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.72KNew |
$191K - $227K
|
8.72K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-300- 1.66% |
$6.57K - $7.81K
|
17.7K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.08K+ 4.61% |
$67.5K - $80.2K
|
70K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.93KNew |
$108K - $128K
|
4.93K
$116K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.3KNew |
$182K - $216K
|
8.3K
$195K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.11K+ 2.28% |
$46.2K - $54.9K
|
94.6K
$2.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.7K+ 0.63% |
$147K - $174K
|
1.08M
$25.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-387- 2.97% |
$8.48K - $10.1K
|
12.7K
$298K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
8.81KNew |
$193K - $229K
|
8.81K
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.71K+ 8.28% |
$37.5K - $44.5K
|
22.4K
$527K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.7K- 45.8% |
$672K - $798K
|
36.3K
$854K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
123+ 0.84% |
$2.69K - $3.2K
|
14.8K
$349K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
31.6K+ 221.01% |
$645K - $702K
|
45.9K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 88.29% |
$71.1K - $77.4K
|
462
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
569+ 4.92% |
$11.6K - $12.6K
|
12.1K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
41+ 3.95% |
$837 - $911
|
1.08K
$25.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
480+ 8.83% |
$9.8K - $10.7K
|
5.91K
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
236+ 1.77% |
$4.82K - $5.25K
|
13.5K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26.7K+ 13.87% |
$545K - $594K
|
219K
$5.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-7.96K- 15.47% |
$163K - $177K
|
43.5K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
108+ 432.0% |
$2.2K - $2.4K
|
133
$3.13K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12New |
$245 - $267
|
12
$282
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-80.6K- 83.15% |
$1.64M - $1.79M
|
16.3K
$384K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 0.25% |
$327 - $356
|
6.47K
$152K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
278New |
$5.67K - $6.18K
|
278
$6.54K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
306New |
$6.25K - $6.8K
|
306
$7.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.61KClosed |
$114K - $125K
|
0
$0
|
|