Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFAR)

DFAR Quotes by TradingView

This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 29, 2024 Q3 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
5.12K
+ 27.53%
$112K - $133K
23.7K $554K
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
4.99K
+ 6.04%
$109K - $130K
87.5K $2.05M
Oct 15, 2024 Q3 2024
Aspect Partners, LLC

Fairfax, VA
BUY
 -
4.93K
New
$108K - $128K
4.93K $115K
Nov 04, 2024 Q3 2024
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
4.69K
+ 4.26%
$103K - $122K
115K $2.68M
Oct 25, 2024 Q3 2024
Sandy Spring Bank

BUY
 -
4.64K
+ 79.47%
$102K - $121K
10.5K $245K
Nov 13, 2024 Q3 2024
Worth Pointe, LLC

La Jolla, CA
BUY
 -
4.55K
+ 37.82%
$99.6K - $118K
16.6K $387K
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
3.75K
+ 1.0%
$82.1K - $97.5K
379K $8.84M
Oct 15, 2024 Q3 2024
Pfg Advisors

BUY
 -
3.08K
+ 4.61%
$67.5K - $80.2K
70K $1.63M
Nov 18, 2024 Q3 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
3K
New
$65.7K - $78.1K
3K $70.1K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.14K
+ 47.58%
$46.9K - $55.7K
6.64K $155K
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.11K
+ 5.21%
$46.3K - $54.9K
42.6K $996K
Oct 11, 2024 Q3 2024
Creative Planning

Overland Park, KS
BUY
 -
2.11K
+ 2.28%
$46.2K - $54.9K
94.6K $2.21M
Nov 13, 2024 Q3 2024
Tortoise Investment Management, LLC

BUY
 -
1.88K
+ 15.64%
$41.1K - $48.8K
13.9K $324K
Oct 16, 2024 Q3 2024
Uma Financial Services, Inc.

BUY
 -
1.52K
+ 15.26%
$33.3K - $39.6K
11.5K $268K
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
1.42K
+ 41.91%
$31.1K - $36.9K
4.81K $112K
Dec 26, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.39K
+ 81.68%
$30.4K - $36.1K
3.09K $72.1K
Nov 04, 2024 Q3 2024
Proffitt & Goodson Inc

BUY
 -
1.22K
New
$26.7K - $31.7K
1.22K $28.5K
Nov 05, 2024 Q3 2024
Fidato Wealth LLC

BUY
 -
1.09K
+ 0.28%
$23.8K - $28.3K
391K $9.13M
Nov 14, 2024 Q3 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
899
+ 0.33%
$19.7K - $23.4K
275K $6.42M
Oct 31, 2024 Q3 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
665
+ 0.14%
$14.6K - $17.3K
491K $11.5M
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
201
New
$4.4K - $5.23K
201 $4.7K
Nov 14, 2024 Q3 2024
Monograph Wealth Advisors, LLC

BUY
 -
168
+ 0.55%
$3.68K - $4.37K
30.5K $713K
Nov 08, 2024 Q3 2024
Tag Stone Capital, Inc.

BUY
 -
140
+ 0.51%
$3.07K - $3.64K
27.5K $641K
Oct 01, 2024 Q3 2024
Bridge Advisory, LLC

BUY
 -
123
+ 0.84%
$2.69K - $3.2K
14.8K $347K
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
25
New
$548 - $651
25 $584
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
22
New
$482 - $573
22 $514
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
21
+ 0.05%
$460 - $547
38.6K $901K
Nov 04, 2024 Q3 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
16
+ 8.0%
$351 - $416
216 $5.05K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
13
New
$285 - $338
13 $304
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Jul 24, 2024 Q2 2024
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
46.2K
New
$943K - $1.03M
46.2K $1.08M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
31.6K
+ 221.01%
$645K - $702K
45.9K $1.07M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
26.7K
+ 13.87%
$545K - $594K
219K $5.12M
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
569
+ 4.92%
$11.6K - $12.6K
12.1K $284K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
480
+ 8.83%
$9.8K - $10.7K
5.91K $138K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
306
New
$6.25K - $6.8K
306 $7.15K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
278
New
$5.67K - $6.18K
278 $6.49K
Aug 12, 2024 Q2 2024
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
236
+ 1.77%
$4.82K - $5.25K
13.5K $316K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
108
+ 432.0%
$2.2K - $2.4K
133 $3.11K
Aug 13, 2024 Q2 2024
Orion Capital Management LLC

BUY
 -
41
+ 3.95%
$837 - $911
1.08K $25.2K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
16
+ 0.25%
$327 - $356
6.47K $151K
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
12
New
$245 - $267
12 $280
Q1 2024
May 06, 2024 Q1 2024
Empowered Funds, LLC

BUY
 -
24K
New
$511K - $551K
24K $561K
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
20.9K
+ 7.77%
$445K - $480K
290K $6.77M
Apr 25, 2024 Q1 2024
Bogart Wealth, LLC

BUY
 -
1.7K
New
$36.1K - $39K
1.7K $39.6K
May 07, 2024 Q1 2024
Retirement Solution Inc.

BUY
 -
1.47K
+ 0.43%
$31.2K - $33.6K
344K $8.04M
Apr 05, 2024 Q1 2024
Cwm, LLC

BUY
 -
728
+ 72800.0%
$15.5K - $16.7K
729 $17K
May 13, 2024 Q1 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
681
New
$14.5K - $15.6K
681 $15.9K
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
409
New
$8.7K - $9.39K
409 $9.55K

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