Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFAR)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
376New |
$8K - $8.63K
|
376
$8.78K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
296+ 0.58% |
$6.3K - $6.8K
|
51.4K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90New |
$1.92K - $2.07K
|
90
$2.1K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
53+ 0.56% |
$1.13K - $1.22K
|
9.47K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$21.3 - $23
|
12.3K
$287K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
172K+ 68.66% |
$3.17M - $3.97M
|
423K
$9.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
88.1KNew |
$1.63M - $2.03M
|
88.1K
$2.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
44K+ 29.57% |
$811K - $1.01M
|
193K
$4.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
27K+ 2.08% |
$499K - $624K
|
1.33M
$31M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14.8KNew |
$273K - $342K
|
14.8K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.5KNew |
$213K - $266K
|
11.5K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.4KNew |
$193K - $241K
|
10.4K
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.3K+ 69.92% |
$172K - $215K
|
22.6K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.55KNew |
$84K - $105K
|
4.55K
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4K+ 1860.47% |
$73.8K - $92.3K
|
4.22K
$98.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.48KNew |
$27.4K - $34.3K
|
1.48K
$34.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7New |
$129 - $162
|
7
$164
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.7K+ 28.11% |
$823K - $955K
|
195K
$4.55M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.5KNew |
$375K - $435K
|
19.5K
$455K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.18KNew |
$22.7K - $26.3K
|
1.18K
$27.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.12KNew |
$21.6K - $25.1K
|
1.12K
$26.2K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$19.3K - $22.4K
|
1K
$23.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
797+ 5.32% |
$15.4K - $17.8K
|
15.8K
$369K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
104New |
$2K - $2.32K
|
104
$2.43K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
13New |
$250 - $291
|
13
$304
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
87.9K+ 23.03% |
$1.78M - $1.9M
|
469K
$11M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 114.55% |
$239K - $256K
|
22.1K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.39KNew |
$190K - $203K
|
9.39K
$219K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7.78KNew |
$157K - $168K
|
7.78K
$182K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.2K+ 3.75% |
$84.8K - $90.8K
|
116K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
162New |
$3.28K - $3.5K
|
162
$3.78K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
352KNew |
$6.97M - $8.41M
|
352K
$8.22M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.1KNew |
$736K - $888K
|
37.1K
$867K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
10.4K+ 78.85% |
$206K - $249K
|
23.6K
$551K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
204New |
$4.05K - $4.88K
|
204
$4.77K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
524KNew |
$10.2M - $11.8M
|
524K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
26.6KNew |
$517K - $598K
|
26.6K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
18KNew |
$350K - $405K
|
18K
$420K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14KNew |
$273K - $316K
|
14K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
378New |
$7.35K - $8.51K
|
378
$8.83K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
718New |
$14.6K - $18.6K
|
718
$16.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
178New |
$3.62K - $4.61K
|
178
$4.16K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$122 - $155
|
6
$140
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 0.36% |
$61 - $77.7
|
844
$19.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55New |
$1.21K - $1.55K
|
55
$1.28K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100KNew |
$2.51M - $2.76M
|
100K
$2.34M
|
|