Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.23K+ 12.22% |
$175K - $189K
|
75.6K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
8.15K+ 6.15% |
$173K - $187K
|
141K
$3.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.94K+ 5.38% |
$169K - $182K
|
156K
$3.65M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.17K+ 21.05% |
$153K - $165K
|
41.2K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.75K+ 25.56% |
$144K - $155K
|
33.2K
$777K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.64K+ 10.93% |
$141K - $152K
|
67.3K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.63K+ 2.29% |
$141K - $152K
|
297K
$6.95M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.62K+ 10.45% |
$141K - $152K
|
69.9K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.29K+ 3.95% |
$134K - $144K
|
165K
$3.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.14K+ 5.62% |
$131K - $141K
|
115K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
5.97K+ 9.97% |
$127K - $137K
|
65.9K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.74K+ 3.43% |
$122K - $132K
|
173K
$4.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.69K+ 2.82% |
$121K - $131K
|
208K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.61K+ 7.66% |
$119K - $129K
|
78.8K
$1.85M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.58K+ 24269.57% |
$119K - $128K
|
5.61K
$131K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.95K+ 1.19% |
$105K - $114K
|
420K
$9.85M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.75K+ 5.42% |
$101K - $109K
|
92.3K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.61K+ 5.24% |
$98.1K - $106K
|
92.5K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.46K+ 23.52% |
$94.9K - $102K
|
23.4K
$549K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.44K+ 7.7% |
$94.5K - $102K
|
62.1K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.14K+ 610.47% |
$88.1K - $95K
|
4.82K
$113K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.78K+ 0.46% |
$80.4K - $86.8K
|
818K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.66K+ 47.58% |
$77.9K - $84K
|
11.4K
$266K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 754.11% |
$74.1K - $80K
|
3.95K
$92.5K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.27K+ 4.41% |
$69.7K - $75.2K
|
77.6K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.24K+ 0.65% |
$69K - $74.5K
|
502K
$11.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.19K+ 3.21% |
$67.8K - $73.2K
|
102K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.07K+ 6.6% |
$65.4K - $70.6K
|
49.7K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.02K+ 2.02% |
$64.2K - $69.3K
|
153K
$3.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.94K+ 19.23% |
$62.6K - $67.5K
|
18.2K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.67K+ 2.84% |
$56.8K - $61.2K
|
96.7K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.57K+ 23.73% |
$54.7K - $59K
|
13.4K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.54K+ 5.77% |
$54K - $58.2K
|
46.5K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.51K+ 188.09% |
$53.4K - $57.7K
|
3.85K
$90.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.41K+ 6.32% |
$51.3K - $55.3K
|
40.5K
$950K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.38K+ 6.87% |
$50.6K - $54.6K
|
37K
$868K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.36K+ 14.92% |
$50.3K - $54.2K
|
18.2K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.07K+ 0.94% |
$44K - $47.5K
|
222K
$5.2M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.83K+ 15.99% |
$39K - $42.1K
|
13.3K
$312K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.78K+ 3.33% |
$37.9K - $40.9K
|
55.3K
$1.3M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.71K+ 5.65% |
$36.3K - $39.1K
|
31.9K
$748K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.7KNew |
$36.1K - $39K
|
1.7K
$39.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.49K+ 41.02% |
$31.7K - $34.2K
|
5.12K
$120K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.47K+ 0.43% |
$31.2K - $33.6K
|
344K
$8.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.44K+ 8.92% |
$30.6K - $33.1K
|
17.6K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.26K+ 2.64% |
$26.8K - $28.9K
|
49K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 6.9% |
$23.9K - $25.8K
|
17.4K
$408K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.01K+ 1.65% |
$21.4K - $23.1K
|
62.1K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
894+ 157.12% |
$19K - $20.5K
|
1.46K
$34.3K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
885+ 1.75% |
$18.8K - $20.3K
|
51.5K
$1.21M
|