Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9.94KNew |
$203K - $221K
|
9.94K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.59K+ 8.34% |
$196K - $213K
|
125K
$2.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.72K+ 5.6% |
$178K - $194K
|
164K
$3.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8.37K+ 4.86% |
$171K - $186K
|
181K
$4.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
8.34K+ 3.48% |
$170K - $185K
|
248K
$5.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.91K+ 25.2% |
$161K - $176K
|
39.3K
$932K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.78K+ 10.02% |
$159K - $173K
|
85.3K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.57K+ 4.26% |
$155K - $168K
|
185K
$4.39M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
BUY
|
- |
7.55K+ 11.47% |
$154K - $168K
|
73.4K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.23K+ 16.54% |
$147K - $161K
|
50.9K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.01K+ 7.84% |
$143K - $156K
|
96.4K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.98K+ 9.23% |
$142K - $155K
|
82.6K
$1.96M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6.8K+ 23.76% |
$139K - $151K
|
35.4K
$839K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.79K+ 21.28% |
$139K - $151K
|
38.7K
$917K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.32K+ 5.82% |
$129K - $141K
|
115K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.2K+ 7.86% |
$127K - $138K
|
85K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.64K+ 3.41% |
$115K - $125K
|
171K
$4.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.9K+ 2.83% |
$100K - $109K
|
178K
$4.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.77K+ 4.66% |
$97.4K - $106K
|
107K
$2.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
4.76K+ 21.53% |
$97.2K - $106K
|
26.9K
$637K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.75K+ 7.65% |
$97K - $106K
|
66.9K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.66K+ 1.57% |
$95.1K - $104K
|
301K
$7.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.31K+ 6.93% |
$87.9K - $95.7K
|
66.4K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.81K+ 4.12% |
$77.7K - $84.6K
|
96.1K
$2.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.77K+ 16.09% |
$76.9K - $83.8K
|
27.2K
$644K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.66K+ 3.17% |
$74.7K - $81.4K
|
119K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.3K+ 3837.21% |
$67.4K - $73.4K
|
3.39K
$80.2K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.3K+ 3837.21% |
$67.4K - $73.4K
|
3.39K
$80.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.62K+ 6.64% |
$53.4K - $58.2K
|
42K
$996K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.43K+ 13.33% |
$49.6K - $54K
|
20.7K
$490K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.42K+ 23.83% |
$49.3K - $53.7K
|
12.6K
$297K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2K+ 51.87% |
$40.7K - $44.3K
|
5.84K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.93K+ 7.6% |
$39.4K - $42.9K
|
27.3K
$647K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.7K+ 3.48% |
$34.7K - $37.8K
|
50.7K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 3.39% |
$27.1K - $29.5K
|
40.5K
$959K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.09K+ 9.15% |
$22.3K - $24.3K
|
13K
$309K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.01K+ 5.77% |
$20.7K - $22.5K
|
18.6K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
933+ 8.89% |
$19K - $20.7K
|
11.4K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
821+ 2.22% |
$16.8K - $18.3K
|
37.8K
$895K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
760+ 0.94% |
$15.5K - $16.9K
|
81.3K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
712+ 6.31% |
$14.5K - $15.8K
|
12K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
569+ 4.92% |
$11.6K - $12.6K
|
12.1K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
530+ 0.96% |
$10.8K - $11.8K
|
55.8K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
499New |
$10.2K - $11.1K
|
499
$11.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
494+ 32.48% |
$10.1K - $11K
|
2.02K
$47.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
490+ 40.56% |
$10K - $10.9K
|
1.7K
$40.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
480+ 8.83% |
$9.8K - $10.7K
|
5.91K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
365New |
$7.45K - $8.11K
|
365
$8.65K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
306New |
$6.25K - $6.8K
|
306
$7.25K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
280+ 0.51% |
$5.71K - $6.22K
|
55K
$1.3M
|