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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12K- 2.36% |
$245K - $266K
|
496K
$11.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 15.77% |
$273K - $297K
|
71.5K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-14K- 34.44% |
$285K - $310K
|
26.6K
$630K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.7K- 42.91% |
$300K - $327K
|
19.6K
$464K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-15.3K- 4.18% |
$313K - $341K
|
351K
$8.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.7K- 10.92% |
$341K - $371K
|
136K
$3.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.8K- 7.67% |
$464K - $506K
|
274K
$6.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26.1K- 19.21% |
$534K - $581K
|
110K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-27.6K- 29.1% |
$563K - $613K
|
67.2K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33.3K- 27.06% |
$680K - $741K
|
89.9K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-41.4K- 63.4% |
$844K - $920K
|
23.9K
$566K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-49.8K- 30.34% |
$1.02M - $1.11M
|
114K
$2.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-55.3K- 8.54% |
$1.13M - $1.23M
|
592K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-74.8K- 12.63% |
$1.53M - $1.66M
|
517K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-80.6K- 83.15% |
$1.64M - $1.79M
|
16.3K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-86.8K- 72.58% |
$1.77M - $1.93M
|
32.8K
$777K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-95.9K- 40.4% |
$1.96M - $2.13M
|
142K
$3.35M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-121K- 53.19% |
$2.48M - $2.7M
|
107K
$2.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-133K- 7.36% |
$2.72M - $2.96M
|
1.68M
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-357K- 71.09% |
$7.28M - $7.93M
|
145K
$3.44M
|