Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
156+ 0.57% |
$3.42K - $4.06K
|
27.4K
$648K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
140+ 0.51% |
$3.07K - $3.64K
|
27.5K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
132+ 0.97% |
$2.89K - $3.44K
|
13.8K
$326K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
123+ 0.84% |
$2.69K - $3.2K
|
14.8K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
116+ 0.17% |
$2.54K - $3.02K
|
67.4K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
103+ 0.69% |
$2.26K - $2.68K
|
15K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
61+ 0.33% |
$1.34K - $1.59K
|
18.3K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$548 - $651
|
25
$593
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$482 - $573
|
22
$521
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21+ 0.05% |
$460 - $547
|
38.6K
$914K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16+ 8.0% |
$351 - $416
|
216
$5.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$285 - $338
|
13
$308
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 3.21% |
$351 - $416
|
483
$11.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 0.55% |
$548 - $651
|
4.54K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-35- 0.02% |
$767 - $911
|
145K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-66- 0.44% |
$1.45K - $1.72K
|
14.8K
$352K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-82- 0.39% |
$1.8K - $2.13K
|
21.1K
$500K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-94- 0.1% |
$2.06K - $2.45K
|
93.7K
$2.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-151- 42.06% |
$3.31K - $3.93K
|
208
$4.93K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-164- 1.31% |
$3.59K - $4.27K
|
12.4K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-177- 48.49% |
$3.88K - $4.61K
|
188
$4.46K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297- 0.35% |
$6.51K - $7.73K
|
84.7K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-300- 1.66% |
$6.57K - $7.81K
|
17.7K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-352- 3.08% |
$7.71K - $9.16K
|
11.1K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-387- 2.97% |
$8.48K - $10.1K
|
12.7K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-417- 3.34% |
$9.14K - $10.9K
|
12.1K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-417- 1.56% |
$9.14K - $10.9K
|
26.4K
$625K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-462- 0.47% |
$10.1K - $12K
|
98.1K
$2.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-488- 0.27% |
$10.7K - $12.7K
|
180K
$4.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-499- 4.73% |
$10.9K - $13K
|
10.1K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-520- 2.97% |
$11.4K - $13.5K
|
17K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-553- 0.48% |
$12.1K - $14.4K
|
114K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-641- 2.39% |
$14K - $16.7K
|
26.2K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-913- 2.17% |
$20K - $23.8K
|
41.1K
$975K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-928- 4.82% |
$20.3K - $24.2K
|
18.3K
$435K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 5.11% |
$21.9K - $26K
|
18.6K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.06K- 2.79% |
$23.2K - $27.5K
|
36.8K
$873K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.14K- 9.78% |
$24.9K - $29.6K
|
10.5K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.14K- 3.01% |
$24.9K - $29.6K
|
36.6K
$868K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.43K- 0.58% |
$31.3K - $37.1K
|
246K
$5.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 1.28% |
$32.1K - $38.2K
|
113K
$2.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.63K- 0.49% |
$35.7K - $42.5K
|
329K
$7.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-3.01K- 4.09% |
$65.9K - $78.2K
|
70.4K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 3.88% |
$69.1K - $82.1K
|
78.1K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.17K- 1.29% |
$69.5K - $82.5K
|
243K
$5.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.23K- 8.67% |
$70.7K - $83.9K
|
34K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-3.44K- 5.13% |
$75.5K - $89.6K
|
63.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.47K- 7.49% |
$76K - $90.2K
|
42.8K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.53K- 8.71% |
$77.2K - $91.8K
|
36.9K
$875K
|