Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q1 2023. 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 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.38M+ 3195.61% |
$27.3M - $32.9M
|
1.42M
$34.7M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.38MNew |
$27.3M - $32.9M
|
1.38M
$33.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
646K+ 158.68% |
$12.8M - $15.4M
|
1.05M
$25.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
466K+ 4884.02% |
$9.23M - $11.1M
|
475K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
352KNew |
$6.97M - $8.41M
|
352K
$8.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
304K+ 36.42% |
$6.04M - $7.28M
|
1.14M
$27.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
302K+ 636.14% |
$5.99M - $7.22M
|
349K
$8.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
300KNew |
$5.94M - $7.17M
|
300K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
227KNew |
$4.49M - $5.42M
|
227K
$5.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156KNew |
$3.09M - $3.73M
|
156K
$3.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
137K+ 279.89% |
$2.71M - $3.27M
|
185K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
130KNew |
$2.59M - $3.12M
|
130K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
126K+ 612.72% |
$2.49M - $3.01M
|
146K
$3.57M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
119K+ 24.52% |
$2.37M - $2.85M
|
606K
$14.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
73.8KNew |
$1.46M - $1.77M
|
73.8K
$1.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
67.9K+ 4.54% |
$1.35M - $1.62M
|
1.57M
$38.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
66.3K+ 24.17% |
$1.31M - $1.59M
|
341K
$8.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
59.7K+ 19.53% |
$1.18M - $1.43M
|
365K
$8.93M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
BUY
|
- |
59.3K+ 163.31% |
$1.18M - $1.42M
|
95.6K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.8K+ 32.63% |
$1.03M - $1.24M
|
211K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.4K+ 123.46% |
$1.02M - $1.23M
|
93.1K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
48.9K+ 30.12% |
$969K - $1.17M
|
211K
$5.17M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
47.5K+ 18.33% |
$942K - $1.14M
|
307K
$7.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46.6K+ 439.29% |
$923K - $1.11M
|
57.2K
$1.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
46.4K+ 19.81% |
$921K - $1.11M
|
281K
$6.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
45.5K+ 13.55% |
$903K - $1.09M
|
382K
$9.33M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42.5K+ 37.98% |
$842K - $1.02M
|
154K
$3.77M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.9KNew |
$791K - $954K
|
39.9K
$975K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.1KNew |
$736K - $888K
|
37.1K
$908K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
36.6K+ 27.38% |
$725K - $875K
|
170K
$4.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
33.1KNew |
$657K - $793K
|
33.1K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32.8K+ 55.03% |
$650K - $785K
|
92.4K
$2.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
32.7K+ 64.65% |
$648K - $782K
|
83.3K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
32.5K+ 10.17% |
$644K - $777K
|
352K
$8.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5KNew |
$545K - $657K
|
27.5K
$672K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.2K+ 213.51% |
$540K - $652K
|
40K
$979K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
27.1K+ 32.87% |
$537K - $648K
|
110K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
26.4KNew |
$524K - $632K
|
26.4K
$646K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
25.1K+ 31.9% |
$499K - $601K
|
104K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
23.9K+ 30.79% |
$474K - $572K
|
102K
$2.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.6K+ 30.91% |
$429K - $517K
|
91.6K
$2.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
20.5K+ 19.66% |
$407K - $491K
|
125K
$3.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
20.3K+ 58.14% |
$403K - $486K
|
55.3K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
20.2K+ 48.24% |
$401K - $483K
|
62.1K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.5K+ 23.57% |
$367K - $442K
|
97K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
17.6K+ 7.85% |
$350K - $422K
|
242K
$5.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
17.5KNew |
$348K - $420K
|
17.5K
$429K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
17.5K+ 19.56% |
$347K - $418K
|
107K
$2.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
16.8K+ 35.55% |
$333K - $402K
|
64.1K
$1.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
15.4K+ 8.21% |
$306K - $369K
|
204K
$4.98M
|