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 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
134+ 15.71% |
$2.66K - $3.21K
|
987
$23.4K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133New |
$2.64K - $3.18K
|
133
$3.15K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94+ 1.29% |
$1.86K - $2.25K
|
7.38K
$175K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
82+ 5.37% |
$1.63K - $1.96K
|
1.61K
$38.2K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.01% |
$39.7 - $47.8
|
19.2K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-68- 0.67% |
$1.35K - $1.63K
|
10.1K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-233- 60.99% |
$4.62K - $5.57K
|
149
$3.53K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-236- 5.17% |
$4.68K - $5.65K
|
4.33K
$103K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-508- 3.72% |
$10.1K - $12.2K
|
13.2K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-685- 5.76% |
$13.6K - $16.4K
|
11.2K
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-774- 1.04% |
$15.3K - $18.5K
|
73.4K
$1.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-932- 5.7% |
$18.5K - $22.3K
|
15.4K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.4K- 67.26% |
$27.8K - $33.6K
|
683
$16.2K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 45.67% |
$43.6K - $52.6K
|
2.62K
$62K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-2.52K- 9.4% |
$49.9K - $60.2K
|
24.3K
$575K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.18K- 6.0% |
$63K - $75.9K
|
49.8K
$1.18M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4K- 7.92% |
$79.4K - $95.7K
|
46.5K
$1.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.05K- 99.31% |
$80.2K - $96.8K
|
28
$664
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.44K- 7.35% |
$88.1K - $106K
|
56K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.21K- 88.68% |
$123K - $149K
|
793
$18.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.26K- 36.74% |
$124K - $150K
|
10.8K
$255K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.03K- 34.83% |
$139K - $168K
|
13.1K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.7K- 15.18% |
$172K - $208K
|
48.6K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.2K- 5.52% |
$263K - $317K
|
227K
$5.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17.4K- 1.97% |
$345K - $416K
|
868K
$20.6M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-20KClosed |
$396K - $478K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.2K- 31.25% |
$401K - $484K
|
44.5K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-34.8K- 65.67% |
$690K - $832K
|
18.2K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-84K- 28.54% |
$1.67M - $2.01M
|
210K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-506K- 86.56% |
$10M - $12.1M
|
78.5K
$1.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-524K- 99.86% |
$10.4M - $12.5M
|
726
$17.2K
|