Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DFAR)

DFAR Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q2 2022. 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 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
904K
+ 3736.18%
$19.8M - $25.5M
928K $21.6M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
513K
New
$11.2M - $14.5M
513K $12M
Jul 27, 2022 Q2 2022
Advisory Services & Investments, LLC

BUY
 -
231K
New
$5.06M - $6.52M
231K $5.38M
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

BUY
 -
105K
New
$2.31M - $2.97M
105K $2.46M
Jul 13, 2022 Q2 2022
Relaxing Retirement Coach

BUY
 -
87.5K
New
$1.92M - $2.47M
87.5K $2.04M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
80K
New
$1.75M - $2.26M
80K $1.87M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
78.5K
New
$1.72M - $2.22M
78.5K $1.83M
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
56.1K
New
$1.23M - $1.58M
56.1K $1.31M
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
55.9K
+ 243.81%
$1.22M - $1.58M
78.8K $1.84M
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
52.2K
New
$1.14M - $1.47M
52.2K $1.22M
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

BUY
 -
33.9K
New
$742K - $956K
33.9K $789K
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
33.6K
New
$738K - $950K
33.6K $784K
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

BUY
 -
33.4K
New
$732K - $942K
33.4K $778K
Aug 12, 2022 Q2 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
29.8K
New
$653K - $841K
29.8K $694K
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
27.7K
New
$607K - $781K
27.7K $645K
Aug 09, 2022 Q2 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
24.3K
New
$534K - $687K
24.3K $567K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
23.4K
+ 237.0%
$513K - $660K
33.3K $775K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
22.6K
New
$496K - $639K
22.6K $527K
Jul 20, 2022 Q2 2022
Applied Capital LLC

BUY
 -
17.8K
New
$391K - $504K
17.8K $416K
Nov 14, 2022 Q2 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
17.3K
New
$380K - $489K
17.3K $404K
Jul 15, 2022 Q2 2022
Five Oceans Advisors

BUY
 -
17.1K
New
$375K - $483K
17.1K $399K
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

BUY
 -
16.7K
+ 11.88%
$366K - $472K
157K $3.67M
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
16.6K
+ 3870.4%
$364K - $469K
17K $397K
Aug 25, 2022 Q2 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
15.7K
+ 667.13%
$344K - $443K
18K $421K
Jul 25, 2022 Q2 2022
Maryland Capital Advisors Inc.

BUY
 -
15.1K
+ 469.61%
$331K - $426K
18.3K $427K
Aug 11, 2022 Q2 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
14.9K
New
$327K - $422K
14.9K $348K
Aug 02, 2022 Q2 2022
Satovsky Asset Management LLC

BUY
 -
14.9K
New
$326K - $420K
14.9K $347K
Jul 11, 2022 Q2 2022
Resource Consulting Group Inc

BUY
 -
14.8K
New
$325K - $419K
14.8K $346K
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

BUY
 -
13.6K
New
$299K - $385K
13.6K $318K
Jul 19, 2022 Q2 2022
Straight Path Wealth Management

BUY
 -
12.4K
New
$272K - $351K
12.4K $290K
Jul 27, 2022 Q2 2022
Asset Planning Corporation

BUY
 -
11.6K
+ 6.25%
$255K - $329K
198K $4.61M
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
10.7K
New
$234K - $302K
10.7K $249K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
10.6K
+ 110.42%
$232K - $298K
20.1K $469K
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

BUY
 -
7.33K
+ 61.54%
$161K - $207K
19.2K $448K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
6.02K
New
$132K - $170K
6.02K $140K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.94K
New
$108K - $140K
4.94K $115K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
4.53K
New
$99.4K - $128K
4.53K $106K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.96K
New
$43K - $55.4K
1.96K $45.8K
Jul 22, 2022 Q2 2022
Orion Capital Management LLC

BUY
 -
1.69K
New
$37K - $47.7K
1.69K $39.4K
Aug 08, 2022 Q2 2022
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
841
New
$18.4K - $23.7K
841 $19.6K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
813
New
$17.8K - $23K
813 $19K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
227
+ 2.11%
$4.98K - $6.41K
11K $257K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
55
New
$1.21K - $1.55K
55 $1.28K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-356
Closed
$7.8K - $10.1K
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-1.96K
Closed
$43K - $55.4K
0 $0
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-21.1K
Closed
$462K - $596K
0 $0

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