Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
833K+ 271.56% |
$16.8M - $18M
|
1.14M
$27.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
BUY
|
- |
546K+ 739.67% |
$11M - $11.8M
|
620K
$15.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
450K+ 242.72% |
$9.1M - $9.73M
|
635K
$15.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
151K+ 14.36% |
$3.06M - $3.27M
|
1.2M
$29.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 11.36% |
$2.62M - $2.8M
|
1.27M
$31.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
111K+ 7.8% |
$2.24M - $2.4M
|
1.53M
$37.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
110K+ 7.0% |
$2.22M - $2.37M
|
1.68M
$41M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
97.3K+ 26.63% |
$1.97M - $2.1M
|
463K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
87.9K+ 23.03% |
$1.78M - $1.9M
|
469K
$11.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
86.2K+ 14.24% |
$1.74M - $1.87M
|
692K
$16.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
80.2K+ 61.53% |
$1.62M - $1.74M
|
211K
$5.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
74.6K+ 116.4% |
$1.51M - $1.61M
|
139K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
59K+ 61.71% |
$1.19M - $1.28M
|
155K
$3.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.5K+ 23.52% |
$1M - $1.07M
|
260K
$6.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.7K+ 29.63% |
$925K - $989K
|
200K
$4.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
45.5K+ 16.2% |
$920K - $984K
|
326K
$7.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
44.3K+ 18.27% |
$895K - $957K
|
287K
$7.01M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
44.1K+ 25.92% |
$892K - $954K
|
214K
$5.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42.5K+ 38.77% |
$859K - $918K
|
152K
$3.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
38.6K+ 13.12% |
$781K - $835K
|
333K
$8.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
35.7K+ 14.22% |
$722K - $772K
|
287K
$7.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
34.6K+ 275.07% |
$700K - $748K
|
47.2K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.8K+ 20.41% |
$643K - $687K
|
188K
$4.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.3K+ 75.78% |
$613K - $656K
|
70.3K
$1.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.1K+ 8.62% |
$609K - $652K
|
380K
$9.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
29.9K+ 54.01% |
$604K - $646K
|
85.1K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.3K+ 27.18% |
$571K - $611K
|
132K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
27.8KNew |
$563K - $602K
|
27.8K
$681K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.2K+ 47.58% |
$550K - $588K
|
84.4K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 54.38% |
$545K - $583K
|
76.6K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25.5K+ 58.74% |
$515K - $551K
|
68.8K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
24.1K+ 28.95% |
$487K - $521K
|
107K
$2.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
23.8K+ 7.0% |
$482K - $516K
|
364K
$8.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22.4K+ 477.98% |
$453K - $484K
|
27.1K
$662K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21.8K+ 21.59% |
$441K - $472K
|
123K
$3M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.6K+ 4.54% |
$436K - $466K
|
497K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
21.2K+ 20.85% |
$428K - $458K
|
123K
$3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.9KNew |
$424K - $453K
|
20.9K
$512K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
20.5K+ 22.38% |
$415K - $444K
|
112K
$2.74M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 9.21% |
$408K - $437K
|
240K
$5.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
17.8K+ 48.74% |
$360K - $385K
|
54.3K
$1.33M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17.3K+ 16.51% |
$349K - $373K
|
122K
$2.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.1K+ 51.43% |
$346K - $370K
|
50.3K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
16.6K+ 33.91% |
$336K - $360K
|
65.7K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.9K+ 20.18% |
$321K - $343K
|
94.4K
$2.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
15.6K+ 12.53% |
$316K - $338K
|
140K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 32.09% |
$315K - $337K
|
64.2K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.1K+ 10.31% |
$305K - $326K
|
161K
$3.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14.6K+ 6.45% |
$295K - $316K
|
241K
$5.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
14.2K+ 4.73% |
$287K - $307K
|
314K
$7.68M
|