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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
12.9K+ 38.83% |
$260K - $278K
|
46K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.7K+ 20.51% |
$258K - $276K
|
74.8K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
12.7K+ 53.68% |
$257K - $275K
|
36.4K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
12.2K+ 5.98% |
$246K - $263K
|
216K
$5.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 114.55% |
$239K - $256K
|
22.1K
$520K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
11.4K+ 13.86% |
$231K - $247K
|
93.9K
$2.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$226K - $241K
|
11.2K
$262K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11KNew |
$221K - $237K
|
11K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
10.5K+ 27.31% |
$213K - $227K
|
49K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10.1K+ 13.78% |
$205K - $219K
|
83.5K
$1.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.9K+ 14.47% |
$200K - $214K
|
78.3K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.42KNew |
$191K - $204K
|
9.42K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.39KNew |
$190K - $203K
|
9.39K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.21K+ 37.31% |
$186K - $199K
|
33.9K
$797K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.81K+ 87.6% |
$178K - $191K
|
18.9K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.14K+ 25.85% |
$164K - $176K
|
39.6K
$931K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7.78KNew |
$157K - $168K
|
7.78K
$183K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.44K+ 5.31% |
$150K - $161K
|
147K
$3.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
7.41K+ 16.65% |
$150K - $160K
|
51.9K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.22K+ 13.89% |
$146K - $156K
|
59.2K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.3K+ 12.67% |
$127K - $136K
|
56.1K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.47KNew |
$111K - $118K
|
5.47K
$129K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.17K+ 8.01% |
$105K - $112K
|
69.7K
$1.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.06K+ 38.51% |
$102K - $110K
|
18.2K
$428K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.86KNew |
$98.2K - $105K
|
4.86K
$114K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.79K+ 5.14% |
$96.9K - $104K
|
97.9K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.41K+ 4.12% |
$89.1K - $95.3K
|
111K
$2.62M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.2K+ 3.75% |
$84.8K - $90.8K
|
116K
$2.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.43K+ 8.46% |
$69.4K - $74.2K
|
44K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.39K+ 55.49% |
$68.6K - $73.3K
|
9.5K
$223K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.12K+ 9.84% |
$63K - $67.4K
|
34.8K
$818K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.89K+ 1190.53% |
$58.5K - $62.6K
|
3.14K
$73.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.8K+ 37.96% |
$56.6K - $60.6K
|
10.2K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.53KNew |
$51.1K - $54.6K
|
2.53K
$59.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.49K+ 10.9% |
$50.3K - $53.8K
|
25.3K
$595K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.83K+ 4.98% |
$36.9K - $39.5K
|
38.5K
$905K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.61K+ 5.89% |
$32.6K - $34.8K
|
28.9K
$680K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.01K+ 11.88% |
$20.4K - $21.8K
|
9.5K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
723+ 0.96% |
$14.6K - $15.6K
|
75.9K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
706+ 5.34% |
$14.3K - $15.3K
|
13.9K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
536+ 1.02% |
$10.8K - $11.6K
|
53.2K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
496+ 72.62% |
$10K - $10.7K
|
1.18K
$27.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
227+ 0.53% |
$4.59K - $4.91K
|
43.4K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
162New |
$3.28K - $3.5K
|
162
$3.81K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
109+ 6.77% |
$2.2K - $2.36K
|
1.72K
$40.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
37+ 0.34% |
$748 - $800
|
10.8K
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12+ 6.56% |
$243 - $260
|
195
$4.58K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$20.2 - $21.6
|
49.8K
$1.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.1% |
$20.2 - $21.6
|
988
$23.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|