Purchases and Sales Made in Q3 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 Q3 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
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
350K
+ 37.65%
$7.11M - $9.05M
1.28M $32.1M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
282K
New
$5.74M - $7.3M
282K $7.09M
Nov 07, 2022 Q3 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
255K
+ 453.95%
$5.18M - $6.59M
311K $7.81M
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
182K
+ 384.44%
$3.7M - $4.72M
230K $5.77M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
111K
+ 141.57%
$2.26M - $2.88M
190K $4.76M
Oct 21, 2022 Q3 2022
Satovsky Asset Management LLC

BUY
 -
94.8K
+ 636.81%
$1.93M - $2.45M
110K $2.76M
Oct 18, 2022 Q3 2022
Relaxing Retirement Coach

BUY
 -
93.4K
+ 106.72%
$1.9M - $2.42M
181K $4.55M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
67K
New
$1.36M - $1.73M
67K $1.68M
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
56.8K
+ 24.6%
$1.15M - $1.47M
288K $7.22M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
56.3K
+ 168.6%
$1.14M - $1.46M
89.6K $2.25M
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
53.1K
New
$1.08M - $1.38M
53.1K $1.33M
Nov 14, 2022 Q3 2022
Carlson Capital Management

BUY
 -
49.9K
New
$1.01M - $1.29M
49.9K $1.25M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
43.3K
+ 191.56%
$881K - $1.12M
65.9K $1.66M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
43.1K
New
$878K - $1.12M
43.1K $1.08M
Nov 07, 2022 Q3 2022
Steward Financial Group LLC

BUY
 -
42.1K
New
$856K - $1.09M
42.1K $1.06M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
41.8K
+ 8.15%
$850K - $1.08M
554K $13.9M
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
40.8K
+ 51.83%
$831K - $1.06M
120K $3.01M
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
35.9K
+ 147.36%
$730K - $929K
60.2K $1.51M
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
33.3K
+ 63.76%
$677K - $861K
85.5K $2.15M
Jan 12, 2023 Q3 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
31.9K
New
$649K - $826K
31.9K $802K
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
27.4K
New
$558K - $710K
27.4K $689K
Oct 31, 2022 Q3 2022
Hutchinson Capital Management

San Rafael, CA
BUY
 -
23.8K
+ 79.9%
$484K - $616K
53.6K $1.35M
Nov 01, 2022 Q3 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
23.8K
New
$483K - $615K
23.8K $597K
Nov 14, 2022 Q3 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
21.8K
+ 125.5%
$442K - $563K
39.1K $982K
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21.2K
New
$432K - $550K
21.2K $533K
Dec 05, 2023 Q3 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
20.3K
New
$413K - $526K
20.3K $510K
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
20.2K
New
$411K - $523K
20.2K $508K
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
20K
+ 187.4%
$408K - $519K
30.7K $772K
Nov 03, 2022 Q3 2022
Maryland Capital Advisors Inc.

BUY
 -
18.9K
+ 102.94%
$383K - $488K
37.2K $934K
Nov 09, 2022 Q3 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
17.5K
+ 102.78%
$356K - $453K
34.5K $868K
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
15.6K
+ 14.85%
$318K - $405K
121K $3.04M
Oct 31, 2022 Q3 2022
Asset Planning Corporation

BUY
 -
14.5K
+ 7.35%
$296K - $377K
212K $5.34M
Oct 11, 2022 Q3 2022
Helen Stephens Group, LLC

BUY
 -
14K
New
$285K - $363K
14K $352K
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
13.9K
+ 8.85%
$283K - $360K
171K $4.3M
Nov 08, 2022 Q3 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
12K
+ 66.54%
$244K - $311K
30K $755K
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
11.8K
New
$241K - $307K
11.8K $297K
Nov 10, 2022 Q3 2022
Forum Private Client Group LLC

BUY
 -
10.7K
New
$219K - $278K
10.7K $270K
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
10.2K
New
$208K - $265K
10.2K $257K
Oct 21, 2022 Q3 2022
Straight Path Wealth Management

BUY
 -
9.69K
+ 77.99%
$197K - $251K
22.1K $556K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.81K
New
$179K - $228K
8.81K $221K
Oct 25, 2022 Q3 2022
Applied Capital LLC

BUY
 -
7.28K
+ 40.84%
$148K - $189K
25.1K $631K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
7.07K
+ 25.53%
$144K - $183K
34.7K $873K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
5.79K
New
$118K - $150K
5.79K $145K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
5.11K
New
$104K - $132K
5.11K $128K
Nov 02, 2022 Q3 2022
Five Oceans Advisors

BUY
 -
5.09K
+ 29.74%
$103K - $132K
22.2K $557K
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
4.73K
+ 24.57%
$96.1K - $122K
24K $602K
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
3.11K
New
$63.3K - $80.5K
3.11K $78.1K
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
3.1K
+ 3.87%
$63.1K - $80.3K
83.1K $2.09M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
3.1K
+ 3.87%
$63.1K - $80.3K
83.1K $2.09M

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