Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
584KNew |
$11.4M - $13.2M
|
584K
$13.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
575K+ 184.99% |
$11.2M - $12.9M
|
886K
$20.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
525KNew |
$10.2M - $11.8M
|
525K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
524KNew |
$10.2M - $11.8M
|
524K
$12.2M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
490K+ 518.88% |
$9.53M - $11M
|
584K
$13.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
426K+ 708.03% |
$8.29M - $9.6M
|
486K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
407KNew |
$7.91M - $9.16M
|
407K
$9.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
294KNew |
$5.73M - $6.63M
|
294K
$6.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
283KNew |
$5.51M - $6.38M
|
283K
$6.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
281K+ 50.76% |
$5.47M - $6.34M
|
836K
$19.5M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
259KNew |
$5.04M - $5.84M
|
259K
$6.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
224K+ 450.22% |
$4.37M - $5.06M
|
274K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
220K+ 17.19% |
$4.27M - $4.95M
|
1.5M
$34.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
210K+ 191.07% |
$4.08M - $4.72M
|
319K
$7.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
203K+ 642.96% |
$3.95M - $4.57M
|
234K
$5.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202KNew |
$3.94M - $4.56M
|
202K
$4.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
155K+ 85.7% |
$3.02M - $3.49M
|
336K
$7.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
135K+ 150.61% |
$2.63M - $3.04M
|
225K
$5.24M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
134KNew |
$2.6M - $3.01M
|
134K
$3.11M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
131K+ 153.13% |
$2.55M - $2.95M
|
216K
$5.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
116K+ 61.13% |
$2.26M - $2.61M
|
306K
$7.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
104KNew |
$2.03M - $2.35M
|
104K
$2.43M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
97.6KNew |
$1.9M - $2.2M
|
97.6K
$2.27M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
95.1KNew |
$1.85M - $2.14M
|
95.1K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
77.6KNew |
$1.51M - $1.75M
|
77.6K
$1.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
74.2KNew |
$1.44M - $1.67M
|
74.2K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
72.4KNew |
$1.41M - $1.63M
|
72.4K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.4K+ 79.65% |
$1.37M - $1.59M
|
159K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
64.8K+ 462.28% |
$1.26M - $1.46M
|
78.8K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
60.5KNew |
$1.18M - $1.36M
|
60.5K
$1.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59.6KNew |
$1.16M - $1.34M
|
59.6K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
59.4K+ 197.66% |
$1.16M - $1.34M
|
89.4K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.3KNew |
$1.11M - $1.29M
|
57.3K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.9K+ 635.11% |
$1.09M - $1.26M
|
64.7K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
55.6KNew |
$1.08M - $1.25M
|
55.6K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
53KNew |
$1.03M - $1.19M
|
53K
$1.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50.5KNew |
$982K - $1.14M
|
50.5K
$1.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
50.1K+ 226.44% |
$974K - $1.13M
|
72.2K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
48.8KNew |
$949K - $1.1M
|
48.8K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
47.5K+ 1525.62% |
$923K - $1.07M
|
50.6K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.9K+ 69.63% |
$893K - $1.03M
|
112K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.4K+ 20256.7% |
$883K - $1.02M
|
45.6K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.9KNew |
$873K - $1.01M
|
44.9K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
43.3KNew |
$843K - $976K
|
43.3K
$1.01M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
42.7KNew |
$830K - $960K
|
42.7K
$994K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.7KNew |
$811K - $938K
|
41.7K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
40.5KNew |
$787K - $911K
|
40.5K
$943K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
40.4K+ 95.97% |
$785K - $909K
|
82.4K
$1.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
36.5KNew |
$709K - $821K
|
36.5K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
36.3KNew |
$706K - $818K
|
36.3K
$846K
|