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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
35.4K+ 16.65% |
$688K - $796K
|
248K
$5.81M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
34.6K+ 65.2% |
$674K - $780K
|
87.8K
$2.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
32.7K+ 224.64% |
$636K - $737K
|
47.3K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
31KNew |
$602K - $698K
|
31K
$726K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
30.9K+ 79.02% |
$601K - $695K
|
70K
$1.64M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
26.8KNew |
$521K - $603K
|
26.8K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
26.6KNew |
$517K - $598K
|
26.6K
$623K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26.5KNew |
$516K - $597K
|
26.5K
$622K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
25.7K+ 148.34% |
$500K - $579K
|
43.1K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
24.9K+ 80.93% |
$484K - $560K
|
55.6K
$1.3M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
24.4KNew |
$475K - $550K
|
24.4K
$573K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
24KNew |
$467K - $540K
|
24K
$562K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.7K+ 117.05% |
$460K - $533K
|
43.9K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.1KNew |
$411K - $476K
|
21.1K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.5KNew |
$399K - $462K
|
20.5K
$481K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
20.2KNew |
$392K - $454K
|
20.2K
$473K
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
20KNew |
$389K - $450K
|
20K
$469K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18.3K+ 2247.79% |
$357K - $413K
|
19.2K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
18KNew |
$350K - $405K
|
18K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
17.3KNew |
$337K - $390K
|
17.3K
$406K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
17KNew |
$331K - $384K
|
17K
$399K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
16.9K+ 9.87% |
$329K - $381K
|
188K
$4.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.4K+ 12.9% |
$300K - $348K
|
135K
$3.17M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.4KNew |
$299K - $347K
|
15.4K
$361K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.8K+ 73.62% |
$288K - $334K
|
35K
$819K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
14KNew |
$273K - $316K
|
14K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$266K - $308K
|
13.7K
$320K
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
13.6K+ 54.1% |
$264K - $306K
|
38.7K
$907K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
13.2KNew |
$257K - $297K
|
13.2K
$309K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13K+ 37.69% |
$253K - $293K
|
47.6K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.7K+ 36.67% |
$248K - $287K
|
47.5K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$244K - $282K
|
12.5K
$293K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
12.2K+ 55.02% |
$237K - $275K
|
34.4K
$806K
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
11.9KNew |
$231K - $268K
|
11.9K
$279K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
11.1K+ 40.31% |
$215K - $249K
|
38.5K
$902K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6KNew |
$206K - $239K
|
10.6K
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$197K - $228K
|
10.1K
$237K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$196K - $227K
|
10.1K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$196K - $227K
|
10.1K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.53KNew |
$185K - $215K
|
9.53K
$223K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.73K+ 36.41% |
$170K - $196K
|
32.7K
$766K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
7.79K+ 172.96% |
$152K - $175K
|
12.3K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.28KNew |
$142K - $164K
|
7.28K
$171K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
6.51K+ 60.62% |
$127K - $147K
|
17.3K
$404K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.73K+ 12.73% |
$92K - $107K
|
41.9K
$982K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.68KNew |
$91.1K - $105K
|
4.68K
$110K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.33KNew |
$84.1K - $97.4K
|
4.33K
$101K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.08K+ 89.96% |
$79.3K - $91.8K
|
8.61K
$202K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.07KNew |
$79.2K - $91.7K
|
4.07K
$95.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.18K+ 24.11% |
$61.8K - $71.6K
|
16.4K
$383K
|