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
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.6K+ 10.92% |
$50.5K - $58.5K
|
26.4K
$618K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.35K+ 45.88% |
$45.6K - $52.8K
|
7.46K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09KNew |
$40.6K - $47K
|
2.09K
$48.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1349.0% |
$26.2K - $30.4K
|
1.45K
$34K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 20.98% |
$23.6K - $27.4K
|
7.01K
$164K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.09K+ 248.86% |
$21.2K - $24.5K
|
1.53K
$35.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
603+ 4.4% |
$11.7K - $13.6K
|
14.3K
$336K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
551+ 182.45% |
$10.7K - $12.4K
|
853
$20K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
506New |
$9.84K - $11.4K
|
506
$11.9K
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
502+ 2.47% |
$9.76K - $11.3K
|
20.8K
$488K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
487+ 3.97% |
$9.47K - $11K
|
12.8K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
382New |
$7.43K - $8.6K
|
382
$8.95K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
378New |
$7.35K - $8.51K
|
378
$8.86K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
72New |
$1.4K - $1.62K
|
72
$1.69K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-81- 12.44% |
$1.58K - $1.82K
|
570
$13.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-842- 1.95% |
$16.4K - $19K
|
42.3K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.65K- 5.59% |
$90.4K - $105K
|
78.5K
$1.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 39.75% |
$247K - $286K
|
19.2K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-18.8K- 35.11% |
$366K - $423K
|
34.7K
$815K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-47.6K- 16.56% |
$927K - $1.07M
|
240K
$5.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-67.2K- 29.29% |
$1.31M - $1.51M
|
162K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-68K- 56.22% |
$1.32M - $1.53M
|
53K
$1.24M
|