Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
418K+ 35.07% |
$7.7M - $9.64M
|
1.61M
$39.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
390KNew |
$7.2M - $9.01M
|
390K
$9.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Fidato Wealth LLC
|
BUY
|
- |
362KNew |
$6.68M - $8.36M
|
362K
$8.96M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
360KNew |
$6.65M - $8.32M
|
360K
$8.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
239KNew |
$4.41M - $5.51M
|
239K
$5.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176K+ 148.64% |
$3.26M - $4.07M
|
295K
$7.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
172K+ 68.66% |
$3.17M - $3.97M
|
423K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
167KNew |
$3.09M - $3.86M
|
167K
$4.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
148KNew |
$2.72M - $3.41M
|
148K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
137K+ 33.24% |
$2.53M - $3.16M
|
549K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
131KNew |
$2.42M - $3.02M
|
131K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
111K+ 27.72% |
$2.04M - $2.56M
|
511K
$12.6M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
104KNew |
$1.93M - $2.41M
|
104K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
99.2KNew |
$1.83M - $2.29M
|
99.2K
$2.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
93.9KNew |
$1.73M - $2.17M
|
93.9K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
93.4K+ 114.22% |
$1.72M - $2.16M
|
175K
$4.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88.3KNew |
$1.63M - $2.04M
|
88.3K
$2.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
88.1KNew |
$1.63M - $2.03M
|
88.1K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
84.9K+ 5.39% |
$1.57M - $1.96M
|
1.66M
$41.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
82.7K+ 69.29% |
$1.53M - $1.91M
|
202K
$5M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
80.9K+ 31.32% |
$1.49M - $1.87M
|
339K
$8.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
79.4K+ 180.02% |
$1.46M - $1.83M
|
123K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
75.6K+ 45.02% |
$1.39M - $1.74M
|
243K
$6.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72K+ 302.02% |
$1.33M - $1.66M
|
95.9K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72K+ 48.74% |
$1.33M - $1.66M
|
220K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
61.1K+ 85.61% |
$1.13M - $1.41M
|
133K
$3.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
61.1KNew |
$1.13M - $1.41M
|
61.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.5KNew |
$1.12M - $1.4M
|
60.5K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
55KNew |
$1.02M - $1.27M
|
55K
$1.36M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54.4K+ 3.26% |
$1M - $1.26M
|
1.72M
$42.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
53.6KNew |
$989K - $1.24M
|
53.6K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
53.5KNew |
$988K - $1.24M
|
53.5K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
51.1KNew |
$943K - $1.18M
|
51.1K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
47.7KNew |
$880K - $1.1M
|
47.7K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.3K+ 19.47% |
$872K - $1.09M
|
290K
$7.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.6K+ 15.97% |
$842K - $1.05M
|
331K
$8.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
44.2K+ 308.01% |
$815K - $1.02M
|
58.5K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
44K+ 29.57% |
$811K - $1.01M
|
193K
$4.77M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.2K+ 25.38% |
$778K - $973K
|
208K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
40.7KNew |
$751K - $940K
|
40.7K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
40.1K+ 44.41% |
$740K - $926K
|
130K
$3.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
38.6KNew |
$712K - $890K
|
38.6K
$955K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
38.1KNew |
$703K - $880K
|
38.1K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.9K+ 33.85% |
$699K - $874K
|
150K
$3.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
35.3K+ 11.69% |
$651K - $814K
|
337K
$8.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.1KNew |
$628K - $786K
|
34.1K
$842K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32.6K+ 94.02% |
$602K - $753K
|
67.3K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.3KNew |
$577K - $722K
|
31.3K
$773K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
31.1K+ 13.09% |
$574K - $718K
|
269K
$6.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30.8K+ 24.65% |
$568K - $711K
|
156K
$3.85M
|