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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30K+ 20.37% |
$554K - $693K
|
177K
$4.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 13.98% |
$544K - $681K
|
241K
$5.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.9K+ 17.28% |
$515K - $645K
|
190K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
27.4K+ 38.01% |
$506K - $633K
|
99.6K
$2.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
27K+ 2.08% |
$499K - $624K
|
1.33M
$32.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
26.7K+ 15.83% |
$493K - $617K
|
195K
$4.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
26.4KNew |
$487K - $609K
|
26.4K
$653K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
26.4K+ 17.76% |
$487K - $609K
|
175K
$4.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.5K+ 3.24% |
$471K - $589K
|
814K
$20.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 4.2% |
$434K - $543K
|
583K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 13128.49% |
$434K - $542K
|
23.7K
$586K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22.9KNew |
$423K - $530K
|
22.9K
$568K
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
22.4K+ 3.43% |
$413K - $516K
|
675K
$16.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
20.9K+ 23.57% |
$385K - $481K
|
109K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
20.5K+ 19.28% |
$378K - $473K
|
127K
$3.14M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.3K+ 599.32% |
$374K - $468K
|
23.7K
$586K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
20KNew |
$370K - $463K
|
20K
$496K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
19.3KNew |
$356K - $445K
|
19.3K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
19KNew |
$350K - $438K
|
19K
$469K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
18.3K+ 154.45% |
$338K - $423K
|
30.2K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
17.3KNew |
$319K - $398K
|
17.3K
$427K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.9K+ 4.91% |
$311K - $389K
|
360K
$8.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16.1KNew |
$298K - $373K
|
16.1K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.7K+ 13.7% |
$290K - $363K
|
131K
$3.23M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.3K+ 14.24% |
$283K - $354K
|
123K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15.3KNew |
$282K - $353K
|
15.3K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
15.2K+ 5.85% |
$281K - $351K
|
275K
$6.81M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
14.8KNew |
$273K - $342K
|
14.8K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13.8K+ 18.26% |
$255K - $319K
|
89.4K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
13.1KNew |
$242K - $302K
|
13.1K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12.9KNew |
$237K - $297K
|
12.9K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.5KNew |
$230K - $288K
|
12.5K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
12.4K+ 3.74% |
$228K - $285K
|
343K
$8.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.4K+ 32.37% |
$228K - $285K
|
50.5K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.3KNew |
$227K - $284K
|
12.3K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$217K - $271K
|
11.8K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
11.6K+ 24.3% |
$215K - $269K
|
59.5K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.5KNew |
$213K - $266K
|
11.5K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
11.5KNew |
$212K - $265K
|
11.5K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8KNew |
$200K - $250K
|
10.8K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.5KNew |
$193K - $242K
|
10.5K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.4KNew |
$193K - $241K
|
10.4K
$258K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.4K+ 20.58% |
$192K - $241K
|
61.1K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9.81K+ 2.74% |
$181K - $226K
|
368K
$9.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
9.56K+ 18.09% |
$176K - $221K
|
62.4K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.42KNew |
$174K - $217K
|
9.42K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.3K+ 69.92% |
$172K - $215K
|
22.6K
$559K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.3KNew |
$172K - $215K
|
9.3K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.52K+ 9.39% |
$139K - $174K
|
87.6K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.33K+ 9.1% |
$135K - $169K
|
87.9K
$2.18M
|