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 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
6.7K+ 13.14% |
$124K - $155K
|
57.7K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6.49K+ 17.33% |
$120K - $150K
|
43.9K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.16K+ 18.05% |
$114K - $142K
|
40.3K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.92K+ 10.32% |
$109K - $137K
|
63.3K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.43KNew |
$100K - $125K
|
5.43K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.7K+ 6.75% |
$86.7K - $108K
|
74.3K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.55KNew |
$84K - $105K
|
4.55K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.13K+ 5.98% |
$76.2K - $95.3K
|
73.2K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4K+ 1860.47% |
$73.8K - $92.3K
|
4.22K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 359.01% |
$69.5K - $86.9K
|
4.82K
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.56K+ 27.93% |
$65.7K - $82.1K
|
16.3K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.55K+ 2.94% |
$65.5K - $81.9K
|
124K
$3.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.55K+ 15.93% |
$65.5K - $81.9K
|
25.8K
$639K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.35K+ 116.23% |
$61.8K - $77.3K
|
6.23K
$154K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
3.32K+ 5.87% |
$61.3K - $76.7K
|
59.9K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.77K+ 324.07% |
$51.2K - $64K
|
3.63K
$89.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.38K+ 4.08% |
$43.9K - $55K
|
60.7K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2K+ 41.1% |
$36.8K - $46.1K
|
6.86K
$170K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.99K+ 20.61% |
$36.7K - $45.9K
|
11.6K
$288K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.48KNew |
$27.4K - $34.3K
|
1.48K
$36.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.34KNew |
$24.6K - $30.8K
|
1.34K
$33K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.08K+ 7.77% |
$20K - $25K
|
15K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
777+ 0.49% |
$14.3K - $17.9K
|
159K
$3.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
730+ 0.9% |
$13.5K - $16.8K
|
81.8K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
660+ 0.83% |
$12.2K - $15.2K
|
80.2K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
584+ 1.27% |
$10.8K - $13.5K
|
46.6K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
569New |
$10.5K - $13.1K
|
569
$14.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
520+ 39.85% |
$9.59K - $12K
|
1.83K
$45.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
406+ 2.17% |
$7.49K - $9.37K
|
19.1K
$473K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
352+ 0.64% |
$6.49K - $8.12K
|
55K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
203New |
$3.75K - $4.69K
|
203
$5.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193New |
$3.56K - $4.45K
|
193
$4.77K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
81+ 38.94% |
$1.49K - $1.87K
|
289
$7.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
70+ 1.27% |
$1.29K - $1.62K
|
5.6K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.11% |
$203 - $254
|
9.79K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$166 - $208
|
12.3K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7New |
$129 - $162
|
7
$173
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-102- 0.94% |
$1.88K - $2.35K
|
10.8K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-243- 99.59% |
$4.48K - $5.61K
|
1
$24.7
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-320- 2.75% |
$5.9K - $7.39K
|
11.3K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-616- 3.37% |
$11.4K - $14.2K
|
17.6K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-623- 3.89% |
$11.5K - $14.4K
|
15.4K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-690- 0.52% |
$12.7K - $15.9K
|
133K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-933- 22.51% |
$17.2K - $21.5K
|
3.21K
$79.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.4K- 7.56% |
$25.8K - $32.3K
|
17.1K
$424K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.68K- 41.27% |
$31.1K - $38.8K
|
2.4K
$59.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.73K- 1.83% |
$32K - $40K
|
93K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.94K- 1.64% |
$35.7K - $44.7K
|
116K
$2.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.97K- 8.31% |
$36.3K - $45.4K
|
21.7K
$537K
|