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 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.94K- 1.64% |
$35.7K - $44.7K
|
116K
$2.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.97K- 8.31% |
$36.3K - $45.4K
|
21.7K
$514K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.72K- 16.34% |
$50.1K - $62.7K
|
13.9K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3K- 3.09% |
$55.4K - $69.2K
|
94K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.49K- 8.22% |
$64.4K - $80.5K
|
39K
$924K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.7K- 6.82% |
$68.3K - $85.5K
|
50.6K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.73K- 8.17% |
$68.8K - $86.1K
|
41.9K
$994K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.9K- 1.17% |
$109K - $136K
|
498K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.2K- 22.4% |
$188K - $235K
|
35.3K
$836K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10.4K- 96.73% |
$193K - $241K
|
353
$8.37K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 25.55% |
$197K - $247K
|
31.2K
$739K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-11.8K- 25.4% |
$218K - $272K
|
34.6K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 64.91% |
$263K - $328K
|
7.69K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-15.2K- 49.0% |
$281K - $351K
|
15.8K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-16.9K- 9.07% |
$312K - $390K
|
169K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.2K- 42.04% |
$353K - $442K
|
26.4K
$626K
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-37K- 72.98% |
$682K - $853K
|
13.7K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-40.6K- 8.9% |
$749K - $937K
|
415K
$9.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-41.2K- 34.99% |
$760K - $950K
|
76.5K
$1.81M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-59.4K- 17.8% |
$1.1M - $1.37M
|
275K
$6.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-72.8K- 6.26% |
$1.34M - $1.68M
|
1.09M
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-101K- 51.36% |
$1.87M - $2.34M
|
96.1K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-108K- 26.62% |
$1.98M - $2.48M
|
296K
$7.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-178K- 43.53% |
$3.29M - $4.11M
|
231K
$5.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-212K- 95.93% |
$3.92M - $4.9M
|
9K
$213K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-318K- 46.25% |
$5.87M - $7.35M
|
370K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.44M- 95.63% |
$26.5M - $33.2M
|
65.6K
$1.56M
|