Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFAR)

DFAR Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q1 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
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
14.3K
New
$284K - $343K
14.3K $340K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
14.1K
+ 81.63%
$280K - $338K
31.5K $746K
Apr 06, 2023 Q1 2023
Dbk Financial Counsel, LLC

BUY
 -
13.3K
+ 36.39%
$263K - $317K
49.7K $1.18M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
12.8K
+ 23.06%
$254K - $307K
68.4K $1.62M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
12.6K
New
$249K - $301K
12.6K $298K
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
12.2K
+ 50.09%
$243K - $293K
36.7K $869K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.7K
+ 5.78%
$232K - $280K
214K $5.08M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
11.5K
+ 28.41%
$228K - $275K
51.9K $1.23M
Apr 17, 2023 Q1 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
10.9K
+ 3.85%
$216K - $261K
294K $6.97M
May 09, 2023 Q1 2023
Brainard Capital Management LLC

Austin, TX
BUY
 -
10.4K
+ 78.85%
$206K - $249K
23.6K $559K
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
10.3K
+ 14.25%
$204K - $246K
82.5K $1.96M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
9.25K
+ 38.57%
$183K - $221K
33.2K $788K
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
8.98K
+ 16.15%
$178K - $215K
64.6K $1.53M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
8.78K
+ 20.02%
$174K - $210K
52.7K $1.25M
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
7.88K
+ 24.11%
$156K - $189K
40.6K $962K
May 19, 2023 Q1 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
7.42K
+ 48.19%
$147K - $177K
22.8K $541K
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
6.92K
+ 7.09%
$137K - $166K
105K $2.48M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
6.4K
+ 37.08%
$127K - $153K
23.7K $561K
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
6.39K
+ 14.97%
$127K - $153K
49K $1.16M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
5.9K
+ 6.2%
$117K - $141K
101K $2.39M
Apr 25, 2023 Q1 2023
Applied Capital LLC

BUY
 -
5.77K
+ 14.92%
$114K - $138K
44.5K $1.05M
May 03, 2023 Q1 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
5.3K
+ 20.1%
$105K - $127K
31.7K $750K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
5K
New
$99.1K - $120K
5K $119K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
4.91K
+ 3.64%
$97.4K - $118K
140K $3.32M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
4.74K
+ 10.56%
$93.9K - $113K
49.6K $1.18M
May 03, 2023 Q1 2023
Bay Harbor Wealth Management, LLC

BUY
 -
4.66K
+ 321.74%
$92.4K - $112K
6.11K $145K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.31K
+ 9.44%
$85.4K - $103K
49.9K $1.18M
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
3.98K
+ 32.41%
$79K - $95.3K
16.3K $386K
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
3.9K
+ 4.44%
$77.4K - $93.3K
91.7K $2.17M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
3.53K
+ 16.71%
$70.1K - $84.5K
24.7K $585K
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
3.29K
+ 9.56%
$65.2K - $78.7K
37.7K $893K
Apr 14, 2023 Q1 2023
Asset Planning Corporation

BUY
 -
3.11K
+ 1.26%
$61.7K - $74.4K
251K $5.95M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
2.99K
+ 1.38%
$59.3K - $71.6K
219K $5.2M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.87K
+ 3.97%
$57K - $68.7K
75.2K $1.78M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
2.63K
+ 8.48%
$52.1K - $62.9K
33.6K $796K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.62K
New
$51.9K - $62.6K
2.62K $62K
Apr 26, 2023 Q1 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
2.19K
+ 4.61%
$43.4K - $52.4K
49.7K $1.18M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.03K
+ 14.18%
$40.3K - $48.6K
16.4K $388K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.9K
New
$37.7K - $45.4K
1.9K $45K
May 04, 2023 Q1 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
1.75K
+ 5.03%
$34.6K - $41.8K
36.5K $865K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1.03K
+ 13.87%
$20.5K - $24.7K
8.49K $201K
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
847
+ 2.0%
$16.8K - $20.3K
43.2K $1.02M
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
790
+ 2.98%
$15.7K - $18.9K
27.3K $648K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
703
+ 5.62%
$13.9K - $16.8K
13.2K $313K
Dec 05, 2023 Q1 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
384
+ 1.84%
$7.61K - $9.19K
21.2K $502K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
243
New
$4.82K - $5.81K
243 $5.76K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
215
New
$4.26K - $5.14K
215 $5.1K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
204
New
$4.05K - $4.88K
204 $4.83K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
183
New
$3.63K - $4.38K
183 $4.34K

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