Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-160- 31.62% |
$3.24K - $3.46K
|
346
$8.11K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-331- 41.74% |
$6.69K - $7.16K
|
462
$10.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-358- 2.19% |
$7.24K - $7.74K
|
16K
$375K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-380- 2.89% |
$7.68K - $8.22K
|
12.8K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-446- 2.89% |
$9.02K - $9.65K
|
15K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 0.54% |
$10.1K - $10.8K
|
91.9K
$2.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-510- 2.91% |
$10.3K - $11K
|
17K
$399K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.18K- 3.5% |
$23.8K - $25.4K
|
32.4K
$760K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.39K- 16.12% |
$28.1K - $30K
|
7.22K
$169K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.57K- 14.01% |
$31.7K - $34K
|
9.64K
$226K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 74.08% |
$39.2K - $41.9K
|
678
$15.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 74.08% |
$39.2K - $41.9K
|
678
$15.9K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.4K- 11.34% |
$48.6K - $52K
|
18.8K
$440K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.48K- 7.48% |
$70.4K - $75.3K
|
43K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-4.75K- 19.6% |
$96.1K - $103K
|
19.5K
$457K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.3K- 3.87% |
$168K - $179K
|
206K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.56K- 47.07% |
$173K - $185K
|
9.63K
$226K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-10.1K- 4.79% |
$205K - $219K
|
201K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-12K- 62.82% |
$243K - $260K
|
7.12K
$167K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-12.5K- 47.44% |
$253K - $271K
|
13.9K
$325K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-14.3K- 37.92% |
$289K - $309K
|
23.4K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 36.34% |
$293K - $313K
|
25.4K
$595K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.5K- 37.19% |
$335K - $358K
|
28K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 63.26% |
$352K - $376K
|
10.1K
$237K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21.7K- 38.81% |
$440K - $470K
|
34.3K
$803K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-30.7K- 33.5% |
$620K - $664K
|
60.9K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-32.8K- 14.46% |
$663K - $709K
|
194K
$4.54M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-40.6K- 19.31% |
$821K - $879K
|
170K
$3.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-46K- 92.27% |
$931K - $996K
|
3.86K
$90.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.1K- 64.06% |
$1.26M - $1.34M
|
34.9K
$817K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-211K- 59.94% |
$4.26M - $4.56M
|
141K
$3.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-364K- 41.89% |
$7.35M - $7.87M
|
505K
$11.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.3M- 94.33% |
$26.2M - $28.1M
|
77.9K
$1.83M
|