Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.47M
+ 4286.02%
$28.3M - $32.8M
1.5M $35.2M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
1.35M
+ 10544.42%
$26M - $30.1M
1.36M $31.9M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
404K
New
$7.78M - $9.03M
404K $9.47M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
334K
New
$6.43M - $7.47M
334K $7.83M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
119K
New
$2.29M - $2.65M
119K $2.78M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
112K
New
$2.16M - $2.5M
112K $2.62M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
97K
+ 20.98%
$1.87M - $2.17M
560K $13.1M
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
96.7K
+ 8.04%
$1.86M - $2.16M
1.3M $30.5M
Nov 09, 2023 Q3 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
96.6K
+ 13.95%
$1.86M - $2.16M
789K $18.5M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
77.3K
+ 91.69%
$1.49M - $1.73M
162K $3.79M
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
56.9K
+ 19.85%
$1.1M - $1.27M
343K $8.05M
Oct 31, 2023 Q3 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
53.1K
+ 8.36%
$1.02M - $1.19M
688K $16.1M
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
47.8K
+ 22.67%
$920K - $1.07M
258K $6.06M
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
45.2K
+ 36.8%
$870K - $1.01M
168K $3.94M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
44.8K
+ 2.93%
$864K - $1M
1.57M $36.9M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
44.8K
+ 12.29%
$863K - $1M
409K $9.59M
Nov 14, 2023 Q3 2023
Jentner Corp

BUY
 -
43K
+ 27.81%
$828K - $961K
198K $4.63M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
42.7K
+ 28.11%
$823K - $955K
195K $4.56M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
42.7K
+ 21.35%
$823K - $955K
243K $5.69M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
37.4K
+ 53.22%
$721K - $837K
108K $2.53M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
34.6K
+ 73.41%
$667K - $774K
81.8K $1.92M
Oct 24, 2023 Q3 2023
Brown Financial Advisory

BUY
 -
32.8K
+ 5.28%
$631K - $732K
653K $15.3M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
32.6K
+ 8.58%
$627K - $728K
412K $9.66M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
32.5K
+ 82.14%
$627K - $727K
72.1K $1.69M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
29.7K
+ 34.87%
$572K - $664K
115K $2.69M
Oct 19, 2023 Q3 2023
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
28.3K
+ 20.13%
$545K - $632K
169K $3.96M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
25.5K
+ 9.8%
$491K - $570K
286K $6.7M
Oct 18, 2023 Q3 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
25.4K
+ 7.62%
$489K - $567K
358K $8.4M
Oct 26, 2023 Q3 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
24.6K
+ 20.05%
$474K - $550K
147K $3.46M
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
23.5K
+ 10.99%
$453K - $526K
238K $5.57M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
23.5K
+ 12.55%
$453K - $526K
211K $4.95M
Oct 13, 2023 Q3 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
22.4K
+ 1.97%
$431K - $501K
1.16M $27.2M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
22.3K
New
$429K - $498K
22.3K $522K
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
22.1K
New
$426K - $494K
22.1K $518K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
19.6K
+ 34.91%
$377K - $437K
75.6K $1.77M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.5K
New
$375K - $435K
19.5K $456K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.5K
New
$375K - $435K
19.5K $456K
Nov 13, 2023 Q3 2023
Pinnacle Financial Group, LLC

BUY
 -
18.9K
+ 7.84%
$364K - $422K
260K $6.1M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.6K
+ 63.02%
$339K - $394K
45.6K $1.07M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
17.6K
+ 18.62%
$338K - $393K
112K $2.62M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
17.5K
+ 16.32%
$338K - $392K
125K $2.93M
Oct 13, 2023 Q3 2023
Retirement Solution Inc.

BUY
 -
16.7K
+ 5.32%
$322K - $373K
330K $7.75M
Oct 30, 2023 Q3 2023
Helen Stephens Group, LLC

BUY
 -
16.4K
+ 12.37%
$315K - $366K
149K $3.48M
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
16.2K
+ 58.35%
$313K - $363K
44.1K $1.03M
Oct 16, 2023 Q3 2023
Asset Planning Corporation

BUY
 -
14.9K
+ 5.2%
$287K - $333K
302K $7.07M
Oct 18, 2023 Q3 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
14.3K
+ 37.19%
$276K - $320K
52.8K $1.24M
Oct 20, 2023 Q3 2023
Maryland Capital Advisors Inc.

BUY
 -
13.6K
+ 18.21%
$263K - $305K
88.5K $2.07M
Oct 23, 2023 Q3 2023
Austin Asset Management CO Inc

BUY
 -
13.3K
New
$256K - $297K
13.3K $312K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
12.7K
New
$245K - $285K
12.7K $299K

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