Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFAR)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
12.4K+ 13.25% |
$240K - $278K
|
106K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 34.8% |
$227K - $264K
|
45.7K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 115.41% |
$226K - $263K
|
21.9K
$514K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.4K+ 16.33% |
$219K - $254K
|
81.1K
$1.9M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
11K+ 4.6% |
$212K - $246K
|
251K
$5.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11K+ 7.44% |
$211K - $245K
|
158K
$3.71M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
9.96K+ 7.18% |
$192K - $223K
|
149K
$3.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.24K+ 31.94% |
$178K - $207K
|
38.2K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.74K+ 34.42% |
$168K - $195K
|
34.1K
$800K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.64K+ 28.24% |
$147K - $171K
|
34.7K
$814K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.63K+ 1.54% |
$147K - $170K
|
504K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.19K+ 6.41% |
$139K - $161K
|
119K
$2.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.8K+ 8.13% |
$131K - $152K
|
90.3K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.7K+ 6.01% |
$129K - $150K
|
118K
$2.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.58K+ 2.59% |
$107K - $125K
|
221K
$5.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.14K+ 9.66% |
$98.9K - $115K
|
58.3K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.1K+ 5.55% |
$98.2K - $114K
|
97K
$2.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
4.97K+ 10.81% |
$95.8K - $111K
|
51K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.91K+ 7.64% |
$94.5K - $110K
|
69.1K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.89K+ 3.03% |
$94.1K - $109K
|
166K
$3.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
4.69K+ 9.03% |
$90.3K - $105K
|
56.6K
$1.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.94K+ 6.0% |
$75.9K - $88K
|
69.6K
$1.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 4.78% |
$70K - $81.2K
|
79.6K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.62K+ 35.84% |
$69.7K - $80.9K
|
13.7K
$322K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.98K+ 6.92% |
$57.4K - $66.6K
|
46K
$1.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.91K+ 13.89% |
$56K - $65K
|
23.9K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.88KNew |
$55.5K - $64.4K
|
2.88K
$67.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.67K+ 7.67% |
$51.4K - $59.6K
|
37.4K
$878K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.66K+ 37.33% |
$51.2K - $59.4K
|
9.78K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.63K+ 3.82% |
$50.6K - $58.7K
|
71.4K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.25K+ 2.88% |
$43.4K - $50.4K
|
80.6K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.15K+ 2.76% |
$41.4K - $48K
|
80.1K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.3K+ 13.63% |
$24.9K - $28.9K
|
10.8K
$253K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.18KNew |
$22.7K - $26.3K
|
1.18K
$27.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.12KNew |
$21.6K - $25.1K
|
1.12K
$26.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.04KNew |
$20K - $23.2K
|
1.04K
$24.4K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$19.3K - $22.4K
|
1K
$23.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
930+ 1.87% |
$17.9K - $20.8K
|
50.7K
$1.19M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
914+ 8.35% |
$17.6K - $20.4K
|
11.9K
$278K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
797+ 5.32% |
$15.4K - $17.8K
|
15.8K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
371+ 54.72% |
$7.15K - $8.29K
|
1.05K
$24.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
342+ 0.68% |
$6.59K - $7.64K
|
50.7K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
335+ 1.84% |
$6.45K - $7.49K
|
18.5K
$435K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
317+ 32.09% |
$6.11K - $7.08K
|
1.31K
$30.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286+ 7.41% |
$5.51K - $6.39K
|
4.15K
$97.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
276+ 1.18% |
$5.32K - $6.17K
|
23.7K
$555K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
236+ 5.46% |
$4.55K - $5.27K
|
4.56K
$107K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
236+ 5.46% |
$4.55K - $5.27K
|
4.56K
$107K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
230+ 2.44% |
$4.43K - $5.14K
|
9.65K
$226K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
104New |
$2K - $2.32K
|
104
$2.44K
|