Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q3 2022. 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 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.81K+ 166.51% |
$57.2K - $72.9K
|
4.5K
$106K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.41K+ 16.12% |
$49K - $62.3K
|
17.3K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.27K+ 11.53% |
$25.8K - $32.9K
|
12.3K
$288K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
718New |
$14.6K - $18.6K
|
718
$16.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
438New |
$8.91K - $11.3K
|
438
$10.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
302New |
$6.14K - $7.82K
|
302
$7.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
224New |
$4.56K - $5.8K
|
224
$5.25K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
178New |
$3.62K - $4.61K
|
178
$4.17K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
100New |
$2.03K - $2.59K
|
100
$2.34K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$122 - $155
|
6
$141
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.37% |
$61 - $77.7
|
816
$19.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 0.36% |
$61 - $77.7
|
844
$19.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-260- 1.75% |
$5.29K - $6.73K
|
14.6K
$341K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-450- 3.3% |
$9.15K - $11.7K
|
13.2K
$309K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.31K- 6.82% |
$47K - $59.8K
|
31.6K
$740K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.29K- 86.82% |
$87.2K - $111K
|
651
$15.3K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.02KClosed |
$123K - $156K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-268K- 95.14% |
$5.46M - $6.95M
|
13.7K
$322K
|