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 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
86+ 0.8% |
$1.66K - $1.92K
|
10.9K
$255K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
59+ 1.08% |
$1.14K - $1.32K
|
5.53K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
16+ 0.1% |
$308 - $358
|
16K
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$250 - $291
|
13
$305
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
13New |
$250 - $291
|
13
$305
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 6.67% |
$250 - $291
|
208
$4.88K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-149- 0.79% |
$2.87K - $3.33K
|
18.7K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-321- 92.77% |
$6.18K - $7.17K
|
25
$586
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-415- 2.44% |
$7.99K - $9.28K
|
16.6K
$390K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-539- 2.87% |
$10.4K - $12K
|
18.3K
$428K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-856- 0.7% |
$16.5K - $19.1K
|
121K
$2.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-901- 4.62% |
$17.4K - $20.1K
|
18.6K
$436K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-924- 2.13% |
$17.8K - $20.7K
|
42.5K
$995K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-994- 57.82% |
$19.1K - $22.2K
|
725
$17K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1K- 84.82% |
$19.3K - $22.4K
|
179
$4.2K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-1.12K- 2.28% |
$21.5K - $24.9K
|
47.9K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.39K- 4.28% |
$26.8K - $31K
|
31K
$728K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.67K- 66.1% |
$32.1K - $37.3K
|
856
$20.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.12K- 4.82% |
$40.8K - $47.4K
|
41.9K
$982K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.89K- 92.22% |
$55.7K - $64.6K
|
244
$5.72K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.15K- 43.54% |
$60.6K - $70.3K
|
4.08K
$95.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.2K- 3.27% |
$61.7K - $71.6K
|
94.7K
$2.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 6.74% |
$64.6K - $75K
|
46.4K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.25K- 7.17% |
$81.8K - $94.9K
|
54.9K
$1.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.78K- 0.4% |
$131K - $151K
|
1.67M
$39.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-7.61K- 5.4% |
$147K - $170K
|
133K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14.8K- 7.36% |
$285K - $331K
|
186K
$4.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15.5K- 25.37% |
$298K - $345K
|
45.5K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2K- 25.05% |
$369K - $429K
|
57.4K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-48.5K- 9.61% |
$934K - $1.08M
|
456K
$10.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-52.1K- 30.67% |
$1M - $1.16M
|
118K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.3K- 28.29% |
$1.12M - $1.3M
|
148K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-79.4K- 6.26% |
$1.53M - $1.78M
|
1.19M
$27.9M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.35M- 99.1% |
$26M - $30.1M
|
12.3K
$287K
|