Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.24M+ 111.69% |
$27.6M - $30.3M
|
2.34M
$55.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
269K+ 130.46% |
$6.02M - $6.6M
|
476K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
252KNew |
$5.64M - $6.19M
|
252K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208K+ 8.89% |
$4.65M - $5.1M
|
2.55M
$60.2M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
178K+ 47.87% |
$3.99M - $4.38M
|
551K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
159K+ 45.15% |
$3.55M - $3.9M
|
511K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
141K+ 14.49% |
$3.14M - $3.45M
|
1.11M
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
114K+ 183.41% |
$2.54M - $2.79M
|
176K
$4.15M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 160.16% |
$2.54M - $2.78M
|
184K
$4.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
110K+ 3.63% |
$2.45M - $2.69M
|
3.13M
$74M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
80KNew |
$1.79M - $1.96M
|
80K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71.8K+ 25.09% |
$1.61M - $1.76M
|
358K
$8.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
64.2K+ 3.29% |
$1.43M - $1.57M
|
2.01M
$47.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
61.4K+ 5.76% |
$1.37M - $1.51M
|
1.13M
$26.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
60.1K+ 24.12% |
$1.34M - $1.47M
|
309K
$7.3M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.1KNew |
$1.21M - $1.33M
|
54.1K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.1K+ 3.04% |
$1.14M - $1.25M
|
1.73M
$40.9M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
51K+ 11.93% |
$1.14M - $1.25M
|
478K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
42.7K+ 7.64% |
$955K - $1.05M
|
602K
$14.2M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
42.3KNew |
$945K - $1.04M
|
42.3K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
40.9K+ 17.97% |
$913K - $1M
|
268K
$6.34M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
38.6K+ 8.74% |
$862K - $946K
|
480K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.4K+ 28.37% |
$814K - $893K
|
165K
$3.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3KNew |
$790K - $866K
|
35.3K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
29.4K+ 12.9% |
$657K - $720K
|
257K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
26K+ 8.84% |
$580K - $636K
|
320K
$7.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.7K+ 7.82% |
$508K - $557K
|
313K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 29.84% |
$508K - $557K
|
98.8K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22.2K+ 4.28% |
$495K - $543K
|
540K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 16.48% |
$476K - $522K
|
150K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
20.6K+ 11.06% |
$459K - $504K
|
206K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
17.8K+ 14.45% |
$397K - $435K
|
141K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
17.2K+ 36.62% |
$385K - $422K
|
64.2K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
16.5K+ 11.57% |
$369K - $405K
|
159K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
16.4K+ 7.95% |
$366K - $401K
|
222K
$5.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.3K+ 16.33% |
$364K - $399K
|
116K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
16.1K+ 1.34% |
$360K - $395K
|
1.22M
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.4KNew |
$321K - $352K
|
14.4K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.3K+ 4.36% |
$320K - $352K
|
343K
$8.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 16.27% |
$314K - $344K
|
100K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9KNew |
$311K - $342K
|
13.9K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
13.3K+ 26.94% |
$298K - $327K
|
62.8K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
13.2K+ 9.74% |
$295K - $323K
|
149K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
12.7K+ 9.19% |
$285K - $313K
|
151K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 9.04% |
$280K - $307K
|
151K
$3.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 6.67% |
$278K - $305K
|
199K
$4.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12.4K+ 11.39% |
$278K - $305K
|
122K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
12.4KNew |
$278K - $305K
|
12.4K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.4K+ 6.61% |
$277K - $304K
|
200K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 3.29% |
$276K - $303K
|
388K
$9.16M
|