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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.1K+ 7.26% |
$270K - $296K
|
179K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.6K+ 13.45% |
$260K - $285K
|
98.2K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
11.5K+ 2.75% |
$257K - $282K
|
429K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.9K+ 36.83% |
$243K - $267K
|
40.4K
$954K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.7K+ 2.22% |
$239K - $262K
|
493K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
9.71K+ 79.7% |
$217K - $238K
|
21.9K
$517K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.33KNew |
$208K - $229K
|
9.33K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
8.93KNew |
$200K - $219K
|
8.93K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.66KNew |
$193K - $212K
|
8.66K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.31K+ 2.79% |
$186K - $204K
|
306K
$7.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.66K+ 14.54% |
$171K - $188K
|
60.3K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.38K+ 14.7% |
$165K - $181K
|
57.6K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.09K+ 9.48% |
$159K - $174K
|
81.9K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7.06K+ 0.83% |
$158K - $173K
|
856K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7K+ 5.84% |
$156K - $172K
|
127K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.6K+ 3.58% |
$148K - $162K
|
191K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 20.91% |
$147K - $161K
|
38K
$898K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.54K+ 4.82% |
$146K - $160K
|
142K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41K+ 7.11% |
$143K - $157K
|
96.5K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
5.82K+ 4.99% |
$130K - $143K
|
123K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.59K+ 14.1% |
$125K - $137K
|
45.2K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.35K+ 8.72% |
$120K - $131K
|
66.7K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5.29K+ 24.86% |
$118K - $130K
|
26.6K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.17K+ 10.73% |
$116K - $127K
|
53.4K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.97KNew |
$111K - $122K
|
4.97K
$117K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.53K+ 36.93% |
$101K - $111K
|
16.8K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
4.23K+ 5.69% |
$94.4K - $104K
|
78.5K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.68K+ 7.16% |
$82.3K - $90.3K
|
55.1K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.45K+ 1.41% |
$77.2K - $84.7K
|
249K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.25K+ 4.3% |
$72.6K - $79.6K
|
78.8K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.97K+ 7.21% |
$66.4K - $72.8K
|
44.1K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.92K+ 1.55% |
$65.3K - $71.6K
|
192K
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.48K+ 7.42% |
$55.4K - $60.8K
|
35.9K
$847K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.46K+ 8.86% |
$55K - $60.3K
|
30.2K
$714K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
2.34K+ 6.74% |
$52.2K - $57.3K
|
37K
$874K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.19K+ 2.08% |
$48.9K - $53.7K
|
108K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.15K+ 3.19% |
$48K - $52.7K
|
69.5K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 1.28% |
$45.9K - $50.3K
|
162K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.98KNew |
$44.3K - $48.5K
|
1.98K
$46.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.86K+ 6.27% |
$41.5K - $45.5K
|
31.5K
$744K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.66KNew |
$37.2K - $40.8K
|
1.66K
$39.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.66K+ 2.4% |
$37.1K - $40.7K
|
70.8K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.61K+ 0.83% |
$36K - $39.5K
|
195K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.58K+ 3.87% |
$35.3K - $38.7K
|
42.4K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.49K+ 12.7% |
$33.3K - $36.6K
|
13.2K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.38K+ 2.74% |
$30.9K - $33.9K
|
51.7K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.34K+ 1.86% |
$30K - $32.9K
|
73.4K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.24K+ 2.18% |
$27.7K - $30.4K
|
58K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.16KNew |
$25.9K - $28.5K
|
1.16K
$27.4K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.11K+ 0.29% |
$24.8K - $27.2K
|
389K
$9.2M
|