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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 11.08% |
$24.1K - $26.5K
|
10.8K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 97.24% |
$23.6K - $25.9K
|
2.14K
$50.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.05KNew |
$23.5K - $25.8K
|
1.05K
$24.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
969+ 10.79% |
$21.7K - $23.8K
|
9.95K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
962+ 1.47% |
$21.5K - $23.6K
|
66.6K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
940+ 1.19% |
$21K - $23K
|
80K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
840+ 6.7% |
$18.8K - $20.6K
|
13.4K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
804+ 0.84% |
$18K - $19.7K
|
96K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
754New |
$16.9K - $18.5K
|
754
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
738+ 24.23% |
$16.5K - $18.1K
|
3.78K
$89.4K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
678+ 2.05% |
$15.2K - $16.6K
|
33.7K
$796K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
639New |
$14.3K - $15.7K
|
639
$15.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
598+ 5.25% |
$13.4K - $14.7K
|
12K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583New |
$13K - $14.3K
|
583
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
506+ 1.81% |
$11.3K - $12.4K
|
28.4K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
420+ 3.5% |
$9.39K - $10.3K
|
12.4K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
391+ 444.32% |
$8.74K - $9.59K
|
479
$11.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
261+ 2.72% |
$5.83K - $6.4K
|
9.85K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
231+ 0.4% |
$5.16K - $5.66K
|
58K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
215+ 1.21% |
$4.81K - $5.27K
|
17.9K
$423K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
168+ 0.14% |
$3.75K - $4.12K
|
119K
$2.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
134+ 0.44% |
$2.99K - $3.29K
|
30.3K
$716K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
130+ 0.35% |
$2.91K - $3.19K
|
37K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
125+ 1.1% |
$2.79K - $3.07K
|
11.5K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
49New |
$1.1K - $1.2K
|
49
$1.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42+ 0.2% |
$939 - $1.03K
|
21.2K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
17+ 0.11% |
$380 - $417
|
15.3K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.08% |
$335 - $368
|
18.7K
$442K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$156 - $172
|
7
$165
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.03% |
$89.4 - $98.1
|
12K
$284K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.1% |
$44.7 - $49
|
1.98K
$46.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$22.4 - $24.5
|
1
$23.6
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.01% |
$22.4 - $24.5
|
12.4K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 1.28% |
$1.34K - $1.47K
|
4.65K
$110K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-62- 0.15% |
$1.39K - $1.52K
|
41.8K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-75- 0.2% |
$1.68K - $1.84K
|
36.8K
$869K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-117- 0.69% |
$2.61K - $2.87K
|
16.9K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-178- 0.86% |
$3.98K - $4.36K
|
20.5K
$484K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-233- 0.42% |
$5.21K - $5.71K
|
54.7K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-250- 5.42% |
$5.59K - $6.13K
|
4.36K
$103K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 1.19% |
$5.68K - $6.23K
|
21.1K
$499K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-319- 2.85% |
$7.13K - $7.82K
|
10.9K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-349- 2.05% |
$7.8K - $8.56K
|
16.7K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-384- 2.99% |
$8.58K - $9.42K
|
12.5K
$294K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-412- 0.52% |
$9.21K - $10.1K
|
79.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-460- 0.35% |
$10.3K - $11.3K
|
132K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-644- 5.37% |
$14.4K - $15.8K
|
11.4K
$268K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-648- 1.31% |
$14.5K - $15.9K
|
48.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-763- 0.32% |
$17.1K - $18.7K
|
239K
$5.64M
|