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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-797- 0.29% |
$17.8K - $19.5K
|
273K
$6.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 5.64% |
$24.3K - $26.6K
|
18.2K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.13K- 71.44% |
$25.2K - $27.7K
|
451
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.33K- 1.7% |
$29.8K - $32.7K
|
77.2K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.35K- 0.33% |
$30.1K - $33.1K
|
402K
$9.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.38K- 6.16% |
$30.9K - $33.9K
|
21K
$497K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 8.44% |
$31.3K - $34.3K
|
15.2K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 35.64% |
$38.2K - $41.9K
|
3.08K
$72.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.73K- 2.81% |
$38.7K - $42.4K
|
59.7K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.84K- 0.93% |
$41.1K - $45.1K
|
197K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.15K- 12.51% |
$48.1K - $52.8K
|
15.1K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.22K- 8.03% |
$49.7K - $54.5K
|
25.5K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-2.25K- 3.82% |
$50.2K - $55.1K
|
56.5K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 20.14% |
$53.4K - $58.6K
|
9.48K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.7K- 11.75% |
$60.3K - $66.2K
|
20.3K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-3.11K- 13.56% |
$69.5K - $76.3K
|
19.8K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.12K- 25.92% |
$69.6K - $76.4K
|
8.9K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.48K- 3.7% |
$77.7K - $85.2K
|
90.5K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.54K- 0.89% |
$79K - $86.7K
|
392K
$9.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.66K- 19.68% |
$81.8K - $89.7K
|
14.9K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.93K- 1.95% |
$87.9K - $96.5K
|
198K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 3.11% |
$89.5K - $98.2K
|
125K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 33.24% |
$103K - $113K
|
9.23K
$218K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.27K- 9.95% |
$118K - $129K
|
47.7K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.47K- 5.97% |
$122K - $134K
|
86.1K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-6.44K- 1.42% |
$144K - $158K
|
448K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.74K- 21.14% |
$151K - $165K
|
25.1K
$594K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.94K- 34.85% |
$155K - $170K
|
13K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-7.19K- 3.21% |
$161K - $176K
|
217K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-7.25K- 6.83% |
$162K - $178K
|
98.8K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-7.39K- 28.81% |
$165K - $181K
|
18.3K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.45K- 57.3% |
$167K - $183K
|
5.55K
$131K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7.66K- 16.3% |
$171K - $188K
|
39.3K
$930K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-8.16K- 13.16% |
$182K - $200K
|
53.8K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.18K- 8.86% |
$205K - $225K
|
94.5K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.77K- 10.8% |
$218K - $239K
|
80.6K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.77K- 9.39% |
$218K - $240K
|
94.3K
$2.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12.4K- 53.7% |
$276K - $303K
|
10.7K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-12.7K- 41.25% |
$284K - $311K
|
18.1K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.4K- 6.57% |
$343K - $377K
|
219K
$5.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-25.1K- 11.12% |
$560K - $615K
|
200K
$4.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-25.9K- 7.12% |
$579K - $635K
|
338K
$7.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-31.4K- 42.9% |
$703K - $771K
|
41.8K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-45.9K- 14.14% |
$1.03M - $1.12M
|
278K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-69.8K- 31.58% |
$1.56M - $1.71M
|
151K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-75.6K- 13.91% |
$1.69M - $1.85M
|
468K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-94.1K- 35.02% |
$2.1M - $2.31M
|
175K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-207K- 99.78% |
$4.63M - $5.08M
|
464
$11K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-302K- 29.86% |
$6.76M - $7.41M
|
710K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-669K- 98.71% |
$15M - $16.4M
|
8.73K
$206K
|