Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
227K+ 48952.16% |
$4.77M - $5.44M
|
228K
$5.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
224KNew |
$4.69M - $5.35M
|
224K
$5.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
113K+ 22.08% |
$2.37M - $2.7M
|
624K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
112K+ 113.67% |
$2.36M - $2.69M
|
211K
$4.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
94.2K+ 174.13% |
$1.98M - $2.25M
|
148K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
73.3K+ 6.49% |
$1.54M - $1.75M
|
1.2M
$27.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
59.2K+ 2.94% |
$1.24M - $1.42M
|
2.07M
$47.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
57.2K+ 31.01% |
$1.2M - $1.37M
|
242K
$5.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
55.4K+ 6.76% |
$1.16M - $1.33M
|
874K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
49.9KNew |
$1.05M - $1.19M
|
49.9K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
46.8K+ 3.84% |
$983K - $1.12M
|
1.27M
$29.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
46.2KNew |
$969K - $1.11M
|
46.2K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
42.7K+ 13.63% |
$897K - $1.02M
|
356K
$8.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
33K+ 33.58% |
$692K - $789K
|
131K
$3.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
32.9K+ 10.65% |
$691K - $788K
|
342K
$7.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
25.4K+ 4.21% |
$532K - $607K
|
627K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
24.6K+ 9.55% |
$516K - $588K
|
282K
$6.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
23KNew |
$483K - $551K
|
23K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.7KNew |
$476K - $543K
|
22.7K
$524K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21.5K+ 14.23% |
$451K - $514K
|
172K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21.2K+ 3.92% |
$444K - $506K
|
561K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
20.5KNew |
$430K - $490K
|
20.5K
$473K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20K+ 11.39% |
$420K - $479K
|
196K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$382K - $436K
|
18.2K
$421K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
18.1K+ 8.76% |
$380K - $433K
|
225K
$5.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
17.3K+ 32.33% |
$362K - $413K
|
70.6K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.2K+ 13.31% |
$340K - $388K
|
138K
$3.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
15.8K+ 24.62% |
$332K - $379K
|
80.1K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
15K+ 10.07% |
$314K - $358K
|
163K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.8K+ 12.73% |
$310K - $353K
|
131K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
14.6K+ 18.57% |
$307K - $350K
|
93.5K
$2.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
14.3KNew |
$300K - $342K
|
14.3K
$330K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.1KNew |
$254K - $290K
|
12.1K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$248K - $283K
|
11.8K
$273K
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9.93K+ 2.22% |
$208K - $238K
|
458K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
9.76KNew |
$205K - $234K
|
9.76K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
9.08K+ 25.32% |
$191K - $217K
|
44.9K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.07KNew |
$190K - $217K
|
9.07K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.97K+ 8.95% |
$188K - $215K
|
109K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.8KNew |
$185K - $211K
|
8.8K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 2.14% |
$174K - $198K
|
396K
$9.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.94K+ 7.49% |
$167K - $190K
|
114K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.45K+ 9.31% |
$156K - $178K
|
87.4K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.94K+ 3.64% |
$146K - $166K
|
198K
$4.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
6.71K+ 4.43% |
$141K - $161K
|
158K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
6.36K+ 2.86% |
$133K - $152K
|
228K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.34K+ 11.49% |
$133K - $152K
|
61.5K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.02K+ 3.99% |
$126K - $144K
|
157K
$3.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.73K+ 5.97% |
$120K - $137K
|
102K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.54K+ 6.77% |
$116K - $133K
|
87.5K
$2.02M
|