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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
15K+ 10.07% |
$314K - $358K
|
163K
$3.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.8K+ 12.73% |
$310K - $353K
|
131K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
14.6K+ 18.57% |
$307K - $350K
|
93.5K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
14.3KNew |
$300K - $342K
|
14.3K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.1KNew |
$254K - $290K
|
12.1K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$248K - $283K
|
11.8K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.6KNew |
$244K - $278K
|
11.6K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
11KNew |
$231K - $263K
|
11K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9K+ 3.06% |
$230K - $262K
|
369K
$8.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.4KNew |
$217K - $248K
|
10.4K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.96K+ 82.79% |
$209K - $238K
|
22K
$523K
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
9.93K+ 2.22% |
$208K - $238K
|
458K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
9.82K+ 2.52% |
$206K - $235K
|
399K
$9.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
9.76KNew |
$205K - $234K
|
9.76K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
9.08K+ 25.32% |
$191K - $217K
|
44.9K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.07KNew |
$190K - $217K
|
9.07K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.97K+ 8.95% |
$188K - $215K
|
109K
$2.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.8KNew |
$185K - $211K
|
8.8K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.76K+ 9.29% |
$184K - $210K
|
103K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
8.62K+ 1.01% |
$181K - $206K
|
865K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 2.14% |
$174K - $198K
|
396K
$9.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.94K+ 7.49% |
$167K - $190K
|
114K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.84K+ 19.4% |
$164K - $188K
|
48.2K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.45K+ 9.31% |
$156K - $178K
|
87.4K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.94K+ 3.64% |
$146K - $166K
|
198K
$4.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
6.71K+ 4.43% |
$141K - $161K
|
158K
$3.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
6.36K+ 2.86% |
$133K - $152K
|
228K
$5.43M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.34K+ 11.49% |
$133K - $152K
|
61.5K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.02K+ 3.99% |
$126K - $144K
|
157K
$3.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.73K+ 5.97% |
$120K - $137K
|
102K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.54K+ 6.77% |
$116K - $133K
|
87.5K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.41K+ 1.42% |
$114K - $130K
|
386K
$9.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.36K+ 9.24% |
$113K - $128K
|
63.4K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.25K+ 2.63% |
$110K - $126K
|
204K
$4.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.21K+ 8.65% |
$109K - $125K
|
65.5K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
5.19K+ 2.09% |
$109K - $124K
|
254K
$6.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.51K+ 48.38% |
$94.7K - $108K
|
13.8K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.47K+ 2.29% |
$93.8K - $107K
|
200K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
4.43K+ 0.92% |
$92.9K - $106K
|
484K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4.3KNew |
$90.2K - $103K
|
4.3K
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.18K+ 1.75% |
$87.8K - $100K
|
243K
$5.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.17K+ 13.23% |
$87.5K - $99.7K
|
35.7K
$848K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.08K+ 9.01% |
$85.5K - $97.5K
|
49.3K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.05K+ 2.85% |
$85K - $96.9K
|
146K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
3.95K+ 5.03% |
$82.9K - $94.5K
|
82.4K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.85K+ 14.5% |
$80.9K - $92.2K
|
30.4K
$724K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.7K+ 34.17% |
$77.6K - $88.5K
|
14.5K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3K+ 8.12% |
$62.9K - $71.7K
|
39.9K
$949K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 2.33% |
$61.2K - $69.8K
|
128K
$3.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.9K+ 43.62% |
$60.9K - $69.4K
|
9.55K
$227K
|