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 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-215- 2.41% |
$4.51K - $5.14K
|
8.71K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-224- 2.27% |
$4.7K - $5.36K
|
9.63K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-258- 2.15% |
$5.42K - $6.17K
|
11.7K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-300- 1.98% |
$6.3K - $7.18K
|
14.9K
$354K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-336- 2.72% |
$7.05K - $8.04K
|
12K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-350- 0.45% |
$7.35K - $8.38K
|
76.8K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-388- 3.57% |
$8.14K - $9.28K
|
10.5K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-477- 1.58% |
$10K - $11.4K
|
29.7K
$708K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-486- 3.18% |
$10.2K - $11.6K
|
14.8K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-507- 1.44% |
$10.6K - $12.1K
|
34.8K
$828K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-725- 6.39% |
$15.2K - $17.3K
|
10.6K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-756- 1.16% |
$15.9K - $18.1K
|
64.5K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.15K- 10.78% |
$24.1K - $27.5K
|
9.51K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.17K- 6.89% |
$24.5K - $27.9K
|
15.8K
$375K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.18K- 23.74% |
$24.8K - $28.2K
|
3.79K
$90.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.49K- 10.72% |
$31.4K - $35.8K
|
12.4K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 79.33% |
$51.3K - $58.5K
|
637
$15.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-2.51K- 13.9% |
$52.7K - $60.1K
|
15.6K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.6K- 1.63% |
$54.6K - $62.2K
|
157K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 8.39% |
$54.6K - $62.2K
|
28.4K
$675K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.73K- 13.47% |
$57.3K - $65.3K
|
17.5K
$417K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.74K- 18.34% |
$57.5K - $65.5K
|
12.2K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-3.26K- 4.44% |
$68.4K - $78K
|
70.1K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.45K- 13.54% |
$72.4K - $82.5K
|
22K
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.54K- 5.09% |
$74.3K - $84.7K
|
66K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.02K- 28.02% |
$84.5K - $96.3K
|
10.3K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.2K- 4.36% |
$88.2K - $101K
|
92.1K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-4.37K- 8.11% |
$91.7K - $105K
|
49.5K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-4.45K- 2.26% |
$93.5K - $107K
|
192K
$4.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.47K- 4.94% |
$93.8K - $107K
|
86K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.1K- 1.87% |
$107K - $122K
|
268K
$6.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.21K- 2.6% |
$109K - $125K
|
195K
$4.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.33K- 95.93% |
$112K - $127K
|
226
$5.38K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-5.38K- 32.23% |
$113K - $129K
|
11.3K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 3.54% |
$121K - $138K
|
157K
$3.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.51K- 1.9% |
$137K - $156K
|
337K
$8.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-6.74K- 36.04% |
$142K - $161K
|
12K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.94K- 38.0% |
$146K - $166K
|
11.3K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.82K- 1.59% |
$164K - $187K
|
485K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-8.41K- 12.63% |
$176K - $201K
|
58.2K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-8.56K- 2.53% |
$180K - $205K
|
329K
$7.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8.87K- 11.09% |
$186K - $212K
|
71.1K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-11.9K- 19.37% |
$249K - $284K
|
49.3K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12.6K- 7.06% |
$265K - $302K
|
166K
$3.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12.7K- 17.97% |
$267K - $304K
|
58.1K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-14K- 25.59% |
$294K - $335K
|
40.7K
$969K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 7.18% |
$299K - $341K
|
184K
$4.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.2K- 10.74% |
$339K - $387K
|
134K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-17.2K- 41.21% |
$362K - $413K
|
24.6K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-18K- 42.53% |
$378K - $431K
|
24.4K
$579K
|