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 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-19.5K- 16.39% |
$410K - $467K
|
99.6K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-21.1K- 37.35% |
$443K - $505K
|
35.4K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.7K- 19.43% |
$517K - $590K
|
102K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-26.2K- 62.58% |
$550K - $627K
|
15.7K
$372K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-27.7K- 5.82% |
$581K - $662K
|
448K
$10.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.6K- 36.69% |
$663K - $756K
|
54.5K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-38.1K- 96.78% |
$799K - $911K
|
1.27K
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-39.5K- 14.18% |
$829K - $945K
|
239K
$5.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-52K- 29.77% |
$1.09M - $1.24M
|
123K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-56.6K- 5.09% |
$1.19M - $1.35M
|
1.05M
$25.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-57.3K- 60.66% |
$1.2M - $1.37M
|
37.2K
$884K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-57.9K- 53.84% |
$1.22M - $1.39M
|
49.7K
$1.18M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.9K- 73.65% |
$1.59M - $1.82M
|
27.2K
$646K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-101K- 14.19% |
$2.11M - $2.41M
|
609K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-115K- 52.68% |
$2.42M - $2.76M
|
103K
$2.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-214K- 54.53% |
$4.49M - $5.12M
|
178K
$4.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-301K- 64.42% |
$6.32M - $7.21M
|
166K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-406K- 15.94% |
$8.52M - $9.71M
|
2.14M
$50.9M
|