Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
70.6K+ 5.88% |
$1.62M - $1.7M
|
1.27M
$30.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
68.9K+ 10.99% |
$1.58M - $1.66M
|
696K
$16.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
55.9KNew |
$1.28M - $1.35M
|
55.9K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46.6K+ 5.32% |
$1.07M - $1.12M
|
921K
$21.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
22.7KNew |
$520K - $548K
|
22.7K
$541K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
21.6K+ 27.03% |
$496K - $522K
|
102K
$2.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
21.1K+ 24.11% |
$483K - $508K
|
109K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
18K+ 13.07% |
$413K - $434K
|
156K
$3.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.4K+ 4.4% |
$399K - $420K
|
413K
$9.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
17.1K+ 7.63% |
$390K - $411K
|
241K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
16.9K+ 3.77% |
$387K - $407K
|
465K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
15.4K+ 21.76% |
$352K - $370K
|
86K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.8K+ 10.5% |
$316K - $332K
|
145K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 8.11% |
$291K - $306K
|
169K
$4.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
11.6K+ 9.26% |
$266K - $280K
|
137K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
10.8K+ 2.36% |
$248K - $261K
|
469K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
10.7K+ 3.33% |
$245K - $258K
|
332K
$7.91M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.7K+ 3.17% |
$244K - $257K
|
347K
$8.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.6K+ 7.27% |
$244K - $256K
|
157K
$3.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.45K+ 68.28% |
$216K - $228K
|
23.3K
$554K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.8K+ 12.97% |
$201K - $212K
|
76.7K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
8.57K+ 13.08% |
$196K - $206K
|
74.1K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
6.8K+ 2.68% |
$156K - $164K
|
261K
$6.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
6.65K+ 8.06% |
$152K - $160K
|
89.1K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.93K+ 5.28% |
$113K - $119K
|
98.4K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.85K+ 12.76% |
$111K - $117K
|
42.8K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.79K+ 9.39% |
$110K - $115K
|
55.8K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.63K+ 4.06% |
$106K - $112K
|
119K
$2.82M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 9.65% |
$86.7K - $91.2K
|
43K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.8K+ 23.29% |
$64.1K - $67.4K
|
14.8K
$352K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.75K+ 20.72% |
$63K - $66.3K
|
16K
$381K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.02K+ 86.38% |
$46.2K - $48.6K
|
4.35K
$104K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.88K+ 8.35% |
$42.9K - $45.2K
|
24.3K
$579K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.66K+ 1.63% |
$38K - $40K
|
103K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.03K+ 0.66% |
$23.7K - $24.9K
|
158K
$3.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
952+ 5.32% |
$21.8K - $22.9K
|
18.8K
$448K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
825+ 2.14% |
$18.9K - $19.9K
|
39.3K
$935K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
607+ 1.43% |
$13.9K - $14.6K
|
43K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
572+ 0.99% |
$13.1K - $13.8K
|
58.6K
$1.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
544+ 5.7% |
$12.5K - $13.1K
|
10.1K
$240K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
544+ 5.57% |
$12.5K - $13.1K
|
10.3K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
473+ 1.59% |
$10.8K - $11.4K
|
30.2K
$719K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
372+ 1.04% |
$8.52K - $8.97K
|
36K
$857K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
315+ 5.52% |
$7.21K - $7.59K
|
6.02K
$143K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
122+ 0.26% |
$2.79K - $2.94K
|
46.5K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
110+ 0.6% |
$2.52K - $2.65K
|
18.3K
$436K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
46+ 0.29% |
$1.05K - $1.11K
|
15.8K
$376K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
45+ 0.21% |
$1.03K - $1.08K
|
21.1K
$503K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.6% |
$275 - $289
|
2K
$47.6K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8New |
$183 - $193
|
8
$190
|