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 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.66% |
$160 - $169
|
1.06K
$25.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1Closed |
$22.9 - $24.1
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-52- 0.37% |
$1.19K - $1.25K
|
14K
$333K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-122- 9.64% |
$2.79K - $2.94K
|
1.14K
$27.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 22.56% |
$8.59K - $9.04K
|
1.29K
$30.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-779- 0.19% |
$17.8K - $18.8K
|
402K
$9.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.27K- 2.57% |
$29K - $30.5K
|
48K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.83K- 12.26% |
$41.8K - $44K
|
13.1K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.23K- 18.66% |
$51.1K - $53.8K
|
9.73K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.09K- 8.2% |
$93.6K - $98.5K
|
45.8K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.46K- 7.49% |
$102K - $107K
|
55.1K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.5K- 14.87% |
$103K - $108K
|
25.8K
$613K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.83K- 8.89% |
$156K - $165K
|
70K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.78K- 4.77% |
$201K - $212K
|
175K
$4.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.25K- 24.9% |
$212K - $223K
|
27.9K
$664K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-10.2K- 41.48% |
$234K - $246K
|
14.4K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.9K- 15.09% |
$616K - $649K
|
151K
$3.6M
|