Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 37,967 shares of DFAR stock, worth $877,417. This represents 0.04% of its overall portfolio holdings.

Number of Shares

37,967

Previous 37,013 2.58%

Holding current value

$877,417

Previous $879,000 1.25%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$20.99 - $23.93 $20,024 - $22,829	954 Added 2.58%	37,967 $890,000
Q1 2025 Apr 17, 2025	BUY	$22.35 - $24.52 $2,905 - $3,187	130 Added 0.35%	37,013 $879,000
Q4 2024 Feb 07, 2025	BUY	$22.72 - $25.76 $13,859 - $15,713	610 Added 1.68%	36,883 $858,000
Q3 2024 Oct 04, 2024	SELL	$21.91 - $26.03 $671,607 - $797,897	-30,653 Reduced 45.8%	36,273 $930,000
Q2 2024 Aug 13, 2024	SELL	$20.41 - $22.23 $8,490 - $9,247	-416 Reduced 0.62%	66,926 $1.48 Million
Q1 2024 May 03, 2024	BUY	$21.28 - $22.96 $141,214 - $152,362	6,636 Added 10.93%	67,342 $1.51 Million
Q4 2023 Jan 24, 2024	BUY	$18.45 - $23.08 $43,929 - $54,953	2,381 Added 4.08%	60,706 $1.38 Million
Q3 2023 Nov 08, 2023	BUY	$19.26 - $22.35 $98,919 - $114,789	5,136 Added 9.66%	58,325 $1.14 Million
Q2 2023 Aug 14, 2023	BUY	$20.22 - $21.63 $10,837 - $11,593	536 Added 1.02%	53,189 $1.14 Million
Q1 2023 May 12, 2023	BUY	$19.83 - $23.92 $174,147 - $210,065	8,782 Added 20.02%	52,653 $1.13 Million
Q4 2022 Feb 09, 2023	BUY	$19.45 - $22.52 $460,167 - $532,800	23,659 Added 117.05%	43,871 $928,000
Q3 2022 Nov 15, 2022	BUY	$20.34 - $25.89 $411,112 - $523,288	20,212 New	20,212 $416,000

Others Institutions Holding DFAR

# of Institutions

271

Shares Held

42.7M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History