Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFAR)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.57K+ 2.79% |
$35.6K - $40.4K
|
57.8K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$1.02K - $1.16K
|
45
$1.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17.1K+ 18.59% |
$389K - $441K
|
109K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$24.7K - $27.9K
|
1.09K
$25.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23.5K+ 53.54% |
$534K - $605K
|
67.4K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.39K+ 24.1% |
$123K - $139K
|
27.8K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.7K+ 8.55% |
$243K - $275K
|
136K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
73.3KNew |
$1.66M - $1.89M
|
73.3K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.39K+ 3.02% |
$123K - $139K
|
184K
$4.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 2.22% |
$92.3K - $105K
|
187K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.5K+ 24.79% |
$125K - $142K
|
27.7K
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.27K+ 4.93% |
$51.5K - $58.3K
|
48.2K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.15K+ 11.96% |
$71.6K - $81.2K
|
29.5K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
748KNew |
$17M - $19.3M
|
748K
$17.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31K+ 17.64% |
$703K - $797K
|
206K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
221K+ 29.53% |
$5.03M - $5.7M
|
970K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
363+ 1.98% |
$8.25K - $9.35K
|
18.7K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.28K+ 8.33% |
$51.8K - $58.7K
|
29.6K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
65.6KNew |
$1.49M - $1.69M
|
65.6K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.35K- 2.91% |
$53.4K - $60.5K
|
78.5K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.57K+ 0.55% |
$149K - $169K
|
1.2M
$28.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-250K- 19.79% |
$5.68M - $6.43M
|
1.01M
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-429- 2.03% |
$9.75K - $11.1K
|
20.7K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8.82K+ 4.9% |
$200K - $227K
|
189K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.52K+ 3.95% |
$103K - $116K
|
119K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.41K+ 6.93% |
$77.5K - $87.9K
|
52.6K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
71.6K+ 2.43% |
$1.63M - $1.85M
|
3.02M
$70.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
160KNew |
$3.64M - $4.13M
|
160K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-121- 0.98% |
$2.75K - $3.12K
|
12.3K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.8K- 14.5% |
$86.4K - $98K
|
22.4K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-104K- 31.63% |
$2.35M - $2.67M
|
224K
$5.25M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 10.76% |
$45.4K - $51.5K
|
16.6K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
728+ 6.16% |
$16.5K - $18.8K
|
12.5K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
50.2KNew |
$1.14M - $1.29M
|
50.2K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.5K+ 3.44% |
$170K - $193K
|
225K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
314+ 2.1% |
$7.13K - $8.09K
|
15.3K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
125+ 13.16% |
$2.84K - $3.22K
|
1.08K
$25.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
3.86K+ 5.48% |
$87.7K - $99.5K
|
74.3K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.12K+ 0.69% |
$70.9K - $80.4K
|
454K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.48K+ 6.53% |
$79.1K - $89.7K
|
56.8K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.27K+ 12.11% |
$28.8K - $32.7K
|
11.8K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-32.4K- 5.63% |
$736K - $834K
|
543K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
864+ 1.54% |
$19.6K - $22.3K
|
57K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.55K+ 2.95% |
$126K - $143K
|
194K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.85K+ 9.6% |
$42K - $47.7K
|
21.1K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.53K+ 29.83% |
$34.7K - $39.3K
|
6.65K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.29K- 0.52% |
$29.2K - $33.1K
|
245K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.4KNew |
$281K - $318K
|
12.4K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.2K+ 15.58% |
$414K - $470K
|
135K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.1K- 26.18% |
$207K - $234K
|
25.6K
$601K
|