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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.93K+ 16.27% |
$44.1K - $46.4K
|
13.8K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
10.5K+ 6.69% |
$240K - $252K
|
167K
$3.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.82K- 14.92% |
$41.7K - $43.8K
|
10.4K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.77KNew |
$201K - $211K
|
8.77K
$204K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
53.5K+ 10.43% |
$1.23M - $1.29M
|
567K
$13.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.37KNew |
$31.4K - $33K
|
1.37K
$31.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 18.08% |
$452K - $476K
|
129K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.77K+ 11.02% |
$155K - $163K
|
68.2K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.51K+ 5.98% |
$126K - $133K
|
97.6K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
33.3K+ 15.78% |
$763K - $803K
|
244K
$5.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
528K+ 50.09% |
$12.1M - $12.7M
|
1.58M
$36.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
17.6K+ 4.94% |
$403K - $424K
|
374K
$8.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-38.2K- 31.15% |
$874K - $920K
|
84.4K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.02% |
$68.7 - $72.3
|
12K
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.12K+ 1.06% |
$48.5K - $51K
|
202K
$4.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.52K+ 1.53% |
$34.9K - $36.7K
|
101K
$2.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.37K- 66.93% |
$146K - $153K
|
3.15K
$73.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
49.1K+ 5.67% |
$1.12M - $1.18M
|
914K
$21.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
653KNew |
$15M - $15.7M
|
653K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.55K- 20.66% |
$104K - $110K
|
17.5K
$407K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-367- 2.48% |
$8.4K - $8.84K
|
14.5K
$336K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-46- 0.23% |
$1.05K - $1.11K
|
20.3K
$473K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20.1K+ 10.28% |
$460K - $484K
|
215K
$5.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-20.9K- 12.53% |
$477K - $503K
|
146K
$3.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
767+ 0.16% |
$17.6K - $18.5K
|
486K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
125K+ 6.04% |
$2.87M - $3.02M
|
2.2M
$51.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 2.68% |
$121K - $128K
|
203K
$4.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.46K- 7.49% |
$102K - $107K
|
55.1K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-779- 0.19% |
$17.8K - $18.8K
|
402K
$9.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
68.9K+ 10.99% |
$1.58M - $1.66M
|
696K
$16.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
16.9K+ 3.77% |
$387K - $407K
|
465K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
70.6K+ 5.88% |
$1.62M - $1.7M
|
1.27M
$29.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.66K+ 1.63% |
$38K - $40K
|
103K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
10.8K+ 2.36% |
$248K - $261K
|
469K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
122+ 0.26% |
$2.79K - $2.94K
|
46.5K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
607+ 1.43% |
$13.9K - $14.6K
|
43K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.88K+ 8.35% |
$42.9K - $45.2K
|
24.3K
$566K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.9K- 15.09% |
$616K - $649K
|
151K
$3.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.5K- 14.87% |
$103K - $108K
|
25.8K
$600K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
952+ 5.32% |
$21.8K - $22.9K
|
18.8K
$439K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 22.56% |
$8.59K - $9.04K
|
1.29K
$30K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
6.65K+ 8.06% |
$152K - $160K
|
89.1K
$2.07M
|
|
|
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
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.23K- 18.66% |
$51.1K - $53.8K
|
9.73K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
10.7K+ 3.33% |
$245K - $258K
|
332K
$7.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
6.8K+ 2.68% |
$156K - $164K
|
261K
$6.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 8.11% |
$291K - $306K
|
169K
$3.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.25K- 24.9% |
$212K - $223K
|
27.9K
$650K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
21.1K+ 24.11% |
$483K - $508K
|
109K
$2.53M
|