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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.06K- 4.8% |
$46.7K - $53K
|
40.8K
$988K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.34K+ 8.66% |
$75.9K - $86K
|
41.9K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
228KNew |
$5.18M - $5.87M
|
228K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.2K+ 9.21% |
$436K - $494K
|
227K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.22K- 4.46% |
$95.9K - $109K
|
90.4K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 25.19% |
$244K - $277K
|
31.9K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 0.39% |
$24.6K - $27.9K
|
274K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31New |
$704 - $799
|
31
$751
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 8.78% |
$289K - $328K
|
132K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
27K+ 6.91% |
$613K - $695K
|
418K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-33K- 51.74% |
$749K - $850K
|
30.8K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
88+ 0.74% |
$2K - $2.27K
|
12K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.9K- 74.36% |
$1.27M - $1.44M
|
19.3K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100- 53.19% |
$2.27K - $2.58K
|
88
$2.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21.3K+ 5.04% |
$484K - $549K
|
444K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.2K+ 170.72% |
$186K - $211K
|
13K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
49.5KNew |
$1.12M - $1.27M
|
49.5K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.2K+ 14.12% |
$526K - $597K
|
187K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.36K+ 9.46% |
$122K - $138K
|
62K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
443+ 1.45% |
$10.1K - $11.4K
|
31K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
823New |
$18.7K - $21.2K
|
823
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-19.1K- 7.39% |
$434K - $492K
|
240K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.5K+ 28.51% |
$647K - $734K
|
128K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 251.89% |
$496K - $562K
|
30.5K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.9KNew |
$43.2K - $48.9K
|
1.9K
$46K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12K+ 23.94% |
$116K - $132K
|
26.5K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
322+ 0.27% |
$7.32K - $8.29K
|
120K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
123KNew |
$2.79M - $3.16M
|
123K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
647+ 0.33% |
$14.7K - $16.7K
|
199K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.77K+ 10.02% |
$199K - $226K
|
96.3K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
21.3KNew |
$484K - $548K
|
21.3K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.34K- 3.67% |
$144K - $163K
|
166K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.71K- 1.63% |
$152K - $173K
|
404K
$9.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.99K+ 2.21% |
$68K - $77K
|
138K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-15.3K- 19.76% |
$347K - $393K
|
62K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.4K+ 110.25% |
$237K - $269K
|
19.9K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 2.29% |
$40.7K - $46.2K
|
79.9K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
2.87KNew |
$65.1K - $73.9K
|
2.87K
$69.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
11.7K+ 12.54% |
$267K - $303K
|
105K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-175- 1.44% |
$3.98K - $4.51K
|
12K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6.17K- 9.16% |
$140K - $159K
|
61.2K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54.3K- 62.22% |
$1.23M - $1.4M
|
33K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.33K+ 6.28% |
$121K - $137K
|
90.1K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
14.7K+ 1.77% |
$335K - $379K
|
849K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61K+ 5.19% |
$59.3K - $67.3K
|
52.9K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
31.6K+ 7.99% |
$718K - $814K
|
427K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39- 1.26% |
$886 - $1K
|
3.05K
$73.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.4KNew |
$714K - $810K
|
31.4K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-101- 0.88% |
$2.29K - $2.6K
|
11.4K
$276K
|