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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
177+ 133.08% |
$3.72K - $4.24K
|
310
$7.18K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.6K- 36.69% |
$663K - $756K
|
54.5K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.33K- 95.93% |
$112K - $127K
|
226
$5.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 8.39% |
$54.6K - $62.2K
|
28.4K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139K+ 25.15% |
$2.91M - $3.32M
|
690K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.6KNew |
$244K - $278K
|
11.6K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.2KNew |
$1.6M - $1.82M
|
76.2K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
31.6K+ 22.49% |
$664K - $757K
|
172K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1KNew |
$884K - $1.01M
|
42.1K
$975K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-3.26K- 4.44% |
$68.4K - $78K
|
70.1K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-26.2K- 62.58% |
$550K - $627K
|
15.7K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.5KNew |
$472K - $538K
|
22.5K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 17.29% |
$350K - $399K
|
113K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.02% |
$231 - $263
|
47.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.66KNew |
$34.9K - $39.8K
|
1.66K
$38.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
41.9K+ 15.61% |
$879K - $1M
|
310K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 0.92% |
$25.5K - $29.1K
|
133K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
781+ 1.31% |
$16.4K - $18.7K
|
60.5K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
15.2K+ 24.24% |
$320K - $364K
|
78K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9K+ 3.06% |
$230K - $262K
|
369K
$8.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-39.5K- 14.18% |
$829K - $945K
|
239K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-17.6K- 64.71% |
$369K - $421K
|
9.6K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.96K+ 82.79% |
$209K - $238K
|
22K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.02K- 28.02% |
$84.5K - $96.3K
|
10.3K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
339+ 1.01% |
$7.12K - $8.11K
|
34K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13- 0.05% |
$273 - $311
|
25.1K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
56.4K+ 3.25% |
$1.18M - $1.35M
|
1.79M
$41.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.7K- 19.43% |
$517K - $590K
|
102K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
186KNew |
$3.9M - $4.44M
|
186K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
27.8KNew |
$583K - $664K
|
27.8K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-18K- 42.53% |
$378K - $431K
|
24.4K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.5KNew |
$472K - $538K
|
22.5K
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.5K+ 91.55% |
$1.9M - $2.16M
|
189K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
37.7KNew |
$792K - $903K
|
37.7K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.76K+ 9.29% |
$184K - $210K
|
103K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.1K- 1.87% |
$107K - $122K
|
268K
$6.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 79.33% |
$51.3K - $58.5K
|
637
$14.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
51.2K+ 26.68% |
$1.07M - $1.22M
|
243K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-8.56K- 2.53% |
$180K - $205K
|
329K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
4.43K+ 0.92% |
$92.9K - $106K
|
484K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
522+ 0.66% |
$11K - $12.5K
|
80K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.4KNew |
$217K - $248K
|
10.4K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-4.45K- 2.26% |
$93.5K - $107K
|
192K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
9.82K+ 2.52% |
$206K - $235K
|
399K
$9.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-756- 1.16% |
$15.9K - $18.1K
|
64.5K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
BUY
|
- |
31.6K+ 7.37% |
$664K - $757K
|
461K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
35.2K+ 7.37% |
$740K - $843K
|
513K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-4.37K- 8.11% |
$91.7K - $105K
|
49.5K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
8.62K+ 1.01% |
$181K - $206K
|
865K
$20M
|