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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.3K+ 16.33% |
$364K - $399K
|
116K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 20.14% |
$53.4K - $58.6K
|
9.48K
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.6K+ 13.45% |
$260K - $285K
|
98.2K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
134+ 0.44% |
$2.99K - $3.29K
|
30.3K
$713K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.66K+ 2.4% |
$37.1K - $40.7K
|
70.8K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-25.9K- 7.12% |
$579K - $635K
|
338K
$7.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.05KNew |
$23.5K - $25.8K
|
1.05K
$24.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-648- 1.31% |
$14.5K - $15.9K
|
48.7K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.1% |
$44.7 - $49
|
1.98K
$46.5K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
280+ 129.63% |
$6.36K - $7.21K
|
496
$11.7K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53- 0.06% |
$1.2K - $1.37K
|
86.2K
$2.03M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
22.9KNew |
$521K - $591K
|
22.9K
$539K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
50.4KNew |
$1.14M - $1.3M
|
50.4K
$1.18M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
117KNew |
$2.65M - $3.01M
|
117K
$2.74M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
139KNew |
$3.15M - $3.57M
|
139K
$3.26M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.06K- 4.8% |
$46.7K - $53K
|
40.8K
$959K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.34K+ 8.66% |
$75.9K - $86K
|
41.9K
$985K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
228KNew |
$5.18M - $5.87M
|
228K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.22K- 4.46% |
$95.9K - $109K
|
90.4K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 25.19% |
$244K - $277K
|
31.9K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 0.39% |
$24.6K - $27.9K
|
274K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.2K+ 9.21% |
$436K - $494K
|
227K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31New |
$704 - $799
|
31
$729
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.7K- 8.78% |
$289K - $328K
|
132K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
27K+ 6.91% |
$613K - $695K
|
418K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
88+ 0.74% |
$2K - $2.27K
|
12K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.9K- 74.36% |
$1.27M - $1.44M
|
19.3K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100- 53.19% |
$2.27K - $2.58K
|
88
$2.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21.3K+ 5.04% |
$484K - $549K
|
444K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.2K+ 170.72% |
$186K - $211K
|
13K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
322+ 0.27% |
$7.32K - $8.29K
|
120K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-33K- 51.74% |
$749K - $850K
|
30.8K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
49.5KNew |
$1.12M - $1.27M
|
49.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.2K+ 14.12% |
$526K - $597K
|
187K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.36K+ 9.46% |
$122K - $138K
|
62K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
443+ 1.45% |
$10.1K - $11.4K
|
31K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
823New |
$18.7K - $21.2K
|
823
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-19.1K- 7.39% |
$434K - $492K
|
240K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12K+ 23.94% |
$116K - $132K
|
26.5K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.9KNew |
$43.2K - $48.9K
|
1.9K
$44.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 251.89% |
$496K - $562K
|
30.5K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.5K+ 28.51% |
$647K - $734K
|
128K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
31.6K+ 7.99% |
$718K - $814K
|
427K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
123KNew |
$2.79M - $3.16M
|
123K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
647+ 0.33% |
$14.7K - $16.7K
|
199K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.77K+ 10.02% |
$199K - $226K
|
96.3K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
21.3KNew |
$484K - $548K
|
21.3K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.34K- 3.67% |
$144K - $163K
|
166K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.71K- 1.63% |
$152K - $173K
|
404K
$9.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.99K+ 2.21% |
$68K - $77K
|
138K
$3.26M
|
|