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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.17K+ 13.23% |
$87.5K - $99.7K
|
35.7K
$844K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 22.86% |
$22.3K - $25.4K
|
5.71K
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.17K+ 1.75% |
$24.5K - $27.9K
|
67.9K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 7.18% |
$299K - $341K
|
184K
$4.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.97K+ 8.95% |
$188K - $215K
|
109K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.94K+ 7.49% |
$167K - $190K
|
114K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.38K+ 4.89% |
$49.9K - $56.9K
|
51K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
20.5KNew |
$430K - $490K
|
20.5K
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 2.14% |
$174K - $198K
|
396K
$9.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.57% |
$126 - $144
|
1.06K
$25K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
33K+ 33.58% |
$692K - $789K
|
131K
$3.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.64K+ 13.21% |
$34.5K - $39.3K
|
14.1K
$333K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.51K- 1.9% |
$137K - $156K
|
337K
$7.96M
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3KNew |
$790K - $866K
|
35.3K
$836K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-412- 0.52% |
$9.21K - $10.1K
|
79.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
506+ 1.81% |
$11.3K - $12.4K
|
28.4K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-763- 0.32% |
$17.1K - $18.7K
|
239K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.45K- 57.3% |
$167K - $183K
|
5.55K
$131K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.27K- 9.95% |
$118K - $129K
|
47.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-460- 0.35% |
$10.3K - $11.3K
|
132K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
178K+ 47.87% |
$3.99M - $4.38M
|
551K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.4K+ 28.37% |
$814K - $893K
|
165K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
391+ 444.32% |
$8.74K - $9.59K
|
479
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-12.7K- 41.25% |
$284K - $311K
|
18.1K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7.06K+ 0.83% |
$158K - $173K
|
856K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.1K+ 3.04% |
$1.14M - $1.25M
|
1.73M
$41M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.77K- 10.8% |
$218K - $239K
|
80.6K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10KNew |
$224K - $245K
|
10K
$237K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.4KNew |
$321K - $352K
|
14.4K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
114K+ 183.41% |
$2.54M - $2.79M
|
176K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7K+ 5.84% |
$156K - $172K
|
127K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
40.9K+ 17.97% |
$913K - $1M
|
268K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.03% |
$89.4 - $98.1
|
12K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
678+ 2.05% |
$15.2K - $16.6K
|
33.7K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.74K- 21.14% |
$151K - $165K
|
25.1K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-644- 5.37% |
$14.4K - $15.8K
|
11.4K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
215+ 1.21% |
$4.81K - $5.27K
|
17.9K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.73K- 2.81% |
$38.7K - $42.4K
|
59.7K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.47K- 5.97% |
$122K - $134K
|
86.1K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.18K- 8.86% |
$205K - $225K
|
94.5K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
13.3K+ 26.94% |
$298K - $327K
|
62.8K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
420+ 3.5% |
$9.39K - $10.3K
|
12.4K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41K+ 7.11% |
$143K - $157K
|
96.5K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-2.25K- 3.82% |
$50.2K - $55.1K
|
56.5K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 29.84% |
$508K - $557K
|
98.8K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.24M+ 111.69% |
$27.6M - $30.3M
|
2.34M
$55.4M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$22.4 - $24.5
|
1
$23.7
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-797- 0.29% |
$17.8K - $19.5K
|
273K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 35.64% |
$38.2K - $41.9K
|
3.08K
$72.9K
|
|