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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-94.1K- 35.02% |
$2.1M - $2.31M
|
175K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.58K+ 3.87% |
$35.3K - $38.7K
|
42.4K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
11.5K+ 2.75% |
$257K - $282K
|
429K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
252KNew |
$5.64M - $6.19M
|
252K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.16KNew |
$25.9K - $28.5K
|
1.16K
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71.8K+ 25.09% |
$1.61M - $1.76M
|
358K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
754New |
$16.9K - $18.5K
|
754
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
12.7K+ 9.19% |
$285K - $313K
|
151K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-7.19K- 3.21% |
$161K - $176K
|
217K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
49New |
$1.1K - $1.2K
|
49
$1.16K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.94K- 34.85% |
$155K - $170K
|
13K
$307K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208K+ 8.89% |
$4.65M - $5.1M
|
2.55M
$60.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
738+ 24.23% |
$16.5K - $18.1K
|
3.78K
$89.5K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 33.24% |
$103K - $113K
|
9.23K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
9.71K+ 79.7% |
$217K - $238K
|
21.9K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
962+ 1.47% |
$21.5K - $23.6K
|
66.6K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
2.34K+ 6.74% |
$52.2K - $57.3K
|
37K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.34K+ 1.86% |
$30K - $32.9K
|
73.4K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.54K- 0.89% |
$79K - $86.7K
|
392K
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.19K+ 2.08% |
$48.9K - $53.7K
|
108K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.7K+ 2.22% |
$239K - $262K
|
493K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
269K+ 130.46% |
$6.02M - $6.6M
|
476K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
17.2K+ 36.62% |
$385K - $422K
|
64.2K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.61K+ 0.83% |
$36K - $39.5K
|
195K
$4.62M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-207K- 99.78% |
$4.63M - $5.08M
|
464
$11K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
29.4K+ 12.9% |
$657K - $720K
|
257K
$6.09M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-62- 0.15% |
$1.39K - $1.52K
|
41.8K
$990K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-302K- 29.86% |
$6.76M - $7.41M
|
710K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
80KNew |
$1.79M - $1.96M
|
80K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.38K+ 2.74% |
$30.9K - $33.9K
|
51.7K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.15K- 12.51% |
$48.1K - $52.8K
|
15.1K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.84K- 0.93% |
$41.1K - $45.1K
|
197K
$4.66M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.48K- 3.7% |
$77.7K - $85.2K
|
90.5K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-669K- 98.71% |
$15M - $16.4M
|
8.73K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
231+ 0.4% |
$5.16K - $5.66K
|
58K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.31K+ 2.79% |
$186K - $204K
|
306K
$7.24M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
17.8K+ 14.45% |
$397K - $435K
|
141K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-7.25K- 6.83% |
$162K - $178K
|
98.8K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583New |
$13K - $14.3K
|
583
$13.8K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 1.19% |
$5.68K - $6.23K
|
21.1K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5.29K+ 24.86% |
$118K - $130K
|
26.6K
$629K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 9.04% |
$280K - $307K
|
151K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-250- 5.42% |
$5.59K - $6.13K
|
4.36K
$103K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.54K+ 4.82% |
$146K - $160K
|
142K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-3.11K- 13.56% |
$69.5K - $76.3K
|
19.8K
$469K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 3.11% |
$89.5K - $98.2K
|
125K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
16.5K+ 11.57% |
$369K - $405K
|
159K
$3.77M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
639New |
$14.3K - $15.7K
|
639
$15.1K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-384- 2.99% |
$8.58K - $9.42K
|
12.5K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 160.16% |
$2.54M - $2.78M
|
184K
$4.36M
|