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 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.48K+ 7.42% |
$55.4K - $60.8K
|
35.9K
$848K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 11.08% |
$24.1K - $26.5K
|
10.8K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.24K+ 2.18% |
$27.7K - $30.4K
|
58K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
51K+ 11.93% |
$1.14M - $1.25M
|
478K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.09K+ 9.48% |
$159K - $174K
|
81.9K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.13K- 71.44% |
$25.2K - $27.7K
|
451
$10.7K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
804+ 0.84% |
$18K - $19.7K
|
96K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.92K+ 1.55% |
$65.3K - $71.6K
|
192K
$4.54M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$156 - $172
|
7
$166
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22.2K+ 4.28% |
$495K - $543K
|
540K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.35K- 0.33% |
$30.1K - $33.1K
|
402K
$9.52M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.6K+ 3.58% |
$148K - $162K
|
191K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.01% |
$22.4 - $24.5
|
12.4K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-8.16K- 13.16% |
$182K - $200K
|
53.8K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.11K+ 0.29% |
$24.8K - $27.2K
|
389K
$9.21M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
38.6K+ 8.74% |
$862K - $946K
|
480K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.1KNew |
$1.21M - $1.33M
|
54.1K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.4K+ 6.61% |
$277K - $304K
|
200K
$4.72M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.33K- 1.7% |
$29.8K - $32.7K
|
77.2K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9KNew |
$311K - $342K
|
13.9K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-75- 0.2% |
$1.68K - $1.84K
|
36.8K
$870K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.66K+ 14.54% |
$171K - $188K
|
60.3K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.15K+ 3.19% |
$48K - $52.7K
|
69.5K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
42.7K+ 7.64% |
$955K - $1.05M
|
602K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-7.39K- 28.81% |
$165K - $181K
|
18.3K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.4K- 6.57% |
$343K - $377K
|
219K
$5.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-178- 0.86% |
$3.98K - $4.36K
|
20.5K
$484K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-45.9K- 14.14% |
$1.03M - $1.12M
|
278K
$6.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
125+ 1.1% |
$2.79K - $3.07K
|
11.5K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.7K+ 7.82% |
$508K - $557K
|
313K
$7.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 16.48% |
$476K - $522K
|
150K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 8.44% |
$31.3K - $34.3K
|
15.2K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-75.6K- 13.91% |
$1.69M - $1.85M
|
468K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-6.44K- 1.42% |
$144K - $158K
|
448K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
17+ 0.11% |
$380 - $417
|
15.3K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
168+ 0.14% |
$3.75K - $4.12K
|
119K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
598+ 5.25% |
$13.4K - $14.7K
|
12K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.59K+ 14.1% |
$125K - $137K
|
45.2K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
20.6K+ 11.06% |
$459K - $504K
|
206K
$4.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.97K+ 7.21% |
$66.4K - $72.8K
|
44.1K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 6.67% |
$278K - $305K
|
199K
$4.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-233- 0.42% |
$5.21K - $5.71K
|
54.7K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-117- 0.69% |
$2.61K - $2.87K
|
16.9K
$400K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-319- 2.85% |
$7.13K - $7.82K
|
10.9K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.66KNew |
$37.2K - $40.8K
|
1.66K
$39.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
940+ 1.19% |
$21K - $23K
|
80K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
141K+ 14.49% |
$3.14M - $3.45M
|
1.11M
$26.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
969+ 10.79% |
$21.7K - $23.8K
|
9.95K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-25.1K- 11.12% |
$560K - $615K
|
200K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.1K+ 7.26% |
$270K - $296K
|
179K
$4.22M
|