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 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
16.1K+ 1.34% |
$360K - $395K
|
1.22M
$28.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
60.1K+ 24.12% |
$1.34M - $1.47M
|
309K
$7.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.45K+ 1.41% |
$77.2K - $84.7K
|
249K
$5.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.7K- 11.75% |
$60.3K - $66.2K
|
20.3K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
159K+ 45.15% |
$3.55M - $3.9M
|
511K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
26K+ 8.84% |
$580K - $636K
|
320K
$7.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.22K- 8.03% |
$49.7K - $54.5K
|
25.5K
$603K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
64.2K+ 3.29% |
$1.43M - $1.57M
|
2.01M
$47.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.08% |
$335 - $368
|
18.7K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.97KNew |
$111K - $122K
|
4.97K
$118K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.38K+ 14.7% |
$165K - $181K
|
57.6K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 1.28% |
$45.9K - $50.3K
|
162K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-349- 2.05% |
$7.8K - $8.56K
|
16.7K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 20.91% |
$147K - $161K
|
38K
$900K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.53K+ 36.93% |
$101K - $111K
|
16.8K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.9K+ 36.83% |
$243K - $267K
|
40.4K
$956K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
4.23K+ 5.69% |
$94.4K - $104K
|
78.5K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
61.4K+ 5.76% |
$1.37M - $1.51M
|
1.13M
$26.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
13.2K+ 9.74% |
$295K - $323K
|
149K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 5.64% |
$24.3K - $26.6K
|
18.2K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.68K+ 7.16% |
$82.3K - $90.3K
|
55.1K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
261+ 2.72% |
$5.83K - $6.4K
|
9.85K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 97.24% |
$23.6K - $25.9K
|
2.14K
$50.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.66KNew |
$193K - $212K
|
8.66K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.25K+ 4.3% |
$72.6K - $79.6K
|
78.8K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.49K+ 12.7% |
$33.3K - $36.6K
|
13.2K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
840+ 6.7% |
$18.8K - $20.6K
|
13.4K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42+ 0.2% |
$939 - $1.03K
|
21.2K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-69.8K- 31.58% |
$1.56M - $1.71M
|
151K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.66K- 19.68% |
$81.8K - $89.7K
|
14.9K
$353K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.38K- 6.16% |
$30.9K - $33.9K
|
21K
$498K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12.4K- 53.7% |
$276K - $303K
|
10.7K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
110K+ 3.63% |
$2.45M - $2.69M
|
3.13M
$74.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
130+ 0.35% |
$2.91K - $3.19K
|
37K
$876K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
8.93KNew |
$200K - $219K
|
8.93K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12.4K+ 11.39% |
$278K - $305K
|
122K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.46K+ 8.86% |
$55K - $60.3K
|
30.2K
$715K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-31.4K- 42.9% |
$703K - $771K
|
41.8K
$990K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7.66K- 16.3% |
$171K - $188K
|
39.3K
$931K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
5.82K+ 4.99% |
$130K - $143K
|
123K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.98KNew |
$44.3K - $48.5K
|
1.98K
$46.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.33KNew |
$208K - $229K
|
9.33K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.17K+ 10.73% |
$116K - $127K
|
53.4K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.12K- 25.92% |
$69.6K - $76.4K
|
8.9K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
16.4K+ 7.95% |
$366K - $401K
|
222K
$5.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.3K+ 16.33% |
$364K - $399K
|
116K
$2.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.66K+ 2.4% |
$37.1K - $40.7K
|
70.8K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
134+ 0.44% |
$2.99K - $3.29K
|
30.3K
$717K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 20.14% |
$53.4K - $58.6K
|
9.48K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-25.9K- 7.12% |
$579K - $635K
|
338K
$7.99M
|