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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.1% |
$44.7 - $49
|
1.98K
$46.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 12.06% |
$258K - $293K
|
106K
$2.5M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
17.7KNew |
$403K - $457K
|
17.7K
$420K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
280+ 129.63% |
$6.36K - $7.21K
|
496
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31New |
$704 - $799
|
31
$733
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
823New |
$18.7K - $21.2K
|
823
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21.3K+ 5.04% |
$484K - $549K
|
444K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12K+ 23.94% |
$116K - $132K
|
26.5K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
443+ 1.45% |
$10.1K - $11.4K
|
31K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 251.89% |
$496K - $562K
|
30.5K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
2.87KNew |
$65.1K - $73.9K
|
2.87K
$67.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.77K+ 10.02% |
$199K - $226K
|
96.3K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6.17K- 9.16% |
$140K - $159K
|
61.2K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.63K- 90.01% |
$128K - $145K
|
625
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
48KNew |
$1.09M - $1.24M
|
48K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
8.66KNew |
$197K - $223K
|
8.66K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-26.1K- 24.8% |
$592K - $672K
|
79.1K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-33.5K- 77.09% |
$762K - $864K
|
9.97K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.13KNew |
$117K - $132K
|
5.13K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.37KNew |
$31K - $35.2K
|
1.37K
$32.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
97New |
$2.2K - $2.5K
|
97
$2.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.14% |
$318 - $361
|
10.1K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.9KNew |
$293K - $333K
|
12.9K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.9KNew |
$839K - $951K
|
36.9K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
195KNew |
$4.43M - $5.02M
|
195K
$4.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.09K- 3.1% |
$47.4K - $53.8K
|
65.3K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$1.02K - $1.16K
|
45
$1.06K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
748KNew |
$17M - $19.3M
|
748K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
125+ 13.16% |
$2.84K - $3.22K
|
1.08K
$25.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
864+ 1.54% |
$19.6K - $22.3K
|
57K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.53K+ 29.83% |
$34.7K - $39.3K
|
6.65K
$157K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
298+ 4.35% |
$6.77K - $7.68K
|
7.15K
$169K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
39.8K+ 5.11% |
$904K - $1.03M
|
819K
$19.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
683New |
$15.5K - $17.6K
|
683
$16.2K
|
|
| Q3 2024 | |||||||
|
Jul 07, 2025
Q3 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-413- 0.95% |
$9.05K - $10.8K
|
42.9K
$1.02M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$65.7K - $78.1K
|
3K
$71K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 3.21% |
$351 - $416
|
483
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.8KNew |
$1.05M - $1.25M
|
47.8K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$548 - $651
|
25
$592
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.22KNew |
$26.7K - $31.7K
|
1.22K
$28.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1KNew |
$309K - $367K
|
14.1K
$334K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.12K+ 27.53% |
$112K - $133K
|
23.7K
$561K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-151- 42.06% |
$3.31K - $3.93K
|
208
$4.92K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7.69K- 42.71% |
$168K - $200K
|
10.3K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$482 - $573
|
22
$521
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$285 - $338
|
13
$308
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.6K+ 50.85% |
$1.83M - $2.18M
|
248K
$5.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4KNew |
$490K - $582K
|
22.4K
$529K
|
|