Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFAR)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
33K+ 33.58% |
$692K - $789K
|
131K
$3.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
20.5KNew |
$430K - $490K
|
20.5K
$485K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.97K+ 8.95% |
$188K - $215K
|
109K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 2.14% |
$174K - $198K
|
396K
$9.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.94K+ 7.49% |
$167K - $190K
|
114K
$2.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.17K+ 13.23% |
$87.5K - $99.7K
|
35.7K
$844K
|
|
|
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 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 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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 22.86% |
$22.3K - $25.4K
|
5.71K
$135K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.57% |
$126 - $144
|
1.06K
$25K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.24M+ 111.69% |
$27.6M - $30.3M
|
2.34M
$55.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
269K+ 130.46% |
$6.02M - $6.6M
|
476K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
252KNew |
$5.64M - $6.19M
|
252K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208K+ 8.89% |
$4.65M - $5.1M
|
2.55M
$60.2M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
178K+ 47.87% |
$3.99M - $4.38M
|
551K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
159K+ 45.15% |
$3.55M - $3.9M
|
511K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
141K+ 14.49% |
$3.14M - $3.45M
|
1.11M
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
114K+ 183.41% |
$2.54M - $2.79M
|
176K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 160.16% |
$2.54M - $2.78M
|
184K
$4.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
110K+ 3.63% |
$2.45M - $2.69M
|
3.13M
$74.1M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
80KNew |
$1.79M - $1.96M
|
80K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71.8K+ 25.09% |
$1.61M - $1.76M
|
358K
$8.47M
|
|
|
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
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
61.4K+ 5.76% |
$1.37M - $1.51M
|
1.13M
$26.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
60.1K+ 24.12% |
$1.34M - $1.47M
|
309K
$7.31M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.1KNew |
$1.21M - $1.33M
|
54.1K
$1.28M
|
|
|
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 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
51K+ 11.93% |
$1.14M - $1.25M
|
478K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
42.7K+ 7.64% |
$955K - $1.05M
|
602K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
40.9K+ 17.97% |
$913K - $1M
|
268K
$6.35M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
38.6K+ 8.74% |
$862K - $946K
|
480K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.4K+ 28.37% |
$814K - $893K
|
165K
$3.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3KNew |
$790K - $866K
|
35.3K
$836K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
29.4K+ 12.9% |
$657K - $720K
|
257K
$6.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
26K+ 8.84% |
$580K - $636K
|
320K
$7.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.7K+ 7.82% |
$508K - $557K
|
313K
$7.42M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 29.84% |
$508K - $557K
|
98.8K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22.2K+ 4.28% |
$495K - $543K
|
540K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 16.48% |
$476K - $522K
|
150K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
20.6K+ 11.06% |
$459K - $504K
|
206K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
17.8K+ 14.45% |
$397K - $435K
|
141K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
17.2K+ 36.62% |
$385K - $422K
|
64.2K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
16.5K+ 11.57% |
$369K - $405K
|
159K
$3.77M
|
|
|
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 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
16.1K+ 1.34% |
$360K - $395K
|
1.22M
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.4KNew |
$321K - $352K
|
14.4K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9KNew |
$311K - $342K
|
13.9K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
13.3K+ 26.94% |
$298K - $327K
|
62.8K
$1.49M
|
|