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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
337K+ 204.19% |
$7.06M - $8.05M
|
501K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
227K+ 48952.16% |
$4.77M - $5.44M
|
228K
$5.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
224KNew |
$4.69M - $5.35M
|
224K
$5.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
186KNew |
$3.9M - $4.44M
|
186K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
147K+ 6.27% |
$3.09M - $3.52M
|
2.49M
$60M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139K+ 25.15% |
$2.91M - $3.32M
|
690K
$16.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
112K+ 113.67% |
$2.36M - $2.69M
|
211K
$5.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
94.2K+ 174.13% |
$1.98M - $2.25M
|
148K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.5K+ 91.55% |
$1.9M - $2.16M
|
189K
$4.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 28.62% |
$1.84M - $2.1M
|
394K
$9.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.2KNew |
$1.6M - $1.82M
|
76.2K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
73.3K+ 6.49% |
$1.54M - $1.75M
|
1.2M
$28.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
59.2K+ 2.94% |
$1.24M - $1.42M
|
2.07M
$49.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
57.2K+ 31.01% |
$1.2M - $1.37M
|
242K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
56.4K+ 3.25% |
$1.18M - $1.35M
|
1.79M
$43.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
55.4K+ 6.76% |
$1.16M - $1.33M
|
874K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
51.2K+ 26.68% |
$1.07M - $1.22M
|
243K
$5.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
49.9KNew |
$1.05M - $1.19M
|
49.9K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
46.8K+ 3.84% |
$983K - $1.12M
|
1.27M
$30.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
46.2KNew |
$969K - $1.11M
|
46.2K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
42.7K+ 13.63% |
$897K - $1.02M
|
356K
$8.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1KNew |
$884K - $1.01M
|
42.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
41.9K+ 15.61% |
$879K - $1M
|
310K
$7.47M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
37.7KNew |
$792K - $903K
|
37.7K
$909K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
35.2K+ 7.37% |
$740K - $843K
|
513K
$12.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
33K+ 33.58% |
$692K - $789K
|
131K
$3.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
32.9K+ 10.65% |
$691K - $788K
|
342K
$8.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
BUY
|
- |
31.6K+ 7.37% |
$664K - $757K
|
461K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
31.6K+ 22.49% |
$664K - $757K
|
172K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
27.8KNew |
$583K - $664K
|
27.8K
$669K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
25.4K+ 4.21% |
$532K - $607K
|
627K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
24.6K+ 9.55% |
$516K - $588K
|
282K
$6.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
23KNew |
$483K - $551K
|
23K
$554K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.7KNew |
$476K - $543K
|
22.7K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.5KNew |
$472K - $538K
|
22.5K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.5KNew |
$472K - $538K
|
22.5K
$542K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21.5K+ 14.23% |
$451K - $514K
|
172K
$4.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21.2K+ 3.92% |
$444K - $506K
|
561K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
20.5KNew |
$430K - $490K
|
20.5K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20K+ 11.39% |
$420K - $479K
|
196K
$4.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$382K - $436K
|
18.2K
$439K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
18.1K+ 8.76% |
$380K - $433K
|
225K
$5.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
17.3K+ 32.33% |
$362K - $413K
|
70.6K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 17.29% |
$350K - $399K
|
113K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
16.2K+ 13.31% |
$340K - $388K
|
138K
$3.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.8KNew |
$332K - $379K
|
15.8K
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
15.8K+ 24.62% |
$332K - $379K
|
80.1K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
15.2K+ 24.24% |
$320K - $364K
|
78K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
15K+ 10.07% |
$314K - $358K
|
163K
$3.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.8K+ 12.73% |
$310K - $353K
|
131K
$3.15M
|