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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.11MNew |
$25.1M - $28.5M
|
1.11M
$26.8M
|
|
|
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
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
667K+ 6022.93% |
$15.1M - $17.2M
|
678K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
441KNew |
$10M - $11.4M
|
441K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
286KNew |
$6.5M - $7.37M
|
286K
$6.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
249KNew |
$5.66M - $6.41M
|
249K
$6.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
228KNew |
$5.18M - $5.87M
|
228K
$5.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
221K+ 29.53% |
$5.03M - $5.7M
|
970K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
208KNew |
$4.72M - $5.35M
|
208K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
206KNew |
$4.67M - $5.3M
|
206K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
195KNew |
$4.43M - $5.02M
|
195K
$4.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
160KNew |
$3.64M - $4.13M
|
160K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
142K+ 6.48% |
$3.23M - $3.66M
|
2.34M
$56.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
123KNew |
$2.79M - $3.16M
|
123K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
116K+ 930.85% |
$2.65M - $3M
|
129K
$3.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
106KNew |
$2.41M - $2.73M
|
106K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
87.4K+ 18.53% |
$1.99M - $2.25M
|
559K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
81.5K+ 27.99% |
$1.85M - $2.1M
|
373K
$9.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.9K+ 37761.19% |
$1.72M - $1.96M
|
76.1K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
73.3KNew |
$1.66M - $1.89M
|
73.3K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
71.6K+ 2.43% |
$1.63M - $1.85M
|
3.02M
$73.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
65.6KNew |
$1.49M - $1.69M
|
65.6K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
64.6K+ 156.26% |
$1.47M - $1.67M
|
106K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
59.2K+ 25.58% |
$1.35M - $1.53M
|
291K
$7.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
58.8KNew |
$1.33M - $1.51M
|
58.8K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
55.7K+ 180.04% |
$1.26M - $1.43M
|
86.6K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54.5K+ 3.35% |
$1.24M - $1.41M
|
1.68M
$40.7M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
51.4KNew |
$1.17M - $1.32M
|
51.4K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
50.2KNew |
$1.14M - $1.29M
|
50.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
49.5KNew |
$1.12M - $1.27M
|
49.5K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
48KNew |
$1.09M - $1.24M
|
48K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
47KNew |
$1.07M - $1.21M
|
47K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
45.4K+ 170.2% |
$1.03M - $1.17M
|
72.1K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
39.8K+ 5.11% |
$904K - $1.03M
|
819K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
39.6KNew |
$900K - $1.02M
|
39.6K
$959K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.9KNew |
$839K - $951K
|
36.9K
$894K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36K+ 103.39% |
$818K - $928K
|
70.9K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.4K+ 37.75% |
$804K - $912K
|
129K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
31.6K+ 7.99% |
$718K - $814K
|
427K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.4KNew |
$714K - $810K
|
31.4K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31K+ 17.64% |
$703K - $797K
|
206K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.5K+ 28.51% |
$647K - $734K
|
128K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
28K+ 24.39% |
$636K - $721K
|
143K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
27K+ 6.91% |
$613K - $695K
|
418K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 9.22% |
$571K - $648K
|
298K
$7.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.5K+ 66.45% |
$558K - $632K
|
61.5K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
24.3K+ 1.26% |
$553K - $627K
|
1.95M
$47.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23.5K+ 53.54% |
$534K - $605K
|
67.4K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.2K+ 14.12% |
$526K - $597K
|
187K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 251.89% |
$496K - $562K
|
30.5K
$738K
|