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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
13.2K+ 9.74% |
$295K - $323K
|
149K
$3.51M
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
12.7K+ 9.19% |
$285K - $313K
|
151K
$3.58M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 9.04% |
$280K - $307K
|
151K
$3.57M
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 6.67% |
$278K - $305K
|
199K
$4.71M
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12.4K+ 11.39% |
$278K - $305K
|
122K
$2.88M
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.4K+ 6.61% |
$277K - $304K
|
200K
$4.72M
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.1K+ 7.26% |
$270K - $296K
|
179K
$4.22M
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
11.5K+ 2.75% |
$257K - $282K
|
429K
$10.2M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.9K+ 36.83% |
$243K - $267K
|
40.4K
$956K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.7K+ 2.22% |
$239K - $262K
|
493K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10KNew |
$224K - $245K
|
10K
$237K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
9.71K+ 79.7% |
$217K - $238K
|
21.9K
$518K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.33KNew |
$208K - $229K
|
9.33K
$221K
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
8.93KNew |
$200K - $219K
|
8.93K
$211K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.66KNew |
$193K - $212K
|
8.66K
$205K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.31K+ 2.79% |
$186K - $204K
|
306K
$7.24M
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.66K+ 14.54% |
$171K - $188K
|
60.3K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.38K+ 14.7% |
$165K - $181K
|
57.6K
$1.36M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.09K+ 9.48% |
$159K - $174K
|
81.9K
$1.94M
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7.06K+ 0.83% |
$158K - $173K
|
856K
$20.3M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7K+ 5.84% |
$156K - $172K
|
127K
$3M
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.6K+ 3.58% |
$148K - $162K
|
191K
$4.51M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 20.91% |
$147K - $161K
|
38K
$900K
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.54K+ 4.82% |
$146K - $160K
|
142K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41K+ 7.11% |
$143K - $157K
|
96.5K
$2.28M
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
5.82K+ 4.99% |
$130K - $143K
|
123K
$2.9M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.59K+ 14.1% |
$125K - $137K
|
45.2K
$1.07M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5.29K+ 24.86% |
$118K - $130K
|
26.6K
$629K
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.17K+ 10.73% |
$116K - $127K
|
53.4K
$1.26M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.97KNew |
$111K - $122K
|
4.97K
$118K
|
|
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
|
Applied Capital LLC
|
BUY
|
- |
4.23K+ 5.69% |
$94.4K - $104K
|
78.5K
$1.86M
|
|
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 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.45K+ 1.41% |
$77.2K - $84.7K
|
249K
$5.88M
|
|
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 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.97K+ 7.21% |
$66.4K - $72.8K
|
44.1K
$1.04M
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.92K+ 1.55% |
$65.3K - $71.6K
|
192K
$4.54M
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.48K+ 7.42% |
$55.4K - $60.8K
|
35.9K
$848K
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.46K+ 8.86% |
$55K - $60.3K
|
30.2K
$715K
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
2.34K+ 6.74% |
$52.2K - $57.3K
|
37K
$875K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.19K+ 2.08% |
$48.9K - $53.7K
|
108K
$2.55M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.15K+ 3.19% |
$48K - $52.7K
|
69.5K
$1.64M
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 1.28% |
$45.9K - $50.3K
|
162K
$3.84M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.98KNew |
$44.3K - $48.5K
|
1.98K
$46.8K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.66KNew |
$37.2K - $40.8K
|
1.66K
$39.3K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.66K+ 2.4% |
$37.1K - $40.7K
|
70.8K
$1.67M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.61K+ 0.83% |
$36K - $39.5K
|
195K
$4.62M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.58K+ 3.87% |
$35.3K - $38.7K
|
42.4K
$1M
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.49K+ 12.7% |
$33.3K - $36.6K
|
13.2K
$313K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.38K+ 2.74% |
$30.9K - $33.9K
|
51.7K
$1.22M
|