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 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
2.18K+ 0.68% |
$45.8K - $52.2K
|
322K
$7.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.96K+ 3.4% |
$41.2K - $46.9K
|
59.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.66KNew |
$34.9K - $39.8K
|
1.66K
$40K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.64K+ 13.21% |
$34.5K - $39.3K
|
14.1K
$339K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.51K+ 4.08% |
$31.7K - $36.1K
|
38.5K
$927K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.4K+ 6.64% |
$29.3K - $33.5K
|
22.4K
$541K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.39K+ 10.38% |
$29.2K - $33.2K
|
14.8K
$356K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.39K+ 3.77% |
$29.1K - $33.1K
|
38.2K
$920K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.26K+ 117.21% |
$26.4K - $30.2K
|
2.34K
$56.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 0.92% |
$25.5K - $29.1K
|
133K
$3.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.21K+ 3.18% |
$25.4K - $28.9K
|
39.2K
$945K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.17K+ 1.75% |
$24.5K - $27.9K
|
67.9K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.1K+ 94.57% |
$23K - $26.3K
|
2.26K
$54.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.09K+ 6.5% |
$22.9K - $26.1K
|
17.9K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 22.86% |
$22.3K - $25.4K
|
5.71K
$137K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
954+ 2.58% |
$20K - $22.8K
|
38K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
781+ 1.31% |
$16.4K - $18.7K
|
60.5K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
556+ 2.8% |
$11.7K - $13.3K
|
20.4K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
522+ 0.66% |
$11K - $12.5K
|
80K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
519+ 4.52% |
$10.9K - $12.4K
|
12K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
487New |
$10.2K - $11.7K
|
487
$11.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
417+ 0.17% |
$8.75K - $9.98K
|
253K
$6.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
362New |
$7.6K - $8.66K
|
362
$8.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
339+ 1.01% |
$7.12K - $8.11K
|
34K
$820K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
177+ 133.08% |
$3.72K - $4.24K
|
310
$7.47K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
153New |
$3.21K - $3.66K
|
153
$3.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
151+ 0.36% |
$3.17K - $3.61K
|
42.4K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94New |
$1.97K - $2.25K
|
94
$2.26K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
69+ 0.03% |
$1.45K - $1.65K
|
217K
$5.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
44+ 0.29% |
$924 - $1.05K
|
15.1K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 0.28% |
$777 - $885
|
13.3K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.61% |
$252 - $287
|
1.99K
$47.9K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.02% |
$231 - $263
|
47.7K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.57% |
$126 - $144
|
1.06K
$25.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4New |
$84 - $95.7
|
4
$96.4
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$21 - $23.9
|
1
$24.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
110K+ 3.63% |
$2.45M - $2.69M
|
3.13M
$75.4M
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
15.5K+ 30.28% |
$346K - $380K
|
66.6K
$1.61M
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.8K+ 23.84% |
$263K - $288K
|
61.1K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
9.71K+ 79.7% |
$217K - $238K
|
21.9K
$528K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.66KNew |
$193K - $212K
|
8.66K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.98KNew |
$44.3K - $48.5K
|
1.98K
$47.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.66KNew |
$37.2K - $40.8K
|
1.66K
$40.1K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.38K+ 2.74% |
$30.9K - $33.9K
|
51.7K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 97.24% |
$23.6K - $25.9K
|
2.14K
$51.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
969+ 10.79% |
$21.7K - $23.8K
|
9.95K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
754New |
$16.9K - $18.5K
|
754
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
738+ 24.23% |
$16.5K - $18.1K
|
3.78K
$91.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583New |
$13K - $14.3K
|
583
$14K
|
|