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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.34K+ 1.86% |
$30K - $32.9K
|
73.4K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.24K+ 2.18% |
$27.7K - $30.4K
|
58K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.16KNew |
$25.9K - $28.5K
|
1.16K
$27.5K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.11K+ 0.29% |
$24.8K - $27.2K
|
389K
$9.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 11.08% |
$24.1K - $26.5K
|
10.8K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 97.24% |
$23.6K - $25.9K
|
2.14K
$50.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
969+ 10.79% |
$21.7K - $23.8K
|
9.95K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
962+ 1.47% |
$21.5K - $23.6K
|
66.6K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
940+ 1.19% |
$21K - $23K
|
80K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
840+ 6.7% |
$18.8K - $20.6K
|
13.4K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
804+ 0.84% |
$18K - $19.7K
|
96K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
754New |
$16.9K - $18.5K
|
754
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
738+ 24.23% |
$16.5K - $18.1K
|
3.78K
$89.5K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
678+ 2.05% |
$15.2K - $16.6K
|
33.7K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
639New |
$14.3K - $15.7K
|
639
$15.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
598+ 5.25% |
$13.4K - $14.7K
|
12K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583New |
$13K - $14.3K
|
583
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
506+ 1.81% |
$11.3K - $12.4K
|
28.4K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
420+ 3.5% |
$9.39K - $10.3K
|
12.4K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
391+ 444.32% |
$8.74K - $9.59K
|
479
$11.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
261+ 2.72% |
$5.83K - $6.4K
|
9.85K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
231+ 0.4% |
$5.16K - $5.66K
|
58K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
215+ 1.21% |
$4.81K - $5.27K
|
17.9K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
168+ 0.14% |
$3.75K - $4.12K
|
119K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
134+ 0.44% |
$2.99K - $3.29K
|
30.3K
$717K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
130+ 0.35% |
$2.91K - $3.19K
|
37K
$876K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
125+ 1.1% |
$2.79K - $3.07K
|
11.5K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
49New |
$1.1K - $1.2K
|
49
$1.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42+ 0.2% |
$939 - $1.03K
|
21.2K
$501K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
17+ 0.11% |
$380 - $417
|
15.3K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.08% |
$335 - $368
|
18.7K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$156 - $172
|
7
$166
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.03% |
$89.4 - $98.1
|
12K
$284K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.1% |
$44.7 - $49
|
1.98K
$46.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$22.4 - $24.5
|
1
$23.7
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.01% |
$22.4 - $24.5
|
12.4K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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
$17.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
195KNew |
$4.43M - $5.02M
|
195K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
48KNew |
$1.09M - $1.24M
|
48K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
39.8K+ 5.11% |
$904K - $1.03M
|
819K
$19.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.9KNew |
$839K - $951K
|
36.9K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 251.89% |
$496K - $562K
|
30.5K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21.3K+ 5.04% |
$484K - $549K
|
444K
$10.5M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
17.7KNew |
$403K - $457K
|
17.7K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.9KNew |
$293K - $333K
|
12.9K
$305K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 12.06% |
$258K - $293K
|
106K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.77K+ 10.02% |
$199K - $226K
|
96.3K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
8.66KNew |
$197K - $223K
|
8.66K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.13KNew |
$117K - $132K
|
5.13K
$121K
|
|