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 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
506+ 1.81% |
$11.3K - $12.4K
|
28.4K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
391+ 444.32% |
$8.74K - $9.59K
|
479
$11.5K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
231+ 0.4% |
$5.16K - $5.66K
|
58K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
215+ 1.21% |
$4.81K - $5.27K
|
17.9K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
49New |
$1.1K - $1.2K
|
49
$1.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42+ 0.2% |
$939 - $1.03K
|
21.2K
$510K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$156 - $172
|
7
$169
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$22.4 - $24.5
|
1
$24.1
|
|
| 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
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
48KNew |
$1.09M - $1.24M
|
48K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 251.89% |
$496K - $562K
|
30.5K
$735K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
17.7KNew |
$403K - $457K
|
17.7K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.9KNew |
$293K - $333K
|
12.9K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
8.66KNew |
$197K - $223K
|
8.66K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.13KNew |
$117K - $132K
|
5.13K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12K+ 23.94% |
$116K - $132K
|
26.5K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
2.87KNew |
$65.1K - $73.9K
|
2.87K
$69.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.37KNew |
$31K - $35.2K
|
1.37K
$32.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
864+ 1.54% |
$19.6K - $22.3K
|
57K
$1.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
683New |
$15.5K - $17.6K
|
683
$16.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
298+ 4.35% |
$6.77K - $7.68K
|
7.15K
$172K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
280+ 129.63% |
$6.36K - $7.21K
|
496
$11.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
97New |
$2.2K - $2.5K
|
97
$2.34K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$1.02K - $1.16K
|
45
$1.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31New |
$704 - $799
|
31
$747
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.6K+ 50.85% |
$1.83M - $2.18M
|
248K
$5.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4KNew |
$490K - $582K
|
22.4K
$539K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1KNew |
$309K - $367K
|
14.1K
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
8.81KNew |
$193K - $229K
|
8.81K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.72KNew |
$191K - $227K
|
8.72K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.3KNew |
$182K - $216K
|
8.3K
$200K
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.96K+ 1.39% |
$131K - $155K
|
434K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.12K+ 27.53% |
$112K - $133K
|
23.7K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.93KNew |
$108K - $128K
|
4.93K
$119K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$65.7K - $78.1K
|
3K
$72.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.22KNew |
$26.7K - $31.7K
|
1.22K
$29.3K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
123+ 0.84% |
$2.69K - $3.2K
|
14.8K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$482 - $573
|
22
$530
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$285 - $338
|
13
$313
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26.7K+ 13.87% |
$545K - $594K
|
219K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
569+ 4.92% |
$11.6K - $12.6K
|
12.1K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
480+ 8.83% |
$9.8K - $10.7K
|
5.91K
$142K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
306New |
$6.25K - $6.8K
|
306
$7.37K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
278New |
$5.67K - $6.18K
|
278
$6.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 0.25% |
$327 - $356
|
6.47K
$156K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12New |
$245 - $267
|
12
$289
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
24KNew |
$511K - $551K
|
24K
$578K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
20.9K+ 7.77% |
$445K - $480K
|
290K
$6.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.7KNew |
$36.1K - $39K
|
1.7K
$40.9K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.47K+ 0.43% |
$31.2K - $33.6K
|
344K
$8.29M
|
|