Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFAR)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 7.18% |
$299K - $341K
|
184K
$4.35M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.51K- 1.9% |
$137K - $156K
|
337K
$7.96M
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-669K- 98.71% |
$15M - $16.4M
|
8.73K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-302K- 29.86% |
$6.76M - $7.41M
|
710K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-207K- 99.78% |
$4.63M - $5.08M
|
464
$11K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-94.1K- 35.02% |
$2.1M - $2.31M
|
175K
$4.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-75.6K- 13.91% |
$1.69M - $1.85M
|
468K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-69.8K- 31.58% |
$1.56M - $1.71M
|
151K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-45.9K- 14.14% |
$1.03M - $1.12M
|
278K
$6.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-31.4K- 42.9% |
$703K - $771K
|
41.8K
$990K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-25.9K- 7.12% |
$579K - $635K
|
338K
$7.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-25.1K- 11.12% |
$560K - $615K
|
200K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.4K- 6.57% |
$343K - $377K
|
219K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-12.7K- 41.25% |
$284K - $311K
|
18.1K
$428K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12.4K- 53.7% |
$276K - $303K
|
10.7K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.77K- 10.8% |
$218K - $239K
|
80.6K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.18K- 8.86% |
$205K - $225K
|
94.5K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-8.16K- 13.16% |
$182K - $200K
|
53.8K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7.66K- 16.3% |
$171K - $188K
|
39.3K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.45K- 57.3% |
$167K - $183K
|
5.55K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-7.39K- 28.81% |
$165K - $181K
|
18.3K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-7.25K- 6.83% |
$162K - $178K
|
98.8K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-7.19K- 3.21% |
$161K - $176K
|
217K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.94K- 34.85% |
$155K - $170K
|
13K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.74K- 21.14% |
$151K - $165K
|
25.1K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-6.44K- 1.42% |
$144K - $158K
|
448K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.47K- 5.97% |
$122K - $134K
|
86.1K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.27K- 9.95% |
$118K - $129K
|
47.7K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 33.24% |
$103K - $113K
|
9.23K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 3.11% |
$89.5K - $98.2K
|
125K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.66K- 19.68% |
$81.8K - $89.7K
|
14.9K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.54K- 0.89% |
$79K - $86.7K
|
392K
$9.28M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.48K- 3.7% |
$77.7K - $85.2K
|
90.5K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.12K- 25.92% |
$69.6K - $76.4K
|
8.9K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-3.11K- 13.56% |
$69.5K - $76.3K
|
19.8K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.7K- 11.75% |
$60.3K - $66.2K
|
20.3K
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 20.14% |
$53.4K - $58.6K
|
9.48K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-2.25K- 3.82% |
$50.2K - $55.1K
|
56.5K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.22K- 8.03% |
$49.7K - $54.5K
|
25.5K
$603K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.15K- 12.51% |
$48.1K - $52.8K
|
15.1K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.84K- 0.93% |
$41.1K - $45.1K
|
197K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.73K- 2.81% |
$38.7K - $42.4K
|
59.7K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 35.64% |
$38.2K - $41.9K
|
3.08K
$72.9K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 8.44% |
$31.3K - $34.3K
|
15.2K
$359K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.38K- 6.16% |
$30.9K - $33.9K
|
21K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.35K- 0.33% |
$30.1K - $33.1K
|
402K
$9.52M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.33K- 1.7% |
$29.8K - $32.7K
|
77.2K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.13K- 71.44% |
$25.2K - $27.7K
|
451
$10.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 5.64% |
$24.3K - $26.6K
|
18.2K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-797- 0.29% |
$17.8K - $19.5K
|
273K
$6.46M
|
|