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 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-2.51K- 13.9% |
$52.7K - $60.1K
|
15.6K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 79.33% |
$51.3K - $58.5K
|
637
$15.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.49K- 10.72% |
$31.4K - $35.8K
|
12.4K
$300K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.18K- 23.74% |
$24.8K - $28.2K
|
3.79K
$91.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.17K- 6.89% |
$24.5K - $27.9K
|
15.8K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.15K- 10.78% |
$24.1K - $27.5K
|
9.51K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-756- 1.16% |
$15.9K - $18.1K
|
64.5K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-725- 6.39% |
$15.2K - $17.3K
|
10.6K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-507- 1.44% |
$10.6K - $12.1K
|
34.8K
$839K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-486- 3.18% |
$10.2K - $11.6K
|
14.8K
$357K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-477- 1.58% |
$10K - $11.4K
|
29.7K
$717K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-388- 3.57% |
$8.14K - $9.28K
|
10.5K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-350- 0.45% |
$7.35K - $8.38K
|
76.8K
$1.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-336- 2.72% |
$7.05K - $8.04K
|
12K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-300- 1.98% |
$6.3K - $7.18K
|
14.9K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-258- 2.15% |
$5.42K - $6.17K
|
11.7K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-224- 2.27% |
$4.7K - $5.36K
|
9.63K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-215- 2.41% |
$4.51K - $5.14K
|
8.71K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-150- 0.83% |
$3.15K - $3.59K
|
18K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-135- 0.17% |
$2.83K - $3.23K
|
80.5K
$1.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-135- 21.13% |
$2.83K - $3.23K
|
504
$12.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-117- 0.57% |
$2.46K - $2.8K
|
20.4K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-105- 12.76% |
$2.2K - $2.51K
|
718
$17.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-43- 0.01% |
$903 - $1.03K
|
402K
$9.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-43- 0.14% |
$903 - $1.03K
|
30.3K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13- 0.05% |
$273 - $311
|
25.1K
$606K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-669K- 98.71% |
$15M - $16.4M
|
8.73K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.94K- 34.85% |
$155K - $170K
|
13K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 33.24% |
$103K - $113K
|
9.23K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.12K- 25.92% |
$69.6K - $76.4K
|
8.9K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 20.14% |
$53.4K - $58.6K
|
9.48K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.13K- 71.44% |
$25.2K - $27.7K
|
451
$10.9K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-384- 2.99% |
$8.58K - $9.42K
|
12.5K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 1.19% |
$5.68K - $6.23K
|
21.1K
$508K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-250- 5.42% |
$5.59K - $6.13K
|
4.36K
$105K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-272K- 43.57% |
$6.17M - $7M
|
352K
$8.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-33.5K- 77.09% |
$762K - $864K
|
9.97K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-26.1K- 24.8% |
$592K - $672K
|
79.1K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.63K- 90.01% |
$128K - $145K
|
625
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$210K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.86K- 13.41% |
$42.3K - $47.9K
|
12K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.97M
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7.69K- 42.71% |
$168K - $200K
|
10.3K
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-300- 1.66% |
$6.57K - $7.81K
|
17.7K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-151- 42.06% |
$3.31K - $3.93K
|
208
$5.01K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-66- 0.44% |
$1.45K - $1.72K
|
14.8K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 3.21% |
$351 - $416
|
483
$11.6K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-80.6K- 83.15% |
$1.64M - $1.79M
|
16.3K
$393K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.61KClosed |
$114K - $125K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.67K- 14.45% |
$34.2K - $37.2K
|
9.91K
$239K
|
|