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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-763- 0.32% |
$17.1K - $18.7K
|
239K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-644- 5.37% |
$14.4K - $15.8K
|
11.4K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-460- 0.35% |
$10.3K - $11.3K
|
132K
$3.12M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-412- 0.52% |
$9.21K - $10.1K
|
79.5K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-384- 2.99% |
$8.58K - $9.42K
|
12.5K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-349- 2.05% |
$7.8K - $8.56K
|
16.7K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-319- 2.85% |
$7.13K - $7.82K
|
10.9K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 1.19% |
$5.68K - $6.23K
|
21.1K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-250- 5.42% |
$5.59K - $6.13K
|
4.36K
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-233- 0.42% |
$5.21K - $5.71K
|
54.7K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-178- 0.86% |
$3.98K - $4.36K
|
20.5K
$484K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-117- 0.69% |
$2.61K - $2.87K
|
16.9K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-75- 0.2% |
$1.68K - $1.84K
|
36.8K
$870K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-62- 0.15% |
$1.39K - $1.52K
|
41.8K
$990K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-33.5K- 77.09% |
$762K - $864K
|
9.97K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-26.1K- 24.8% |
$592K - $672K
|
79.1K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6.17K- 9.16% |
$140K - $159K
|
61.2K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.63K- 90.01% |
$128K - $145K
|
625
$14.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.09K- 3.1% |
$47.4K - $53.8K
|
65.3K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.93M
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7.69K- 42.71% |
$168K - $200K
|
10.3K
$244K
|
|
|
Jul 07, 2025
Q3 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-413- 0.95% |
$9.05K - $10.8K
|
42.9K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-300- 1.66% |
$6.57K - $7.81K
|
17.7K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-151- 42.06% |
$3.31K - $3.93K
|
208
$4.92K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-66- 0.44% |
$1.45K - $1.72K
|
14.8K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 3.21% |
$351 - $416
|
483
$11.4K
|
|
| 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
$386K
|
|
|
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
$235K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-718- 99.03% |
$15.3K - $16.5K
|
7
$166
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-212K- 95.93% |
$3.92M - $4.9M
|
9K
$213K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10.4K- 96.73% |
$193K - $241K
|
353
$8.35K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.25K- 7.17% |
$81.8K - $94.9K
|
54.9K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-901- 4.62% |
$17.4K - $20.1K
|
18.6K
$440K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-32.8K- 14.46% |
$663K - $709K
|
194K
$4.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-12.5K- 47.44% |
$253K - $271K
|
13.9K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.56K- 47.07% |
$173K - $185K
|
9.63K
$228K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-524K- 99.86% |
$10.4M - $12.5M
|
726
$17.2K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-20KClosed |
$396K - $478K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.05K- 99.31% |
$80.2K - $96.8K
|
28
$662
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-233- 60.99% |
$4.62K - $5.57K
|
149
$3.53K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 39.75% |
$247K - $286K
|
19.2K
$455K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-81- 12.44% |
$1.58K - $1.82K
|
570
$13.5K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.02KClosed |
$123K - $156K
|
0
$0
|
|