Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.12K+ 1.06% |
$48.5K - $51K
|
202K
$4.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.02K+ 86.38% |
$46.2K - $48.6K
|
4.35K
$102K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.93K+ 16.27% |
$44.1K - $46.4K
|
13.8K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.88K+ 8.35% |
$42.9K - $45.2K
|
24.3K
$570K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.66K+ 1.63% |
$38K - $40K
|
103K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.52K+ 1.53% |
$34.9K - $36.7K
|
101K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.37KNew |
$31.4K - $33K
|
1.37K
$32.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.27K+ 1.97% |
$29.1K - $30.6K
|
65.8K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 1.41% |
$25.8K - $27.1K
|
81.2K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.12K+ 7.83% |
$25.6K - $27K
|
15.4K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.04KNew |
$23.8K - $25.1K
|
1.04K
$24.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.03K+ 0.66% |
$23.7K - $24.9K
|
158K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
990+ 0.6% |
$22.7K - $23.9K
|
167K
$3.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
952+ 5.32% |
$21.8K - $22.9K
|
18.8K
$441K
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
919+ 2.43% |
$21K - $22.1K
|
38.7K
$906K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
825+ 2.14% |
$18.9K - $19.9K
|
39.3K
$921K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
767+ 0.16% |
$17.6K - $18.5K
|
486K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
607+ 1.43% |
$13.9K - $14.6K
|
43K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
583New |
$13.4K - $14.1K
|
583
$13.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
581+ 1.18% |
$13.3K - $14K
|
49.9K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
572+ 0.99% |
$13.1K - $13.8K
|
58.6K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
550+ 40.26% |
$12.6K - $13.3K
|
1.92K
$44.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
544+ 5.7% |
$12.5K - $13.1K
|
10.1K
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
544+ 5.57% |
$12.5K - $13.1K
|
10.3K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
517+ 81.16% |
$11.8K - $12.5K
|
1.15K
$27K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
473+ 1.59% |
$10.8K - $11.4K
|
30.2K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
457+ 2.92% |
$10.5K - $11K
|
16.1K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
436+ 3.75% |
$9.98K - $10.5K
|
12.1K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
372+ 1.04% |
$8.52K - $8.97K
|
36K
$844K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
371+ 2.51% |
$8.5K - $8.94K
|
15.1K
$355K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
323+ 64.09% |
$7.4K - $7.78K
|
827
$19.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
315+ 7.33% |
$7.21K - $7.59K
|
4.61K
$108K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
315+ 5.52% |
$7.21K - $7.59K
|
6.02K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
271+ 0.34% |
$6.21K - $6.53K
|
80.8K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
232+ 1.98% |
$5.31K - $5.59K
|
12K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
224+ 1.42% |
$5.13K - $5.4K
|
16K
$376K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
122+ 0.26% |
$2.79K - $2.94K
|
46.5K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
110+ 0.6% |
$2.52K - $2.65K
|
18.3K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
71+ 0.15% |
$1.63K - $1.71K
|
48.3K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
46+ 0.29% |
$1.05K - $1.11K
|
15.8K
$370K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
45+ 0.21% |
$1.03K - $1.08K
|
21.1K
$495K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
34New |
$779 - $819
|
34
$797
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.09% |
$435 - $458
|
22K
$515K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.6% |
$275 - $289
|
2K
$46.9K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8New |
$183 - $193
|
8
$187
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.66% |
$160 - $169
|
1.06K
$24.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$91.6 - $96.4
|
39.9K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.02% |
$68.7 - $72.3
|
12K
$282K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 75.0% |
$68.7 - $72.3
|
7
$164
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1Closed |
$22.9 - $24.1
|
0
$0
|
|