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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.44% |
$22.9 - $24.1
|
225
$5.27K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6- 1.66% |
$137 - $145
|
356
$8.34K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-21- 0.09% |
$481 - $506
|
24.3K
$570K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-46- 0.23% |
$1.05K - $1.11K
|
20.3K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-52- 0.37% |
$1.19K - $1.25K
|
14K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-99- 0.03% |
$2.27K - $2.39K
|
369K
$8.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-122- 9.64% |
$2.79K - $2.94K
|
1.14K
$26.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-175- 0.5% |
$4.01K - $4.22K
|
34.6K
$812K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-177- 57.1% |
$4.05K - $4.27K
|
133
$3.12K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-269- 0.11% |
$6.16K - $6.48K
|
243K
$5.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-367- 2.48% |
$8.4K - $8.84K
|
14.5K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 22.56% |
$8.59K - $9.04K
|
1.29K
$30.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-430- 4.1% |
$9.85K - $10.4K
|
10.1K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-439- 1.54% |
$10.1K - $10.6K
|
28K
$656K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-554- 3.82% |
$12.7K - $13.4K
|
14K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-638- 6.0% |
$14.6K - $15.4K
|
9.99K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-749- 0.37% |
$17.2K - $18.1K
|
201K
$4.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-779- 0.19% |
$17.8K - $18.8K
|
402K
$9.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-822- 6.61% |
$18.8K - $19.8K
|
11.6K
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.02K- 2.27% |
$23.4K - $24.6K
|
43.9K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.09K- 2.85% |
$24.9K - $26.2K
|
37.1K
$869K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.09K- 8.99% |
$24.9K - $26.2K
|
11K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.27K- 2.57% |
$29K - $30.5K
|
48K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.38K- 61.18% |
$31.6K - $33.3K
|
877
$20.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.82K- 14.92% |
$41.7K - $43.8K
|
10.4K
$243K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.83K- 12.26% |
$41.8K - $44K
|
13.1K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.23K- 18.66% |
$51.1K - $53.8K
|
9.73K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.51K- 3.53% |
$57.5K - $60.5K
|
68.6K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 5.58% |
$60.9K - $64.1K
|
45K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.21K- 11.31% |
$73.5K - $77.4K
|
25.2K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.43K- 3.35% |
$78.5K - $82.6K
|
98.8K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-3.74K- 10.55% |
$85.5K - $90K
|
31.7K
$742K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.09K- 8.2% |
$93.6K - $98.5K
|
45.8K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.18K- 2.42% |
$95.7K - $101K
|
168K
$3.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-4.21K- 8.15% |
$96.5K - $102K
|
47.5K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.46K- 7.49% |
$102K - $107K
|
55.1K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.5K- 14.87% |
$103K - $108K
|
25.8K
$604K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.55K- 20.66% |
$104K - $110K
|
17.5K
$409K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.83K- 7.98% |
$111K - $116K
|
55.7K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-5.45K- 11.02% |
$125K - $131K
|
44K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.37K- 66.93% |
$146K - $153K
|
3.15K
$73.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.72K- 12.32% |
$154K - $162K
|
47.8K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.83K- 8.89% |
$156K - $165K
|
70K
$1.64M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.13K- 16.36% |
$186K - $196K
|
41.5K
$973K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-8.33K- 13.14% |
$191K - $201K
|
55K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.78K- 4.77% |
$201K - $212K
|
175K
$4.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.25K- 24.9% |
$212K - $223K
|
27.9K
$654K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-10.2K- 41.48% |
$234K - $246K
|
14.4K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.8K- 6.53% |
$361K - $380K
|
226K
$5.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-17.3K- 3.08% |
$396K - $417K
|
543K
$12.7M
|
|