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 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.6K- 3.91% |
$449K - $472K
|
482K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-20.9K- 12.53% |
$477K - $503K
|
146K
$3.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23.3K- 22.53% |
$534K - $562K
|
80.1K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.7K- 63.33% |
$611K - $643K
|
15.4K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.9K- 15.09% |
$616K - $649K
|
151K
$3.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-33.5K- 14.03% |
$768K - $808K
|
205K
$4.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-38.2K- 31.15% |
$874K - $920K
|
84.4K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-46.4K- 7.61% |
$1.06M - $1.12M
|
563K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-54.1K- 42.33% |
$1.24M - $1.3M
|
73.7K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-58.1K- 29.68% |
$1.33M - $1.4M
|
138K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-547K- 79.24% |
$12.5M - $13.2M
|
143K
$3.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-709K- 39.64% |
$16.2M - $17.1M
|
1.08M
$25.3M
|
|