Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-825- 64.1% |
$19K - $19.9K
|
462
$10.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-846- 26.89% |
$19.5K - $20.4K
|
2.3K
$53.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-2.67K- 18.55% |
$61.6K - $64.5K
|
11.7K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.9K- 10.37% |
$66.8K - $69.9K
|
25K
$586K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-3.07K- 11.44% |
$70.7K - $74.1K
|
23.7K
$556K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.42K- 23.08% |
$78.9K - $82.6K
|
11.4K
$267K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.22K- 2.51% |
$97.4K - $102K
|
164K
$3.84M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.26K- 5.32% |
$98.4K - $103K
|
75.9K
$1.78M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.84K- 22.88% |
$112K - $117K
|
16.3K
$382K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.6K- 37.09% |
$129K - $135K
|
9.51K
$223K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.86K- 17.54% |
$135K - $142K
|
27.5K
$645K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-6.08K- 25.01% |
$140K - $147K
|
18.2K
$427K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.52K- 16.43% |
$174K - $182K
|
38.3K
$897K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.68K- 49.64% |
$200K - $210K
|
8.8K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-18.4K- 38.66% |
$424K - $444K
|
29.2K
$683K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-110K- 26.69% |
$2.55M - $2.67M
|
303K
$7.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-365K- 67.26% |
$8.43M - $8.83M
|
178K
$4.17M
|
|