Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFAR)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
7.1K+ 4.49% |
$163K - $171K
|
165K
$3.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.09K- 8.99% |
$24.9K - $26.2K
|
11K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.44K+ 14.95% |
$78.8K - $83K
|
26.5K
$620K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
232+ 1.98% |
$5.31K - $5.59K
|
12K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-46.4K- 7.61% |
$1.06M - $1.12M
|
563K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.1K+ 14.96% |
$460K - $484K
|
154K
$3.62M
|
|
|
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 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.41K+ 31.44% |
$147K - $155K
|
26.8K
$628K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
39.7K+ 17.69% |
$910K - $957K
|
264K
$6.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
371+ 2.51% |
$8.5K - $8.94K
|
15.1K
$355K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.42K+ 5.68% |
$170K - $179K
|
138K
$3.24M
|
|
|
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 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
48.4K+ 3.82% |
$1.11M - $1.17M
|
1.31M
$30.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
112K+ 75.86% |
$2.57M - $2.71M
|
261K
$6.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.18K- 2.42% |
$95.7K - $101K
|
168K
$3.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 75.0% |
$68.7 - $72.3
|
7
$164
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.12K+ 7.83% |
$25.6K - $27K
|
15.4K
$361K
|
|
|
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 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.93K+ 16.27% |
$44.1K - $46.4K
|
13.8K
$322K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
10.5K+ 6.69% |
$240K - $252K
|
167K
$3.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.77KNew |
$201K - $211K
|
8.77K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.37KNew |
$31.4K - $33K
|
1.37K
$32.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
53.5K+ 10.43% |
$1.23M - $1.29M
|
567K
$13.3M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.77K+ 11.02% |
$155K - $163K
|
68.2K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.51K+ 5.98% |
$126K - $133K
|
97.6K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 18.08% |
$452K - $476K
|
129K
$3.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
33.3K+ 15.78% |
$763K - $803K
|
244K
$5.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
528K+ 50.09% |
$12.1M - $12.7M
|
1.58M
$37.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
17.6K+ 4.94% |
$403K - $424K
|
374K
$8.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-38.2K- 31.15% |
$874K - $920K
|
84.4K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.12K+ 1.06% |
$48.5K - $51K
|
202K
$4.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.02% |
$68.7 - $72.3
|
12K
$282K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.52K+ 1.53% |
$34.9K - $36.7K
|
101K
$2.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.37K- 66.93% |
$146K - $153K
|
3.15K
$73.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
49.1K+ 5.67% |
$1.12M - $1.18M
|
914K
$21.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
653KNew |
$15M - $15.7M
|
653K
$15.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.55K- 20.66% |
$104K - $110K
|
17.5K
$409K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-367- 2.48% |
$8.4K - $8.84K
|
14.5K
$339K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20.1K+ 10.28% |
$460K - $484K
|
215K
$5.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-20.9K- 12.53% |
$477K - $503K
|
146K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
767+ 0.16% |
$17.6K - $18.5K
|
486K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
125K+ 6.04% |
$2.87M - $3.02M
|
2.2M
$51.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-46- 0.23% |
$1.05K - $1.11K
|
20.3K
$476K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 2.68% |
$121K - $128K
|
203K
$4.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.46K- 7.49% |
$102K - $107K
|
55.1K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-779- 0.19% |
$17.8K - $18.8K
|
402K
$9.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
68.9K+ 10.99% |
$1.58M - $1.66M
|
696K
$16.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
16.9K+ 3.77% |
$387K - $407K
|
465K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
70.6K+ 5.88% |
$1.62M - $1.7M
|
1.27M
$29.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.66K+ 1.63% |
$38K - $40K
|
103K
$2.42M
|
|