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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
10.8K+ 2.36% |
$248K - $261K
|
469K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
122+ 0.26% |
$2.79K - $2.94K
|
46.5K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
607+ 1.43% |
$13.9K - $14.6K
|
43K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.88K+ 8.35% |
$42.9K - $45.2K
|
24.3K
$570K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.9K- 15.09% |
$616K - $649K
|
151K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.5K- 14.87% |
$103K - $108K
|
25.8K
$604K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
952+ 5.32% |
$21.8K - $22.9K
|
18.8K
$441K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 22.56% |
$8.59K - $9.04K
|
1.29K
$30.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
6.65K+ 8.06% |
$152K - $160K
|
89.1K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1Closed |
$22.9 - $24.1
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-52- 0.37% |
$1.19K - $1.25K
|
14K
$328K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.23K- 18.66% |
$51.1K - $53.8K
|
9.73K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
10.7K+ 3.33% |
$245K - $258K
|
332K
$7.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
6.8K+ 2.68% |
$156K - $164K
|
261K
$6.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 8.11% |
$291K - $306K
|
169K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.25K- 24.9% |
$212K - $223K
|
27.9K
$654K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
21.1K+ 24.11% |
$483K - $508K
|
109K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.09K- 8.2% |
$93.6K - $98.5K
|
45.8K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
110+ 0.6% |
$2.52K - $2.65K
|
18.3K
$429K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.8K+ 10.5% |
$316K - $332K
|
145K
$3.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.85K+ 12.76% |
$111K - $117K
|
42.8K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
473+ 1.59% |
$10.8K - $11.4K
|
30.2K
$708K
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46.6K+ 5.32% |
$1.07M - $1.12M
|
921K
$21.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.6K+ 7.27% |
$244K - $256K
|
157K
$3.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.27K- 2.57% |
$29K - $30.5K
|
48K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
45+ 0.21% |
$1.03K - $1.08K
|
21.1K
$495K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
544+ 5.7% |
$12.5K - $13.1K
|
10.1K
$236K
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.45K+ 68.28% |
$216K - $228K
|
23.3K
$546K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.83K- 8.89% |
$156K - $165K
|
70K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
18K+ 13.07% |
$413K - $434K
|
156K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
55.9KNew |
$1.28M - $1.35M
|
55.9K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.79K+ 9.39% |
$110K - $115K
|
55.8K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
15.4K+ 21.76% |
$352K - $370K
|
86K
$2.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
8.57K+ 13.08% |
$196K - $206K
|
74.1K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.8K+ 23.29% |
$64.1K - $67.4K
|
14.8K
$347K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.03K+ 0.66% |
$23.7K - $24.9K
|
158K
$3.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
22.7KNew |
$520K - $548K
|
22.7K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
17.1K+ 7.63% |
$390K - $411K
|
241K
$5.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
46+ 0.29% |
$1.05K - $1.11K
|
15.8K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.93K+ 5.28% |
$113K - $119K
|
98.4K
$2.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.66% |
$160 - $169
|
1.06K
$24.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
315+ 5.52% |
$7.21K - $7.59K
|
6.02K
$141K
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
11.6K+ 9.26% |
$266K - $280K
|
137K
$3.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.02K+ 86.38% |
$46.2K - $48.6K
|
4.35K
$102K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
21.6K+ 27.03% |
$496K - $522K
|
102K
$2.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.75K+ 20.72% |
$63K - $66.3K
|
16K
$376K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.78K- 4.77% |
$201K - $212K
|
175K
$4.11M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8New |
$183 - $193
|
8
$187
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.4K+ 4.4% |
$399K - $420K
|
413K
$9.68M
|
|