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 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
544+ 5.57% |
$12.5K - $13.1K
|
10.3K
$241K
|
|
|
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 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
372+ 1.04% |
$8.52K - $8.97K
|
36K
$844K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.6% |
$275 - $289
|
2K
$46.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
572+ 0.99% |
$13.1K - $13.8K
|
58.6K
$1.37M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-10.2K- 41.48% |
$234K - $246K
|
14.4K
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.8K+ 12.97% |
$201K - $212K
|
76.7K
$1.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
825+ 2.14% |
$18.9K - $19.9K
|
39.3K
$921K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.63K+ 4.06% |
$106K - $112K
|
119K
$2.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 9.65% |
$86.7K - $91.2K
|
43K
$1.01M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.7K+ 3.17% |
$244K - $257K
|
347K
$8.14M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13- 0.05% |
$273 - $311
|
25.1K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-17.6K- 64.71% |
$369K - $421K
|
9.6K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.02K- 28.02% |
$84.5K - $96.3K
|
10.3K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.2KNew |
$1.6M - $1.82M
|
76.2K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.5KNew |
$472K - $538K
|
22.5K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
186KNew |
$3.9M - $4.44M
|
186K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-4.45K- 2.26% |
$93.5K - $107K
|
192K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.4KNew |
$217K - $248K
|
10.4K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
147K+ 6.27% |
$3.09M - $3.52M
|
2.49M
$58.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
11KNew |
$231K - $263K
|
11K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-5.38K- 32.23% |
$113K - $129K
|
11.3K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
44+ 0.29% |
$924 - $1.05K
|
15.1K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
153New |
$3.21K - $3.66K
|
153
$3.58K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94New |
$1.97K - $2.25K
|
94
$2.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
46.2KNew |
$969K - $1.11M
|
46.2K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-105- 12.76% |
$2.2K - $2.51K
|
718
$16.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.7KNew |
$476K - $543K
|
22.7K
$532K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.18K- 23.74% |
$24.8K - $28.2K
|
3.79K
$88.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-2.73K- 13.47% |
$57.3K - $65.3K
|
17.5K
$411K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
487New |
$10.2K - $11.7K
|
487
$11.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-14K- 25.59% |
$294K - $335K
|
40.7K
$954K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-224- 2.27% |
$4.7K - $5.36K
|
9.63K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-215- 2.41% |
$4.51K - $5.14K
|
8.71K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-2.51K- 13.9% |
$52.7K - $60.1K
|
15.6K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.94K- 38.0% |
$146K - $166K
|
11.3K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-8.41K- 12.63% |
$176K - $201K
|
58.2K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.07KNew |
$190K - $217K
|
9.07K
$213K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
391+ 444.32% |
$8.74K - $9.59K
|
479
$11.2K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
215+ 1.21% |
$4.81K - $5.27K
|
17.9K
$420K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$22.4 - $24.5
|
1
$23.4
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
754New |
$16.9K - $18.5K
|
754
$17.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
9.71K+ 79.7% |
$217K - $238K
|
21.9K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 33.24% |
$103K - $113K
|
9.23K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
49New |
$1.1K - $1.2K
|
49
$1.15K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.94K- 34.85% |
$155K - $170K
|
13K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-669K- 98.71% |
$15M - $16.4M
|
8.73K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583New |
$13K - $14.3K
|
583
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-384- 2.99% |
$8.58K - $9.42K
|
12.5K
$292K
|
|