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 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
86.7K+ 6.82% |
$2M - $2.09M
|
1.36M
$31.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
84.6K+ 9.18% |
$1.95M - $2.04M
|
1.01M
$23.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
41.6K+ 12.5% |
$959K - $1M
|
374K
$8.76M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
30.3K+ 8.72% |
$699K - $732K
|
378K
$8.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
24.2KNew |
$558K - $584K
|
24.2K
$566K
|
|
|
Jan 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
17.4K+ 6.69% |
$402K - $421K
|
278K
$6.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
14.7K+ 37.37% |
$339K - $355K
|
54K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
10.6KNew |
$244K - $256K
|
10.6K
$248K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
9.75K+ 7.12% |
$225K - $235K
|
147K
$3.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
6.74K+ 7.57% |
$156K - $163K
|
95.8K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.65K+ 11.41% |
$107K - $112K
|
45.4K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.88K+ 17.06% |
$89.4K - $93.6K
|
26.6K
$623K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.12K+ 1.34% |
$49K - $51.3K
|
160K
$3.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.87K+ 18.16% |
$43.2K - $45.2K
|
12.2K
$285K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.77K+ 3.02% |
$40.8K - $42.7K
|
60.4K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.75K+ 1.35% |
$40.3K - $42.2K
|
131K
$3.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.57K+ 5.2% |
$36.2K - $37.9K
|
31.8K
$745K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
456+ 1.27% |
$10.5K - $11K
|
36.5K
$855K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
438+ 3.13% |
$10.1K - $10.6K
|
14.5K
$339K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
353New |
$8.14K - $8.53K
|
353
$8.27K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
299+ 1.63% |
$6.9K - $7.22K
|
18.6K
$436K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
295+ 1.87% |
$6.81K - $7.13K
|
16.1K
$377K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
275+ 0.4% |
$6.34K - $6.64K
|
68.9K
$1.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
215+ 1.56% |
$4.96K - $5.19K
|
14K
$327K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 1.6% |
$392 - $411
|
1.08K
$25.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.12% |
$323 - $338
|
12K
$281K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 1.2% |
$2.79K - $2.92K
|
9.97K
$234K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-198- 1.12% |
$4.57K - $4.78K
|
17.5K
$411K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-825- 64.1% |
$19K - $19.9K
|
462
$10.8K
|
|
|
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 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.42K- 23.08% |
$78.9K - $82.6K
|
11.4K
$267K
|
|
|
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 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
|
|