Institutional Ownership Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $996 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,131,148
shares
|
$72.4 Million
5.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
2,342,800
shares
|
$54.1 Million
0.08% of portfolio
|
Q1 2025
Added 111.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,140,208
shares
|
$49.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
2,073,367
shares
|
$47.9 Million
10.62% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,732,271
shares
|
$40 Million
3.75% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$30.7 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,266,475
shares
|
$29.3 Million
6.24% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,201,241
shares
|
$27.8 Million
3.71% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,054,361
shares
|
$24.4 Million
2.39% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
874,413
shares
|
$20.2 Million
5.89% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
856,153
shares
|
$19.8 Million
4.87% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
627,239
shares
|
$14.5 Million
1.11% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
609,186
shares
|
$14.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
560,675
shares
|
$13 Million
1.02% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
551,152
shares
|
$12.7 Million
1.79% of portfolio
|
Q1 2025
Added 47.87%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
485,277
shares
|
$11.2 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
479,767
shares
|
$11.1 Million
3.57% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
478,110
shares
|
$11 Million
2.72% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$10.8 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
457,903
shares
|
$10.6 Million
3.79% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
448,161
shares
|
$10.4 Million
1.52% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
429,409
shares
|
$9.92 Million
7.81% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
402,347
shares
|
$9.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
395,881
shares
|
$9.15 Million
0.3% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
389,126
shares
|
$8.99 Million
2.07% of portfolio
|
Q1 2025
Added 0.29%
|