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 276 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| 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
|
$74.5 Million
5.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
2,489,800
shares
|
$59.2 Million
0.08% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,140,208
shares
|
$50.9 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
|
$49.3 Million
10.62% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,788,642
shares
|
$42.6 Million
3.53% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$31.6 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,271,890
shares
|
$30.3 Million
3.73% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,266,475
shares
|
$30.1 Million
6.24% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,054,361
shares
|
$25.1 Million
2.39% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
920,974
shares
|
$21.9 Million
5.78% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
864,776
shares
|
$20.6 Million
4.49% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
696,187
shares
|
$16.6 Million
1.15% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
689,784
shares
|
$16.4 Million
2.0% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
609,186
shares
|
$14.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
560,675
shares
|
$13.3 Million
1.02% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
513,347
shares
|
$12.2 Million
2.66% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
501,427
shares
|
$11.9 Million
0.05% of portfolio
|
Q2 2025
Added 204.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
485,277
shares
|
$11.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
484,195
shares
|
$11.5 Million
3.3% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$11.2 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
468,720
shares
|
$11.2 Million
3.6% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
465,050
shares
|
$11.1 Million
1.44% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Fidato Wealth LLC
|
Aug 12, 2025 Q2 2025 |
461,044
shares
|
$11 Million
7.73% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
413,300
shares
|
$9.83 Million
0.3% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
401,568
shares
|
$9.55 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.19%
|