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 267 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,130
shares
|
$123,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
4,970
shares
|
$119,677
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,925
shares
|
$118,593
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,552
shares
|
$109,612
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
4,361
shares
|
$105,012
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
4,296
shares
|
$103,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
4,215
shares
|
$101,497
0.02% of portfolio
|
Q4 2023
Added 1860.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,784
shares
|
$91,118
0.0% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,082
shares
|
$74,214
0.0% of portfolio
|
Q1 2025
Reduced 35.64%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
2,867
shares
|
$69,037
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,140
shares
|
$51,531
0.0% of portfolio
|
Q1 2025
Added 97.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,990
shares
|
$47,919
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,697
shares
|
$40,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,663
shares
|
$40,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,366
shares
|
$32,893
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,266
shares
|
$30,485
0.02% of portfolio
|
Q2 2025
Reduced 96.78%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,178
shares
|
$28,366
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,161
shares
|
$27,956
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,075
shares
|
$25,885
0.01% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,057
shares
|
$25,452
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
823
shares
|
$19,817
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
754
shares
|
$18,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
639
shares
|
$15,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
583
shares
|
$14,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
487
shares
|
$11,726
0.0% of portfolio
|
Q2 2025
New holding
|