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 279 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
395,881
shares
|
$9.17 Million
0.3% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
393,673
shares
|
$9.12 Million
0.0% of portfolio
|
Q2 2025
Added 28.62%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
386,110
shares
|
$8.94 Million
0.86% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
368,959
shares
|
$8.55 Million
0.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
356,221
shares
|
$8.25 Million
0.98% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
341,888
shares
|
$7.92 Million
3.0% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
336,590
shares
|
$7.8 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
329,294
shares
|
$7.63 Million
2.79% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
321,767
shares
|
$7.45 Million
3.58% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
310,093
shares
|
$7.18 Million
0.02% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
289,837
shares
|
$6.71 Million
2.36% of portfolio
|
Q1 2024
Added 7.77%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
281,747
shares
|
$6.53 Million
4.47% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
267,811
shares
|
$6.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
253,852
shares
|
$5.88 Million
4.12% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
252,913
shares
|
$5.86 Million
0.66% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,899
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2024
Added 50.85%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
242,972
shares
|
$5.63 Million
1.96% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
242,945
shares
|
$5.63 Million
1.5% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
241,524
shares
|
$5.59 Million
0.03% of portfolio
|
Q2 2025
Added 31.01%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
238,937
shares
|
$5.53 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
228,414
shares
|
$5.29 Million
3.7% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
227,602
shares
|
$5.27 Million
2.34% of portfolio
|
Q2 2025
Added 48952.16%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
224,558
shares
|
$5.2 Million
2.01% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
223,532
shares
|
$5.18 Million
3.92% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
219,250
shares
|
$5.08 Million
0.05% of portfolio
|
Q2 2024
Added 13.87%
|