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 |
|---|---|---|---|---|---|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
211,043
shares
|
$5.08 Million
0.66% of portfolio
|
Q2 2025
Added 113.67%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
206,467
shares
|
$4.97 Million
2.25% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
204,474
shares
|
$4.92 Million
3.21% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
199,570
shares
|
$4.81 Million
1.52% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
197,705
shares
|
$4.76 Million
1.41% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
196,940
shares
|
$4.74 Million
2.31% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
195,204
shares
|
$4.7 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
195,128
shares
|
$4.7 Million
0.16% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
194,717
shares
|
$4.69 Million
1.21% of portfolio
|
Q3 2023
Added 28.11%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
192,643
shares
|
$4.64 Million
0.75% of portfolio
|
Q4 2023
Added 29.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
191,771
shares
|
$4.62 Million
1.33% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
184,351
shares
|
$4.44 Million
0.03% of portfolio
|
Q1 2025
Added 160.16%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
183,985
shares
|
$4.43 Million
0.38% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
178,557
shares
|
$4.3 Million
1.33% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
175,694
shares
|
$4.23 Million
0.07% of portfolio
|
Q1 2025
Added 183.41%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
174,543
shares
|
$4.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 35.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
164,840
shares
|
$3.97 Million
0.02% of portfolio
|
Q1 2025
Added 28.37%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
157,166
shares
|
$3.78 Million
0.26% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
156,695
shares
|
$3.77 Million
1.95% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
156,559
shares
|
$3.77 Million
2.04% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
151,479
shares
|
$3.65 Million
2.81% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
150,987
shares
|
$3.64 Million
0.03% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
150,495
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
148,507
shares
|
$3.58 Million
1.91% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
146,202
shares
|
$3.52 Million
1.39% of portfolio
|
Q2 2025
Added 2.85%
|