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 |
|---|---|---|---|---|---|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
216,916
shares
|
$5.16 Million
2.71% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
211,043
shares
|
$5.02 Million
0.66% of portfolio
|
Q2 2025
Added 113.67%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
204,474
shares
|
$4.86 Million
3.21% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
202,147
shares
|
$4.81 Million
1.4% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
199,596
shares
|
$4.75 Million
0.15% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
197,705
shares
|
$4.7 Million
1.41% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
195,714
shares
|
$4.66 Million
0.07% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
195,204
shares
|
$4.64 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
194,717
shares
|
$4.63 Million
1.21% of portfolio
|
Q3 2023
Added 28.11%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
192,643
shares
|
$4.58 Million
0.75% of portfolio
|
Q4 2023
Added 29.57%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
192,487
shares
|
$4.58 Million
2.05% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
189,278
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Added 91.55%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
185,618
shares
|
$4.42 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
175,209
shares
|
$4.17 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
172,471
shares
|
$4.1 Million
0.03% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
172,245
shares
|
$4.1 Million
3.19% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
169,407
shares
|
$4.03 Million
1.87% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
166,368
shares
|
$3.96 Million
2.41% of portfolio
|
Q2 2025
Reduced 64.42%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
165,954
shares
|
$3.95 Million
1.15% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
163,458
shares
|
$3.89 Million
1.87% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
158,200
shares
|
$3.76 Million
0.24% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
158,193
shares
|
$3.76 Million
2.53% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
156,838
shares
|
$3.73 Million
1.39% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
156,559
shares
|
$3.72 Million
2.04% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
155,926
shares
|
$3.71 Million
1.5% of portfolio
|
Q3 2025
Added 13.07%
|