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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
151,454
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
148,232
shares
|
$3.53 Million
0.3% of portfolio
|
Q2 2025
Added 174.13%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
144,956
shares
|
$3.45 Million
0.08% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
136,941
shares
|
$3.26 Million
2.41% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
134,329
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
132,994
shares
|
$3.16 Million
0.03% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
130,756
shares
|
$3.11 Million
1.36% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
127,870
shares
|
$3.04 Million
0.04% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
122,589
shares
|
$2.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
118,512
shares
|
$2.82 Million
1.16% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
113,168
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
111,952
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2023
Added 3.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
109,188
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
108,529
shares
|
$2.58 Million
0.84% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
103,463
shares
|
$2.46 Million
0.43% of portfolio
|
Q2 2025
Reduced 52.68%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
103,365
shares
|
$2.46 Million
0.62% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
102,216
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
101,711
shares
|
$2.42 Million
1.46% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
99,566
shares
|
$2.37 Million
1.3% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
98,405
shares
|
$2.34 Million
0.53% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
93,741
shares
|
$2.23 Million
1.38% of portfolio
|
Q1 2025
Added 30.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
92,113
shares
|
$2.19 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
89,092
shares
|
$2.12 Million
0.91% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,097
shares
|
$2.1 Million
1.27% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
87,469
shares
|
$2.08 Million
0.07% of portfolio
|
Q2 2025
Added 6.77%
|