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 |
|---|---|---|---|---|---|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
140,614
shares
|
$3.39 Million
2.87% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
137,900
shares
|
$3.32 Million
1.45% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
131,780
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
131,176
shares
|
$3.16 Million
0.09% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
126,866
shares
|
$3.05 Million
0.01% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
125,340
shares
|
$3.02 Million
2.26% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
124,953
shares
|
$3.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
115,991
shares
|
$2.79 Million
1.3% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
113,883
shares
|
$2.74 Million
1.18% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
111,952
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2023
Added 3.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
109,188
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
99,566
shares
|
$2.4 Million
1.3% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
98,812
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Added 29.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
96,482
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
96,316
shares
|
$2.32 Million
0.74% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
95,975
shares
|
$2.31 Million
0.67% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
94,341
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
93,474
shares
|
$2.25 Million
0.54% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
90,452
shares
|
$2.18 Million
0.63% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,097
shares
|
$2.12 Million
1.27% of portfolio
|
Q4 2023
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
87,446
shares
|
$2.11 Million
0.76% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
86,121
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
82,444
shares
|
$1.99 Million
0.9% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
81,925
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
80,639
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.8%
|