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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
80,019
shares
|
$1.93 Million
1.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
79,516
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
79,064
shares
|
$1.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
77,183
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
73,400
shares
|
$1.77 Million
0.9% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
70,626
shares
|
$1.7 Million
0.99% of portfolio
|
Q2 2025
Added 32.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
69,515
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
67,867
shares
|
$1.63 Million
1.04% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
65,497
shares
|
$1.58 Million
1.05% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
65,266
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
64,248
shares
|
$1.55 Million
1.11% of portfolio
|
Q1 2025
Added 36.62%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
63,367
shares
|
$1.53 Million
0.65% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
62,816
shares
|
$1.51 Million
1.23% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
61,456
shares
|
$1.48 Million
1.41% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
61,199
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
59,747
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
59,568
shares
|
$1.43 Million
0.61% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
58,175
shares
|
$1.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
58,062
shares
|
$1.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
57,992
shares
|
$1.4 Million
0.77% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
57,029
shares
|
$1.37 Million
0.47% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
56,505
shares
|
$1.36 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,921
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
54,073
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
53,842
shares
|
$1.3 Million
0.56% of portfolio
|
Q1 2025
Reduced 13.16%
|