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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
85,994
shares
|
$2.05 Million
1.08% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
85,983
shares
|
$2.05 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
80,504
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
80,038
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
79,064
shares
|
$1.88 Million
0.13% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
78,045
shares
|
$1.86 Million
1.27% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
76,666
shares
|
$1.82 Million
1.1% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
76,219
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
74,064
shares
|
$1.76 Million
1.02% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
71,146
shares
|
$1.69 Million
0.83% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
70,141
shares
|
$1.67 Million
0.78% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
70,000
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
65,977
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
64,510
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
63,367
shares
|
$1.51 Million
0.65% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
61,456
shares
|
$1.46 Million
1.41% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
60,528
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
58,634
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
55,930
shares
|
$1.33 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
55,828
shares
|
$1.33 Million
0.48% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
55,109
shares
|
$1.31 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,921
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
54,524
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
51,737
shares
|
$1.23 Million
0.74% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
51,395
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2024
Added 0.58%
|