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 45.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
49,676
shares
|
$1.18 Million
0.35% of portfolio
|
Q2 2025
Reduced 53.84%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
49,475
shares
|
$1.18 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
49,343
shares
|
$1.17 Million
0.21% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
48,225
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
48,047
shares
|
$1.14 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
48,024
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
47,665
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
46,497
shares
|
$1.11 Million
0.36% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
46,180
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
45,790
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
44,941
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
43,049
shares
|
$1.02 Million
0.44% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
43,016
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
42,813
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
42,117
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
40,737
shares
|
$969,133
0.14% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
39,904
shares
|
$949,316
0.01% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
39,308
shares
|
$935,137
0.91% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
38,171
shares
|
$908,088
0.6% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
37,748
shares
|
$898,024
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
36,025
shares
|
$857,034
0.48% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
35,400
shares
|
$842,166
0.57% of portfolio
|
Q2 2025
Reduced 37.35%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
34,822
shares
|
$828,415
0.03% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
34,019
shares
|
$809,312
0.0% of portfolio
|
Q2 2025
Added 1.01%
|