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 |
|---|---|---|---|---|---|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
51,737
shares
|
$1.25 Million
0.72% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
51,395
shares
|
$1.24 Million
0.26% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
51,036
shares
|
$1.23 Million
0.46% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
49,879
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
49,676
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 53.84%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
48,047
shares
|
$1.16 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
47,654
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
45,214
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
44,137
shares
|
$1.06 Million
0.39% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
42,442
shares
|
$1.02 Million
0.46% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
42,369
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
41,843
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
40,737
shares
|
$980,946
0.15% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
40,388
shares
|
$972,543
0.12% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
38,483
shares
|
$926,670
0.91% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
38,023
shares
|
$915,593
0.17% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
37,967
shares
|
$914,245
0.04% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
37,163
shares
|
$894,885
0.05% of portfolio
|
Q2 2025
Reduced 60.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
36,908
shares
|
$888,744
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
36,786
shares
|
$885,806
0.66% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
35,860
shares
|
$863,508
0.43% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
35,653
shares
|
$858,524
0.51% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
35,329
shares
|
$850,722
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,680
shares
|
$811,014
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
30,986
shares
|
$746,142
0.11% of portfolio
|
Q4 2024
Added 1.45%
|