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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
20,479
shares
|
$487,195
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
20,392
shares
|
$485,125
0.39% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
20,359
shares
|
$484,340
0.12% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
18,839
shares
|
$448,179
0.21% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
18,318
shares
|
$435,785
0.07% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,027
shares
|
$428,862
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
17,913
shares
|
$426,150
0.31% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
17,746
shares
|
$422,177
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
17,729
shares
|
$421,772
0.26% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
17,540
shares
|
$417,276
0.04% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
16,032
shares
|
$381,401
0.03% of portfolio
|
Q3 2025
Added 20.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
15,822
shares
|
$376,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
15,807
shares
|
$376,048
0.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
15,656
shares
|
$372,456
0.01% of portfolio
|
Q2 2025
Reduced 62.58%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
15,558
shares
|
$370,124
0.13% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
15,109
shares
|
$359,443
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$353,043
0.12% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,837
shares
|
$352,972
0.18% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
14,821
shares
|
$352,591
0.14% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
14,811
shares
|
$352,353
0.0% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
14,797
shares
|
$352,020
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
14,771
shares
|
$351,402
0.16% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
14,518
shares
|
$345,383
0.01% of portfolio
|
Q2 2025
Added 34.17%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
14,395
shares
|
$342,457
0.17% of portfolio
|
Q3 2025
Reduced 41.48%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
14,298
shares
|
$340,149
0.05% of portfolio
|
Q2 2025
New holding
|