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 275 institutions that hold shares in the stock, with a total of 44.6 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 |
|---|---|---|---|---|---|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
14,298
shares
|
$340,149
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
14,049
shares
|
$334,225
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
14,016
shares
|
$333,440
0.13% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,063
shares
|
$310,768
0.01% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
12,908
shares
|
$307,081
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
12,443
shares
|
$296,018
0.01% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,427
shares
|
$295,638
0.03% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
12,195
shares
|
$290,119
0.14% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
12,140
shares
|
$288,810
0.09% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
12,101
shares
|
$287,882
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
12,025
shares
|
$286,074
0.22% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,831
shares
|
$281,459
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
11,720
shares
|
$278,818
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
11,619
shares
|
$276,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,529
shares
|
$274,274
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
11,011
shares
|
$261,951
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
10,628
shares
|
$252,840
0.03% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
10,485
shares
|
$249,438
0.13% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,439
shares
|
$248,343
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,354
shares
|
$246,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,336
shares
|
$245,893
0.0% of portfolio
|
Q2 2025
Reduced 28.02%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
10,315
shares
|
$245,393
0.06% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,303
shares
|
$245,108
0.14% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
10,089
shares
|
$240,017
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
9,968
shares
|
$237,138
0.05% of portfolio
|
Q4 2024
Reduced 77.09%
|