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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
12,024
shares
|
$289,537
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
11,964
shares
|
$288,093
0.05% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
11,720
shares
|
$282,217
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,529
shares
|
$277,618
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,494
shares
|
$276,775
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
11,353
shares
|
$273,380
0.07% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
11,322
shares
|
$272,633
0.2% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
10,873
shares
|
$261,821
0.16% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
10,439
shares
|
$251,371
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
10,315
shares
|
$248,385
0.08% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
9,968
shares
|
$240,029
0.05% of portfolio
|
Q4 2024
Reduced 77.09%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
9,953
shares
|
$239,668
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,628
shares
|
$231,842
0.11% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
9,545
shares
|
$229,843
0.0% of portfolio
|
Q2 2025
Added 43.62%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,514
shares
|
$229,097
0.12% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
9,231
shares
|
$222,282
0.02% of portfolio
|
Q1 2025
Reduced 33.24%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
9,073
shares
|
$218,477
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
8,806
shares
|
$212,048
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
8,731
shares
|
$210,242
0.08% of portfolio
|
Q1 2025
Reduced 98.71%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,713
shares
|
$209,809
0.08% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
8,660
shares
|
$208,532
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
8,657
shares
|
$208,460
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,154
shares
|
$172,268
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
5,914
shares
|
$142,409
0.11% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,707
shares
|
$137,424
0.0% of portfolio
|
Q2 2025
Added 22.86%
|