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 245 institutions that hold shares in the stock, with a total of 40.6 Million shares, which have been reported (via 13F filing form) to have a value of $968 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,021,489
shares
|
$72.2 Million
4.72% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,338,083
shares
|
$55.8 Million
0.08% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
1,950,014
shares
|
$46.6 Million
11.11% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,681,171
shares
|
$40.1 Million
3.61% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$31.7 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
1,203,550
shares
|
$28.7 Million
6.88% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
1,106,700
shares
|
$26.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,066,571
shares
|
$25.5 Million
3.65% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,012,187
shares
|
$24.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 19.79%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
970,364
shares
|
$23.2 Million
2.8% of portfolio
|
Q4 2024
Added 29.53%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
849,094
shares
|
$20.3 Million
5.06% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
819,010
shares
|
$19.6 Million
6.2% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
677,870
shares
|
$16.2 Million
0.11% of portfolio
|
Q4 2024
Added 6022.93%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
559,165
shares
|
$13.4 Million
1.06% of portfolio
|
Q4 2024
Added 18.53%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
543,195
shares
|
$13 Million
8.98% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
517,358
shares
|
$12.4 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
482,405
shares
|
$11.5 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$11.2 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
454,417
shares
|
$10.9 Million
4.13% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
443,858
shares
|
$10.6 Million
1.09% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
441,195
shares
|
$10.5 Million
3.46% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
427,151
shares
|
$10.2 Million
2.44% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
417,898
shares
|
$9.98 Million
7.14% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
403,738
shares
|
$9.64 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
395,784
shares
|
$9.45 Million
0.01% of portfolio
|
Q4 2024
Added 4.55%
|