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 262 institutions that hold shares in the stock, with a total of 43.2 Million shares, which have been reported (via 13F filing form) to have a value of $999 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,131,148
shares
|
$72 Million
5.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,545,950
shares
|
$58.5 Million
0.08% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
2,342,800
shares
|
$53.9 Million
0.08% of portfolio
|
Q1 2025
Added 111.69%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
2,014,213
shares
|
$46.3 Million
11.74% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,732,271
shares
|
$39.8 Million
3.75% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$30.5 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,219,650
shares
|
$28 Million
7.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,127,983
shares
|
$25.9 Million
3.85% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,110,962
shares
|
$25.5 Million
2.81% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
856,153
shares
|
$19.7 Million
4.87% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
819,010
shares
|
$18.8 Million
6.2% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
709,901
shares
|
$16.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 29.86%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
601,887
shares
|
$13.8 Million
1.15% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
551,152
shares
|
$12.7 Million
1.79% of portfolio
|
Q1 2025
Added 47.87%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
539,518
shares
|
$12.4 Million
1.11% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
510,780
shares
|
$11.7 Million
0.11% of portfolio
|
Q1 2025
Added 45.15%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
493,095
shares
|
$11.3 Million
0.45% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
479,767
shares
|
$11 Million
3.57% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
478,110
shares
|
$11 Million
2.72% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
475,839
shares
|
$10.9 Million
1.75% of portfolio
|
Q1 2025
Added 130.46%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$10.8 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
467,625
shares
|
$10.8 Million
7.71% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
447,978
shares
|
$10.3 Million
4.09% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
443,858
shares
|
$10.2 Million
1.09% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
429,409
shares
|
$9.87 Million
7.81% of portfolio
|
Q1 2025
Added 2.75%
|