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 279 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| 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
|
$72.5 Million
5.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
2,489,800
shares
|
$57.7 Million
0.08% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,140,208
shares
|
$49.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
2,073,367
shares
|
$48 Million
10.62% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,788,642
shares
|
$41.4 Million
3.53% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$30.7 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,266,475
shares
|
$29.3 Million
6.24% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,201,241
shares
|
$27.8 Million
3.71% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,054,361
shares
|
$24.4 Million
2.39% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
874,413
shares
|
$20.3 Million
5.89% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
864,776
shares
|
$20 Million
4.49% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
689,784
shares
|
$16 Million
2.0% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
627,239
shares
|
$14.5 Million
1.11% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
609,186
shares
|
$14.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
560,675
shares
|
$13 Million
1.02% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
513,347
shares
|
$11.9 Million
2.66% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
501,427
shares
|
$11.6 Million
0.05% of portfolio
|
Q2 2025
Added 204.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
485,277
shares
|
$11.2 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
484,195
shares
|
$11.2 Million
3.3% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$10.9 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Fidato Wealth LLC
|
Aug 12, 2025 Q2 2025 |
461,044
shares
|
$10.7 Million
7.73% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
457,903
shares
|
$10.6 Million
3.79% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
448,161
shares
|
$10.4 Million
1.52% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
402,347
shares
|
$9.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
398,941
shares
|
$9.24 Million
2.0% of portfolio
|
Q2 2025
Added 2.52%
|