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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
402,390
shares
|
$9.25 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
392,248
shares
|
$9.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
389,126
shares
|
$8.95 Million
2.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
387,604
shares
|
$8.91 Million
0.31% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
358,021
shares
|
$8.23 Million
0.0% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
343,095
shares
|
$7.89 Million
2.31% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
337,852
shares
|
$7.77 Million
3.48% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
319,584
shares
|
$7.35 Million
4.02% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
313,495
shares
|
$7.21 Million
0.94% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
308,971
shares
|
$7.1 Million
3.25% of portfolio
|
Q1 2025
Added 24.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
306,073
shares
|
$7.04 Million
0.0% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
289,837
shares
|
$6.66 Million
2.36% of portfolio
|
Q1 2024
Added 7.77%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
278,425
shares
|
$6.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
272,910
shares
|
$6.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
268,218
shares
|
$6.17 Million
0.02% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
257,186
shares
|
$5.91 Million
4.43% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
252,496
shares
|
$5.8 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
248,659
shares
|
$5.72 Million
4.38% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,899
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2024
Added 50.85%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
238,790
shares
|
$5.49 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
222,056
shares
|
$5.11 Million
3.93% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
219,250
shares
|
$5.04 Million
0.05% of portfolio
|
Q2 2024
Added 13.87%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
218,646
shares
|
$5.03 Million
1.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
216,847
shares
|
$4.99 Million
3.06% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
206,467
shares
|
$4.75 Million
2.25% of portfolio
|
Q1 2025
Added 11.06%
|