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 |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
200,413
shares
|
$4.61 Million
0.97% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
199,570
shares
|
$4.59 Million
1.52% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
199,229
shares
|
$4.58 Million
3.43% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
198,218
shares
|
$4.56 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
196,940
shares
|
$4.53 Million
2.31% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
195,128
shares
|
$4.49 Million
0.16% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
194,717
shares
|
$4.48 Million
1.21% of portfolio
|
Q3 2023
Added 28.11%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
192,643
shares
|
$4.43 Million
0.75% of portfolio
|
Q4 2023
Added 29.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
191,771
shares
|
$4.41 Million
1.33% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
190,767
shares
|
$4.39 Million
1.52% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
184,351
shares
|
$4.24 Million
0.03% of portfolio
|
Q1 2025
Added 160.16%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
178,557
shares
|
$4.11 Million
1.33% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
175,694
shares
|
$4.04 Million
0.07% of portfolio
|
Q1 2025
Added 183.41%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
174,543
shares
|
$4.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 35.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
164,840
shares
|
$3.79 Million
0.02% of portfolio
|
Q1 2025
Added 28.37%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
162,449
shares
|
$3.73 Million
2.42% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
159,158
shares
|
$3.66 Million
2.22% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
151,479
shares
|
$3.48 Million
2.81% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
151,142
shares
|
$3.47 Million
0.27% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
150,987
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
150,495
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
148,507
shares
|
$3.41 Million
1.91% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
142,152
shares
|
$3.27 Million
1.54% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
140,614
shares
|
$3.23 Million
2.87% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
131,780
shares
|
$3.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|