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 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
131,176
shares
|
$3.1 Million
0.09% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
126,866
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
124,953
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
122,504
shares
|
$2.9 Million
2.38% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
121,697
shares
|
$2.88 Million
1.5% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
119,086
shares
|
$2.82 Million
1.7% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
115,991
shares
|
$2.74 Million
1.3% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
113,883
shares
|
$2.69 Million
1.18% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
111,952
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2023
Added 3.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
109,188
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
107,620
shares
|
$2.55 Million
0.74% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
98,812
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Added 29.84%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
98,769
shares
|
$2.34 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
96,482
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
96,316
shares
|
$2.28 Million
0.74% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
95,975
shares
|
$2.27 Million
0.67% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
94,470
shares
|
$2.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
94,341
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
90,452
shares
|
$2.14 Million
0.63% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,097
shares
|
$2.08 Million
1.27% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
86,121
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
81,925
shares
|
$1.94 Million
0.11% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
80,639
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
80,019
shares
|
$1.89 Million
1.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
80,000
shares
|
$1.89 Million
0.79% of portfolio
|
Q1 2025
New holding
|