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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
79,516
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
79,064
shares
|
$1.82 Million
0.13% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
78,837
shares
|
$1.81 Million
0.53% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
78,495
shares
|
$1.8 Million
0.97% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
77,183
shares
|
$1.77 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
73,400
shares
|
$1.69 Million
0.9% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
70,785
shares
|
$1.63 Million
0.18% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
69,515
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
66,701
shares
|
$1.53 Million
1.09% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
66,581
shares
|
$1.53 Million
1.22% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
65,266
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
64,248
shares
|
$1.48 Million
1.11% of portfolio
|
Q1 2025
Added 36.62%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
62,816
shares
|
$1.44 Million
1.23% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
61,199
shares
|
$1.41 Million
0.29% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
60,285
shares
|
$1.39 Million
1.13% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
59,747
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
58,006
shares
|
$1.33 Million
0.68% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
57,992
shares
|
$1.33 Million
0.77% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
57,607
shares
|
$1.32 Million
0.69% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
57,029
shares
|
$1.31 Million
0.47% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
56,505
shares
|
$1.3 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
55,120
shares
|
$1.27 Million
1.48% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,921
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
54,746
shares
|
$1.26 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
54,073
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
New holding
|