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 Private Client Group LLC
|
May 01, 2025 Q1 2025 |
53,842
shares
|
$1.24 Million
0.56% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
53,370
shares
|
$1.23 Million
0.88% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
51,737
shares
|
$1.19 Million
0.72% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
51,395
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
48,659
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
48,047
shares
|
$1.1 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
47,654
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
45,214
shares
|
$1.04 Million
0.33% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
44,137
shares
|
$1.01 Million
0.39% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
42,369
shares
|
$974,063
0.18% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
41,843
shares
|
$961,970
0.63% of portfolio
|
Q1 2025
Reduced 42.9%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
41,843
shares
|
$961,970
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
40,388
shares
|
$928,520
0.12% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
39,346
shares
|
$904,564
0.8% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
38,023
shares
|
$874,148
0.17% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
37,013
shares
|
$850,928
0.04% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
36,973
shares
|
$850,009
0.95% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
36,908
shares
|
$848,514
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
36,786
shares
|
$845,710
0.66% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
35,860
shares
|
$824,421
0.43% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
35,329
shares
|
$812,213
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,680
shares
|
$774,303
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
31,486
shares
|
$723,863
0.47% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
30,986
shares
|
$712,368
0.11% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
30,313
shares
|
$696,895
0.73% of portfolio
|
Q1 2025
Added 0.44%
|