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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
30,222
shares
|
$694,803
0.36% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
28,427
shares
|
$653,536
0.02% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
26,573
shares
|
$610,913
0.51% of portfolio
|
Q1 2025
Added 24.86%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,562
shares
|
$610,660
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
25,474
shares
|
$585,647
0.13% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25,148
shares
|
$578,152
0.0% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
23,590
shares
|
$542,334
0.39% of portfolio
|
Q1 2023
Added 78.85%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
22,600
shares
|
$519,573
0.12% of portfolio
|
Q4 2023
Added 69.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$514,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
21,900
shares
|
$503,480
0.02% of portfolio
|
Q1 2025
Added 79.7%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
21,166
shares
|
$486,606
0.16% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
21,097
shares
|
$485,020
0.23% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
21,049
shares
|
$483,916
0.27% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
20,476
shares
|
$470,743
0.14% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
20,270
shares
|
$466,007
0.05% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
19,836
shares
|
$456,029
0.39% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
18,706
shares
|
$430,050
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
18,260
shares
|
$419,797
0.37% of portfolio
|
Q1 2025
Reduced 28.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,177
shares
|
$417,889
0.0% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
18,070
shares
|
$415,429
0.18% of portfolio
|
Q1 2025
Reduced 41.25%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
17,913
shares
|
$411,819
0.3% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
17,746
shares
|
$407,980
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
17,729
shares
|
$407,589
0.28% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,927
shares
|
$389,151
0.08% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
16,795
shares
|
$386,117
0.22% of portfolio
|
Q1 2025
Added 36.93%
|