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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
16,691
shares
|
$383,726
0.19% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
15,307
shares
|
$351,907
0.15% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
15,188
shares
|
$349,172
0.01% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
15,065
shares
|
$346,344
0.0% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
14,934
shares
|
$343,332
0.21% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$341,171
0.12% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,837
shares
|
$341,102
0.18% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
14,797
shares
|
$340,183
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,360
shares
|
$330,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
14,049
shares
|
$322,986
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,937
shares
|
$320,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
13,382
shares
|
$307,652
0.16% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
13,243
shares
|
$304,456
0.03% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,969
shares
|
$298,157
0.0% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
12,908
shares
|
$296,754
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
12,450
shares
|
$286,225
0.07% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
12,427
shares
|
$285,696
0.03% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
12,426
shares
|
$285,673
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
12,361
shares
|
$284,179
0.25% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
12,140
shares
|
$279,098
0.1% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
12,024
shares
|
$276,431
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
11,978
shares
|
$275,374
0.05% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,529
shares
|
$265,051
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,494
shares
|
$264,247
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
11,353
shares
|
$261,005
0.07% of portfolio
|
Q1 2025
Reduced 5.37%
|