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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
10,873
shares
|
$249,970
0.16% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,821
shares
|
$248,774
0.01% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
10,664
shares
|
$245,165
0.16% of portfolio
|
Q1 2025
Reduced 53.7%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
10,439
shares
|
$239,992
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
10,315
shares
|
$237,141
0.08% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
9,968
shares
|
$229,164
0.05% of portfolio
|
Q4 2024
Reduced 77.09%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
9,953
shares
|
$228,819
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,852
shares
|
$226,497
0.12% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
9,479
shares
|
$217,922
0.11% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
9,326
shares
|
$214,404
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
9,231
shares
|
$212,220
0.02% of portfolio
|
Q1 2025
Reduced 33.24%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,928
shares
|
$205,254
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
8,904
shares
|
$204,702
0.02% of portfolio
|
Q1 2025
Reduced 25.92%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
8,806
shares
|
$202,449
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
8,731
shares
|
$200,725
0.08% of portfolio
|
Q1 2025
Reduced 98.71%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
8,660
shares
|
$199,093
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
8,657
shares
|
$199,024
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
7,154
shares
|
$164,470
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
6,646
shares
|
$152,791
0.0% of portfolio
|
Q4 2024
Added 29.83%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
5,914
shares
|
$135,962
0.11% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,554
shares
|
$127,686
0.0% of portfolio
|
Q1 2025
Reduced 57.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,130
shares
|
$117,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
4,970
shares
|
$114,260
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,925
shares
|
$113,225
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,645
shares
|
$106,788
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|