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 279 institutions that hold shares in the stock, with a total of 45.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,131,148
shares
|
$73.4 Million
5.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
2,489,800
shares
|
$58.3 Million
0.07% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,379,046
shares
|
$55.7 Million
0.07% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
2,198,522
shares
|
$51.5 Million
10.63% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,582,489
shares
|
$37.1 Million
2.33% of portfolio
|
Q3 2025
Added 50.09%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$31.1 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,314,870
shares
|
$30.8 Million
5.88% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,271,890
shares
|
$29.8 Million
3.73% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,079,686
shares
|
$25.3 Million
2.01% of portfolio
|
Q3 2025
Reduced 39.64%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
920,974
shares
|
$21.6 Million
5.78% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
913,843
shares
|
$21.4 Million
4.3% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
696,187
shares
|
$16.3 Million
1.15% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
652,873
shares
|
$15.3 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
566,884
shares
|
$13.3 Million
2.79% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
562,818
shares
|
$13.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
543,390
shares
|
$12.7 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
496,897
shares
|
$11.6 Million
3.22% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2025 Q3 2025 |
490,659
shares
|
$11.5 Million
7.69% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
486,044
shares
|
$11.4 Million
0.39% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
481,835
shares
|
$11.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$11 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
468,720
shares
|
$11 Million
3.6% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
465,050
shares
|
$10.9 Million
1.44% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
432,104
shares
|
$10.1 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
413,300
shares
|
$9.68 Million
0.3% of portfolio
|
Q3 2025
Added 4.4%
|
|