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 256 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $976 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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 Million
5.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,338,083
shares
|
$54.5 Million
0.08% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
2,014,213
shares
|
$46.9 Million
11.74% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,681,171
shares
|
$39.2 Million
3.61% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$30.9 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,219,650
shares
|
$28.4 Million
7.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,127,983
shares
|
$26.3 Million
3.85% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,110,962
shares
|
$25.9 Million
2.81% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
1,106,700
shares
|
$25.8 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,012,187
shares
|
$23.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 19.79%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
849,094
shares
|
$19.8 Million
5.06% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
819,010
shares
|
$19.1 Million
6.2% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
677,870
shares
|
$15.8 Million
0.11% of portfolio
|
Q4 2024
Added 6022.93%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
601,887
shares
|
$14 Million
1.15% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
539,518
shares
|
$12.6 Million
1.11% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
510,780
shares
|
$11.9 Million
0.11% of portfolio
|
Q1 2025
Added 45.15%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
482,405
shares
|
$11.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
479,767
shares
|
$11.2 Million
3.57% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
478,110
shares
|
$11.1 Million
2.72% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$10.9 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
467,625
shares
|
$10.9 Million
7.71% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
447,978
shares
|
$10.4 Million
4.09% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
443,858
shares
|
$10.3 Million
1.09% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
417,898
shares
|
$9.74 Million
7.14% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
402,390
shares
|
$9.38 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.33%
|