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 |
|---|---|---|---|---|---|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
413,093
shares
|
$9.68 Million
1.97% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
405,267
shares
|
$9.5 Million
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
401,568
shares
|
$9.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
391,044
shares
|
$9.16 Million
0.81% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
384,378
shares
|
$9.01 Million
3.0% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
373,824
shares
|
$8.76 Million
0.92% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
368,860
shares
|
$8.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
368,461
shares
|
$8.63 Million
0.08% of portfolio
|
Q3 2025
Added 37.58%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
348,105
shares
|
$8.16 Million
0.02% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
347,248
shares
|
$8.14 Million
1.86% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
333,430
shares
|
$7.81 Million
4.94% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
332,630
shares
|
$7.79 Million
2.62% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 21, 2025 Q3 2025 |
332,475
shares
|
$7.79 Million
3.51% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
289,837
shares
|
$6.79 Million
2.36% of portfolio
|
Q1 2024
Added 7.77%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
274,090
shares
|
$6.42 Million
4.11% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
264,288
shares
|
$6.19 Million
1.69% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
260,677
shares
|
$6.11 Million
0.51% of portfolio
|
Q3 2025
Added 75.86%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
260,654
shares
|
$6.11 Million
4.06% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
258,635
shares
|
$6.06 Million
0.63% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
255,737
shares
|
$5.99 Million
1.91% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,899
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2024
Added 50.85%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
244,351
shares
|
$5.73 Million
0.72% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
243,300
shares
|
$5.7 Million
2.38% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
242,676
shares
|
$5.69 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
240,584
shares
|
$5.64 Million
3.87% of portfolio
|
Q3 2025
Added 7.63%
|
|