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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
154,424
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
151,454
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
145,517
shares
|
$3.41 Million
2.03% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
144,956
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
143,324
shares
|
$3.36 Million
0.03% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
143,207
shares
|
$3.36 Million
0.38% of portfolio
|
Q3 2025
Reduced 79.24%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
138,179
shares
|
$3.24 Million
1.38% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
137,635
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.68%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
136,941
shares
|
$3.21 Million
2.41% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
128,927
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
Added 18.08%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
118,512
shares
|
$2.78 Million
1.16% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
117,343
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
111,952
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2023
Added 3.75%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
108,538
shares
|
$2.54 Million
1.38% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
108,529
shares
|
$2.54 Million
0.84% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
104,613
shares
|
$2.45 Million
0.11% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
103,365
shares
|
$2.42 Million
0.62% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
101,711
shares
|
$2.38 Million
1.46% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
101,090
shares
|
$2.37 Million
1.3% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
98,790
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
98,405
shares
|
$2.31 Million
0.53% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
97,622
shares
|
$2.29 Million
0.84% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
89,092
shares
|
$2.09 Million
0.91% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
89,051
shares
|
$2.09 Million
0.55% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,097
shares
|
$2.06 Million
1.27% of portfolio
|
Q4 2023
New holding
|
|