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 |
|---|---|---|---|---|---|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
86,075
shares
|
$2.02 Million
1.22% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
85,994
shares
|
$2.01 Million
1.08% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
84,406
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
81,163
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
80,775
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
80,148
shares
|
$1.88 Million
0.3% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
79,783
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 193.62%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
79,064
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
77,905
shares
|
$1.83 Million
0.49% of portfolio
|
Q3 2025
Added 280.41%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
76,666
shares
|
$1.8 Million
1.1% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
74,064
shares
|
$1.74 Million
1.02% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
73,741
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 42.33%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
73,441
shares
|
$1.72 Million
0.77% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
72,669
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
70,000
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
68,634
shares
|
$1.61 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
68,227
shares
|
$1.6 Million
1.41% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
65,780
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
58,634
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
57,479
shares
|
$1.35 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
55,930
shares
|
$1.31 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
55,828
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
55,697
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
55,109
shares
|
$1.29 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
55,038
shares
|
$1.29 Million
0.52% of portfolio
|
Q3 2025
Reduced 13.14%
|
|