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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,921
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
51,395
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
49,924
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
48,296
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
48,047
shares
|
$1.13 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
48,024
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
47,804
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
47,523
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
46,497
shares
|
$1.09 Million
0.36% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
46,180
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
45,790
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
45,006
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
44,021
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
43,920
shares
|
$1.03 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
43,049
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
43,016
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
42,813
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
41,549
shares
|
$973,493
0.26% of portfolio
|
Q3 2025
Reduced 16.36%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
40,737
shares
|
$954,467
0.14% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39,908
shares
|
$935,044
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
39,308
shares
|
$920,986
0.91% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
38,667
shares
|
$905,967
0.19% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
37,085
shares
|
$868,901
0.59% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
36,586
shares
|
$857,209
0.0% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
36,025
shares
|
$844,065
0.48% of portfolio
|
Q3 2025
Added 1.04%
|
|