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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
14,811
shares
|
$347,021
0.0% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
14,797
shares
|
$346,693
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
14,454
shares
|
$338,657
0.13% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
14,395
shares
|
$337,274
0.17% of portfolio
|
Q3 2025
Reduced 41.48%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
14,049
shares
|
$329,168
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
14,016
shares
|
$328,394
0.13% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
13,964
shares
|
$327,176
0.01% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
13,756
shares
|
$322,303
0.14% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,334
shares
|
$312,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,063
shares
|
$306,066
0.01% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
12,908
shares
|
$302,434
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,427
shares
|
$291,164
0.03% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
12,140
shares
|
$284,440
0.08% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,055
shares
|
$282,448
0.0% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
12,028
shares
|
$281,816
0.2% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
11,952
shares
|
$280,035
0.04% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
11,621
shares
|
$272,280
0.01% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,529
shares
|
$270,124
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
11,013
shares
|
$258,034
0.01% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
10,439
shares
|
$244,585
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
10,376
shares
|
$243,109
0.11% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
10,315
shares
|
$241,680
0.06% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,303
shares
|
$241,399
0.14% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
10,089
shares
|
$236,385
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
10,055
shares
|
$235,588
0.11% of portfolio
|
Q3 2025
Reduced 4.1%
|
|