# DIMENSIONAL ETF TRUST (DFAR)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DFAR/

- Reporting holders: 302
- Reported value: $1.4B
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Focus Partners Wealth](https://holderbook.com/funds/1542153-focus-partners-wealth/) | $88.1M | 3,366,656 | 0.1% | 8 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $71.2M | 2,723,415 | 0.1% | 17 |
| [Root Financial Partners, LLC](https://holderbook.com/funds/1977181-root-financial-partners-llc/) | $60.8M | 2,326,002 | 2.4% | 14 |
| [Vise Technologies, Inc.](https://holderbook.com/funds/1812090-vise-technologies-inc/) | $57.3M | 2,191,582 | 0.6% | 4 |
| [PRUDENTIAL FINANCIAL INC](https://holderbook.com/funds/1137774-prudential-financial-inc/) | $52.6M | 2,011,875 | 0.1% | 7 |
| [Elwood & Goetz Wealth Advisory Group, LLC](https://holderbook.com/funds/1752758-elwood-goetz-wealth-advisory-group-llc/) | $47.0M | 1,795,268 | 6.9% | 17 |
| [RAM Investment Partners, LLC](https://holderbook.com/funds/1989672-ram-investment-partners-llc/) | $38.1M | 1,456,821 | 6.1% | 15 |
| [Moisand Fitzgerald Tamayo, LLC](https://holderbook.com/funds/1649107-moisand-fitzgerald-tamayo-llc/) | $38.1M | 1,455,484 | 3.7% | 15 |
| [Savant Capital, LLC](https://holderbook.com/funds/1482880-savant-capital-llc/) | $31.5M | 1,194,369 | 0.1% | 12 |
| [Frankly Finances, LLC](https://holderbook.com/funds/2096338-frankly-finances-llc/) | $31.4M | 61,186 | 1.7% | 3 |
| [GREAT OAK CAPITAL PARTNERS, LLC](https://holderbook.com/funds/2012868-great-oak-capital-partners-llc/) | $28.7M | 1,081,514 | 6.2% | 11 |
| [Rather & Kittrell, Inc.](https://holderbook.com/funds/1582112-rather-kittrell-inc/) | $26.4M | 1,008,922 | 3.7% | 17 |
| [Beacon Pointe Advisors, LLC](https://holderbook.com/funds/1744317-beacon-pointe-advisors-llc/) | $24.5M | 936,661 | 0.1% | 17 |
| [Sequoia Financial Advisors, LLC](https://holderbook.com/funds/1599900-sequoia-financial-advisors-llc/) | $19.8M | 757,577 | 0.1% | 14 |
| [Burton Enright Welch](https://holderbook.com/funds/2105919-burton-enright-welch/) | $19.6M | 750,411 | 2.3% | 18 |
| [Wealth Dimensions Group, Ltd.](https://holderbook.com/funds/1846462-wealth-dimensions-group-ltd/) | $18.8M | 717,843 | 3.4% | 15 |
| [PHILLIPS FINANCIAL MANAGEMENT, LLC](https://holderbook.com/funds/1350660-phillips-financial-management-llc/) | $17.2M | 657,049 | 1.3% | 17 |
| [United Wealth Management, LLC](https://holderbook.com/funds/2055362-united-wealth-management-llc/) | $15.7M | 600,451 | 3.5% | 7 |
| [North Berkeley Wealth Management, LLC](https://holderbook.com/funds/2062383-north-berkeley-wealth-management-llc/) | $15.5M | 592,931 | 6.3% | 3 |
| [Fidato Wealth LLC](https://holderbook.com/funds/1711360-fidato-wealth-llc/) | $14.2M | 543,699 | 8.3% | 11 |
| [LRI Investments, LLC](https://holderbook.com/funds/2023325-lri-investments-llc/) | $13.6M | 518,972 | 1.1% | 6 |
| [Core Wealth Management, Inc.](https://holderbook.com/funds/1965150-core-wealth-management-inc/) | $13.2M | 504,582 | 3.7% | 15 |
| [JACKSON THORNTON WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1903880-jackson-thornton-wealth-management-llc/) | $13.1M | 502,097 | 1.0% | 9 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $12.3M | 470,402 | 0.0% | 11 |
| [Concurrent Investment Advisors, LLC](https://holderbook.com/funds/2001015-concurrent-investment-advisors-llc/) | $12.3M | 469,889 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 302 | $1.4B |
| Q1 2026 | 290 | $1.2B |
| Q4 2025 | 285 | $1.1B |
| Q3 2025 | 260 | $1.0B |
| Q2 2025 | 259 | $991.8M |
| Q1 2025 | 244 | $968.2M |
| Q4 2024 | 239 | $916.9M |
| Q3 2024 | 209 | $850.3M |
| Q2 2024 | 190 | $716.5M |
| Q1 2024 | 188 | $621.3M |
| Q4 2023 | 185 | $608.8M |
| Q3 2023 | 145 | $470.9M |