DIMENSIONAL ETF TRUST (DFAR)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
293
Reporting holders
$1.3B
Reported value
0.1%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | $88.1M | 3,366,656 | 0.09% | 8q | -5.8%-$5.5M |
| HighTower Advisors, LLC | $71.2M | 2,723,415 | 0.07% | 17q | +1.1%+$746.8K |
| Root Financial Partners, LLC | $60.8M | 2,326,002 | 2.36% | 14q | +9.8%+$5.5M |
| Vise Technologies, Inc. | $57.3M | 2,191,582 | 0.65% | 4q | +29.2%+$12.9M |
| PRUDENTIAL FINANCIAL INC | $52.6M | 2,011,875 | 0.06% | 7q | -8.6%-$4.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | $47.0M | 1,795,268 | 6.95% | 17q | -29.0%-$19.2M |
| RAM Investment Partners, LLC | $38.1M | 1,456,821 | 6.10% | 15q | +2.0%+$759.7K |
| Moisand Fitzgerald Tamayo, LLC | $38.1M | 1,455,484 | 3.72% | 15q | +0.8%+$284.8K |
| Savant Capital, LLC | $31.5M | 1,194,369 | 0.09% | 12q | +67.5%+$12.7M |
| GREAT OAK CAPITAL PARTNERS, LLC | $28.7M | 1,081,514 | 6.20% | 11q | +2.4%+$685.5K |
| Rather & Kittrell, Inc. | $26.4M | 1,008,922 | 3.69% | 17q | HELD |
| Beacon Pointe Advisors, LLC | $24.5M | 936,661 | 0.11% | 17q | +0.9%+$217.7K |
| Sequoia Financial Advisors, LLC | $19.8M | 757,577 | 0.10% | 14q | +7.2%+$1.3M |
| Burton Enright Welch | $19.6M | 750,411 | 2.31% | 18q | +7.5%+$1.4M |
| Wealth Dimensions Group, Ltd. | $18.8M | 717,843 | 3.36% | 15q | +2.0%+$363.8K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $17.2M | 657,049 | 1.26% | 17q | -5.5%-$991.5K |
| United Wealth Management, LLC | $15.7M | 600,451 | 3.53% | 7q | +1.0%+$150.3K |
| North Berkeley Wealth Management, LLC | $15.5M | 592,931 | 6.27% | 3q | +40.8%+$4.5M |
| Fidato Wealth LLC | $14.2M | 543,699 | 8.31% | 11q | +2.1%+$293.5K |
| LRI Investments, LLC | $13.6M | 518,972 | 1.09% | 6q | +12.2%+$1.5M |
| Core Wealth Management, Inc. | $13.2M | 504,582 | 3.71% | 15q | +4.0%+$503.1K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $13.1M | 502,097 | 1.04% | 9q | +10.2%+$1.2M |
| Pathstone Holdings, LLC | $12.3M | 470,402 | 0.04% | 11q | -7.7%-$1.0M |
| Concurrent Investment Advisors, LLC | $12.3M | 469,889 | 0.10% | 2q | +5.2%+$602.5K |
| Focus Partners Advisor Solutions, LLC | $11.8M | 451,563 | 0.10% | 8q | +5.3%+$595.5K |
| Onyx Financial Advisors, LLC | $11.6M | 441,767 | 4.16% | 15q | +6.9%+$746.3K |
| PINNEY & SCOFIELD, INC. | $11.5M | 439,581 | 5.62% | 7q | +1.9%+$216.0K |
| Aspen Wealth Management LLC | $11.5M | 438,451 | 1.95% | 16q | +12.5%+$1.3M |
| SATOVSKY ASSET MANAGEMENT LLC | $11.4M | 435,281 | 1.82% | 17q | +1.7%+$189.5K |
| RAYMOND JAMES FINANCIAL INC | $11.0M | 420,815 | 0.00% | 7q | -8.2%-$981.2K |
| Timonier Family Office, LTD. | $10.8M | 414,263 | 3.06% | 6q | +1.8%+$190.4K |
| LPL Financial LLC | $10.8M | 412,325 | 0.00% | 15q | +7.9%+$789.6K |
| Forum Financial Management, LP | $10.4M | 395,886 | 0.13% | 17q | -1.3%-$136.6K |
| Apella Capital, LLC | $10.3M | 386,053 | 0.15% | 10q | -0.6%-$57.0K |
| Crestmont Private Wealth LLC | $10.2M | 390,810 | 2.87% | 11q | +15.2%+$1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $9.7M | 369,872 | 0.01% | 12q | +101.9%+$4.9M |
| Pillar Financial Advisors, LLC | $9.5M | 362,169 | 4.96% | 7q | +2.6%+$237.6K |
| Disciplined Investments, LLC | $9.3M | 357,324 | 1.51% | 17q | +113.2%+$5.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $8.7M | 332,365 | 0.06% | 2q | +347.5%+$6.8M |
| Straight Path Wealth Management | $8.6M | 329,831 | 2.02% | 17q | +2.4%+$202.3K |
| D. E. Shaw & Co., Inc. | $8.5M | 323,800 | 0.00% | 3q | +1751.4%+$8.0M |
| Financial Harvest, LLC | $8.4M | 320,415 | 3.47% | 5q | +8.9%+$684.1K |
| Atria Investments, Inc | $8.3M | 318,109 | 0.08% | new | NEW |
| Dynamic Advisor Solutions LLC | $8.1M | 308,340 | 0.23% | 15q | -2.0%-$163.5K |
| CURIO WEALTH, LLC | $7.9M | 300,258 | 2.44% | 7q | +5.4%+$404.4K |
| AWM CAPITAL, LLC | $7.6M | 291,455 | 0.61% | 8q | +9.9%+$686.0K |
| Vannoy Advisory Group, Inc. | $7.4M | 282,604 | 4.18% | 11q | HELD |
| Integrated Wealth Concepts LLC | $6.8M | 259,260 | 0.03% | 15q | +73.6%+$2.9M |
| Beaird Harris Wealth Management, LLC | $6.8M | 258,386 | 0.42% | 18q | -38.1%-$4.2M |
| Pinnacle Financial Group, LLC / IL | $6.7M | 257,634 | 1.64% | 14q | HELD |
| Private Advisor Group, LLC | $6.7M | 256,111 | 0.03% | 11q | -12.8%-$986.7K |
| Oceanside Advisors LLC | $6.5M | 247,176 | 3.26% | 11q | +5.1%+$313.3K |
| Chicago Partners Investment Group LLC | $6.4M | 239,698 | 0.13% | 18q | +9.6%+$564.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.1M | 233,218 | 0.00% | 8q | +10.0%+$555.8K |
| Integrity Wealth Solutions LLC | $6.1M | 231,797 | 2.24% | 11q | +10.8%+$590.5K |
| Gradient Capital Advisors, LLC | $5.7M | 219,228 | 1.33% | 18q | +2.3%+$131.6K |
| GRAND WEALTH MANAGEMENT, LLC | $5.7M | 218,910 | 2.39% | 18q | +7.2%+$384.2K |
| Seneschal Advisors, LLC | $5.7M | 216,478 | 3.88% | 7q | +1.5%+$84.3K |
| Citrine Capital LLC | $5.6M | 213,752 | 2.07% | 7q | +14.5%+$706.3K |
| Modera Wealth Management, LLC | $5.4M | 207,614 | 0.06% | 7q | +2084.3%+$5.2M |
| LEGACY FINANCIAL GROUP, INC. | $5.3M | 201,626 | 1.23% | 13q | -0.6%-$31.3K |
| Hurlow Wealth Management Group, Inc. | $5.2M | 197,803 | 1.08% | 5q | +20.7%+$885.9K |
| Diversify Advisory Services, LLC | $5.2M | 189,461 | 0.09% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $5.2M | 189,461 | 0.09% | 9q | -4.8%-$259.7K |
| DecisionPoint Financial, LLC | $5.1M | 194,205 | 0.94% | 15q | HELD |
| Arcadia Wealth Management, Inc. | $5.1M | 193,909 | 2.42% | 7q | +5.1%+$246.5K |
| SUMMIT WEALTH GROUP LLC / CO | $4.9M | 187,675 | 0.41% | 3q | +2.4%+$117.4K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $4.8M | 184,840 | 3.76% | 3q | +11.4%+$494.7K |
| Rachor Investment Advisory Services, LLC | $4.8M | 181,735 | 2.34% | 3q | +3.0%+$137.6K |
| AE Wealth Management LLC | $4.7M | 178,564 | 0.02% | 17q | +3.7%+$166.9K |
| Strathmore Capital Advisors, Inc. | $4.7M | 172,699 | 1.26% | 6q | +13.3%+$547.9K |
| BCU Wealth Advisors, LLC | $4.6M | 177,401 | 1.54% | 11q | +4.3%+$192.6K |
| ENVESTNET ASSET MANAGEMENT INC | $4.6M | 174,214 | 0.00% | 15q | +2.4%+$108.0K |
| Ruedi Wealth Management, Inc. | $4.5M | 172,857 | 1.06% | 15q | +2.2%+$98.4K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $4.3M | 164,429 | 2.51% | 7q | +4.2%+$172.7K |
| Burk Holdings LLC | $4.3M | 163,133 | 1.58% | 7q | HELD |
| Evanson Financial, LLC | $4.2M | 162,029 | 0.21% | new | FIRST |
| MARYLAND CAPITAL ADVISORS INC. | $4.1M | 158,322 | 1.33% | 17q | -3.0%-$126.6K |
| MML INVESTORS SERVICES, LLC | $4.1M | 156,587 | 0.01% | 15q | +36.9%+$1.1M |
| Creative Planning | $4.0M | 154,582 | 0.00% | 11q | -3.2%-$131.7K |
| Rockwood Wealth Management, LLC | $4.0M | 153,284 | 0.25% | 16q | -6.0%-$253.8K |
| Aprio Wealth Management, LLC | $3.7M | 141,595 | 0.18% | 9q | -2.2%-$83.7K |
| Squire Investment Management Company, LLC | $3.6M | 136,916 | 0.86% | 6q | +0.5%+$19.0K |
| Glass Jacobson Investment Advisors llc | $3.5M | 133,373 | 1.09% | 14q | +6.0%+$197.3K |
| Johnson Wealth Management, LLC | $3.4M | 129,673 | 1.44% | 4q | +2.6%+$87.1K |
| PFG Advisors | $3.3M | 127,782 | 0.17% | 14q | +0.5%+$16.7K |
| Tillman Hartley LLC | $3.2M | 121,684 | 0.72% | 15q | HELD |
| BUILDER INVESTMENT GROUP INC /ADV | $3.2M | 121,280 | 0.63% | 15q | +1.9%+$60.6K |
| OSAIC HOLDINGS, INC. | $3.2M | 120,455 | 0.00% | 16q | +26.5%+$659.8K |
| Note Advisors, LLC | $3.0M | 114,242 | 1.30% | 7q | +19.4%+$485.2K |
| Summit Wealth Group, LLC | $3.0M | 113,079 | 0.60% | 14q | +2.7%+$77.9K |
| RENAISSANCE TECHNOLOGIES LLC | $2.9M | 110,900 | 0.00% | new | NEW |
| Pacific Asset Management, LLC | $2.9M | 109,022 | 1.40% | 7q | +5.1%+$138.6K |
| DWR WEALTH MANAGEMENT, LLC | $2.8M | 106,535 | 2.12% | 3q | +21.0%+$491.9K |
| NORTHERN TRUST CORP | $2.8M | 108,349 | 0.00% | new | NEW |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $2.8M | 107,609 | 1.47% | 16q | +16.3%+$395.0K |
| Applied Capital LLC | $2.7M | 103,831 | 0.88% | 17q | +4.2%+$109.2K |
| CarsonAllaria Wealth Management, Ltd. | $2.6M | 99,348 | 1.13% | 18q | +2.5%+$62.3K |
| Allworth Financial LP | $2.6M | 98,751 | 0.01% | 17q | -4.1%-$109.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 97,709 | 0.00% | 12q | +5.3%+$130.0K |
Showing the largest 100 of 302 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 293 | $1.3B | 50,691,634 | 21 | 125 | 74 | 0.1% |
| Q1 2026 | 283 | $1.2B | 49,082,972 | 26 | 123 | 64 | 0.0% |
| Q4 2025 | 277 | $1.1B | 47,062,597 | 20 | 125 | 66 | 0.3% |
| Q3 2025 | 252 | $1.0B | 42,423,780 | 16 | 124 | 54 | 0.0% |
| Q2 2025 | 249 | $961.2M | 40,949,302 | 27 | 102 | 70 | 0.0% |
| Q1 2025 | 234 | $933.1M | 39,312,835 | 21 | 98 | 60 | 0.1% |
| Q4 2024 | 229 | $890.1M | 38,231,141 | 11 | 97 | 51 | 0.0% |
| Q3 2024 | 200 | $822.9M | 32,207,345 | 25 | 74 | 58 | 0.0% |
| Q2 2024 | 182 | $695.7M | 31,326,563 | 13 | 88 | 46 | 0.0% |
| Q1 2024 | 176 | $596.8M | 26,717,068 | 17 | 93 | 42 | 0.0% |
| Q4 2023 | 173 | $586.0M | 25,793,751 | 32 | 75 | 35 | 0.0% |
| Q3 2023 | 134 | $454.5M | 23,179,567 | 16 | 80 | 26 | 0.0% |
| Q2 2023 | 127 | $437.2M | 20,317,003 | 9 | 81 | 29 | 0.0% |
| Q1 2023 | 123 | $367.9M | 17,122,183 | 20 | 75 | 21 | 0.0% |
| Q4 2022 | 103 | $277.3M | 13,102,735 | 32 | 44 | 6 | 0.0% |
| Q3 2022 | 68 | $119.8M | 5,828,730 | 25 | 33 | 4 | 0.0% |
| Q2 2022 | 44 | $81.4M | 3,521,838 | 31 | 11 | 1 | 0.0% |
| Q1 2022 | 16 | $27.4M | 1,008,625 | 16 | 0 | 0 | 0.0% |