DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFAR)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
304
Reporting holders
$1.4B
Reported value
0.1%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Willow Creek Wealth Management Inc. | $11.1M | 425,818 | 0.73% | 15q | +8.9%+$909.7K |
| 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 |
| Betterment LLC | $10.6M | 405,281 | 0.02% | 15q | +6.2%+$617.1K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $9.6M | 366,896 | 0.01% | 8q | +185.5%+$6.2M |
| Pillar Financial Advisors, LLC | $9.5M | 362,169 | 4.96% | 7q | +2.6%+$237.6K |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $4.8M | 184,946 | 0.01% | 12q | +1.0%+$45.8K |
| 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 |
| Warburton Capital Management, LLC | $4.7M | 180,576 | 1.92% | 7q | +13.0%+$543.5K |
| M Holdings Securities, Inc. | $4.7M | 176,421 | 0.64% | 5q | -6.8%-$345.5K |
| Disciplined Investments, LLC | $4.7M | 178,662 | 1.51% | 17q | +6.6%+$288.4K |
| 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 |
| Integrated Wealth Concepts LLC | $4.0M | 153,121 | 0.03% | 15q | +2.5%+$99.2K |
| Strategic Wealth Advisors LLC | $3.8M | 165,957 | 3.25% | 3q | -8.5%-$351.8K |
| 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 |
Showing the largest 100 of 304 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 93 | $438.7M | 18,143,293 | 91 | 1 | 0 | 0.0% |
| Q2 2026 | 304 | $1.4B | 51,968,540 | 23 | 129 | 78 | 0.1% |
| Q1 2026 | 291 | $1.2B | 50,255,673 | 26 | 130 | 65 | 0.0% |
| Q4 2025 | 285 | $1.1B | 47,970,785 | 20 | 129 | 66 | 0.3% |
| Q3 2025 | 260 | $1.0B | 43,509,602 | 16 | 129 | 56 | 0.0% |
| Q2 2025 | 259 | $991.8M | 42,254,547 | 29 | 106 | 74 | 0.0% |
| Q1 2025 | 244 | $968.2M | 40,789,383 | 21 | 104 | 64 | 0.1% |
| Q4 2024 | 239 | $916.9M | 39,382,471 | 11 | 103 | 52 | 0.0% |
| Q3 2024 | 209 | $850.3M | 33,285,085 | 26 | 79 | 60 | 0.0% |
| Q2 2024 | 190 | $716.5M | 32,263,690 | 13 | 95 | 47 | 0.0% |
| Q1 2024 | 188 | $621.3M | 27,810,061 | 18 | 100 | 44 | 0.0% |
| Q4 2023 | 185 | $608.8M | 26,794,790 | 36 | 82 | 36 | 0.0% |
| Q3 2023 | 145 | $470.9M | 24,022,669 | 17 | 86 | 28 | 0.0% |
| Q2 2023 | 140 | $451.2M | 20,963,926 | 12 | 86 | 32 | 0.0% |
| Q1 2023 | 136 | $389.3M | 18,119,509 | 23 | 81 | 24 | 0.0% |
| Q4 2022 | 122 | $305.0M | 14,409,673 | 41 | 48 | 12 | 0.0% |
| Q3 2022 | 68 | $12.8B | 622,505,436 | 25 | 33 | 4 | 0.0% |
| Q2 2022 | 44 | $9.7B | 421,217,724 | 31 | 11 | 1 | 0.0% |
| Q1 2022 | 16 | $14.6B | 538,631,464 | 16 | 0 | 0 | 0.0% |