DFAR · Insider trading · 13F holders · Congress trades
Dfa Invt Dimensions Group in (DFAR)
Who is buying and selling DFAR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 94
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFAR at a glance
- No open-market insider purchases or sales of DFAR were filed in the last 90 days.
- 94 13F filers hold DFAR among their 50 largest positions, worth $686.9M combined. The biggest bets by portfolio weight are Fidato Wealth LLC (7.4%), North Berkeley Wealth Management, LLC (6.3%) and Great Oak Capital Partners, LLC (6.2%). In their latest 13Fs, 9 managers opened a new position and 17 added to one.
- No member of Congress has disclosed a trade in DFAR.
DFAR insider trading
No open-market insider purchases or sales of DFAR were filed in the last 90 days.
Who owns DFAR? Hedge funds and superinvestors
94 13F filers hold DFAR among their 50 largest positions, worth $686.9M combined. The biggest bets by portfolio weight are Fidato Wealth LLC (7.4%), North Berkeley Wealth Management, LLC (6.3%) and Great Oak Capital Partners, LLC (6.2%). In their latest 13Fs, 9 managers opened a new position and 17 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Root Financial Partners, LLCWealth manager | 2.1% | $62.7M | 2,595,402 | — | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 0.5% | $61.2M | 2,534,292 | — | Q3 2026 |
| Elwood & Goetz Wealth Advisory Group, LLCWealth manager | 6.1% | $44.6M | 1,844,008 | — | Q3 2026 |
| RAM Investment Partners, LLCWealth manager | 5.6% | $35.6M | 1,472,359 | — | Q3 2026 |
| Great Oak Capital Partners, LLCWealth manager | 6.2% | $28.7M | 1,081,514 | +2.4% shares | Q2 2026 |
| Rather & Kittrell, Inc.Wealth manager | 3.7% | $26.4M | 1,008,922 | +0.4% shares | Q2 2026 |
| Burton Enright WelchWealth manager | 2.3% | $19.6M | 750,411 | +7.5% shares | Q2 2026 |
| Wealth Dimensions Group, Ltd.Wealth manager | 3.4% | $18.8M | 717,843 | +2.0% shares | Q2 2026 |
| United Wealth Management, LLCWealth manager | 3.5% | $15.7M | 600,451 | +1.0% shares | Q2 2026 |
| North Berkeley Wealth Management, LLCWealth manager | 6.3% | $15.5M | 592,931 | +40.8% shares | Q2 2026 |
| LRI Investments, LLCWealth manager | 1.1% | $13.6M | 518,972 | +12.2% shares | Q2 2026 |
| Fidato Wealth LLCWealth manager | 7.4% | $13.6M | 561,392 | New | Q3 2026 |
| Jackson Thornton Wealth Management, LLCWealth manager | 1.0% | $13.1M | 502,097 | +10.2% shares | Q2 2026 |
| Core Wealth Management, Inc.Wealth manager | 3.7% | $12.3M | 508,374 | New | Q3 2026 |
| Pinney & Scofield, Inc.Wealth manager | 5.6% | $11.5M | 439,581 | +1.9% shares | Q2 2026 |
| Satovsky Asset Management LLCWealth manager | 1.8% | $11.4M | 435,281 | +1.7% shares | Q2 2026 |
| Onyx Financial Advisors, LLCWealth manager | 3.9% | $10.9M | 450,449 | New | Q3 2026 |
| Timonier Family Office, LTD.Wealth manager | 3.1% | $10.8M | 414,263 | +1.8% shares | Q2 2026 |
| Aspen Wealth Management LLCWealth manager | 1.7% | $10.4M | 430,599 | — | Q3 2026 |
| Crestmont Private Wealth LLCWealth manager | 2.9% | $10.2M | 390,810 | +15.2% shares | Q2 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 0.7% | $10.1M | 417,787 | — | Q3 2026 |
| Forum Financial Management, LPWealth manager | 0.1% | $9.5M | 392,214 | — | Q3 2026 |
| Awm Capital, LLCWealth manager | 0.6% | $8.9M | 366,669 | — | Q3 2026 |
| Straight Path Wealth ManagementWealth manager | 1.9% | $8.4M | 349,304 | — | Q3 2026 |
| Curio Wealth, LLCWealth manager | 2.4% | $7.9M | 300,258 | +5.4% shares | Q2 2026 |
| Vannoy Advisory Group, Inc.Wealth manager | 3.9% | $6.8M | 282,956 | New | Q3 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 0.4% | $6.8M | 258,386 | -38.1% shares | Q2 2026 |
| Oceanside Advisors LLCWealth manager | 3.3% | $6.5M | 247,176 | +5.1% shares | Q2 2026 |
| Pinnacle Financial Group, LLC / ILWealth manager | 1.5% | $6.1M | 252,273 | — | Q3 2026 |
| Integrity Wealth Solutions LLCWealth manager | 2.2% | $6.1M | 231,797 | +10.8% shares | Q2 2026 |
The 30 largest of 94 positions, by value. Each manager counts with its latest 13F (Q3 2026: 42, Q2 2026: 52). Screen DFAR in the grand portfolio →
DFAR stock trades by members of Congress
No member of Congress has disclosed a trade in DFAR.
DFAR questions and answers
Are insiders buying DFAR stock?
No open-market insider purchases or sales of DFAR were filed in the last 90 days.
Which hedge funds own DFAR?
94 13F filers hold DFAR among their 50 largest positions, worth $686.9M combined. The biggest bets by portfolio weight are Fidato Wealth LLC (7.4%), North Berkeley Wealth Management, LLC (6.3%) and Great Oak Capital Partners, LLC (6.2%). In their latest 13Fs, 9 managers opened a new position and 17 added to one.
Has Congress traded DFAR?
No member of Congress has disclosed a trade in DFAR.
Who is the largest holder of DFAR?
Among 13F filers, Root Financial Partners, LLC reports the largest DFAR position, $62.7M (2,595,402 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Fidato Wealth LLC's: 7.4% of its portfolio.
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