Dimensional ETF Tr Dimensional DFAR
Institutional shares held
43.3 Million
27.2K
calls
10K
puts
Total value of holdings
$1.02B
$641K
calls
$235K
puts
# of Institutions
263
We take great care to ensure that the data presented and summarized in this overview for DIMENSIONAL ETF TR DIMENSIONAL is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DFAR
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Vista Wealth Management Group, LLC3.13MShares$73.9 Million5.07% of portfolio
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High Tower Advisors, LLC Chicago, IL2.55MShares$60.1 Million0.08% of portfolio
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Prudential Financial Inc Newark, NJ2.34MShares$55.3 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.9 Million3.75% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$31.3 Million2.99% of portfolio
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Ram Investment Partners, LLC Bellevue, WA1.22MShares$28.8 Million7.16% of portfolio
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Moisand Fitzgerald Tamayo, LLC1.13MShares$26.6 Million3.85% of portfolio
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Root Financial Partners, LLC Solana Beach, CA1.11MShares$26.2 Million2.81% of portfolio
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Rather & Kittrell, Inc. Knoxville, TN856KShares$20.2 Million4.87% of portfolio