Institutional Ownership Dimensional ETF Tr Dimensional (DFAR)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFAR). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $862 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
2,949,526
shares
|
$73.9 Million
4.94% of portfolio
|
Q2 2024
Added 48.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,147,438
shares
|
$53.8 Million
0.07% of portfolio
|
Q2 2024
Added 18.66%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 30, 2024 Q2 2024 |
1,878,558
shares
|
$47.1 Million
11.83% of portfolio
|
Q2 2024
Added 7.76%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
1,677,775
shares
|
$42 Million
3.67% of portfolio
|
Q2 2024
Reduced 7.36%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
1,395,609
shares
|
$35 Million
0.3% of portfolio
|
Q2 2024
Added 500.61%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$33.2 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jul 29, 2024 Q2 2024 |
1,183,418
shares
|
$29.6 Million
7.59% of portfolio
|
Q2 2024
Added 5.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
1,069,007
shares
|
$26.8 Million
3.54% of portfolio
|
Q2 2024
Added 2052.44%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jul 29, 2024 Q2 2024 |
852,248
shares
|
$21.3 Million
5.51% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Aug 13, 2024 Q2 2024 |
744,463
shares
|
$18.6 Million
6.71% of portfolio
|
Q2 2024
Added 44.01%
|
|
|
Brown Financial Advisory
|
Jul 25, 2024 Q2 2024 |
591,991
shares
|
$14.8 Million
10.06% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
547,616
shares
|
$13.7 Million
2.83% of portfolio
|
Q2 2024
Added 33.07%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
516,950
shares
|
$12.9 Million
0.29% of portfolio
|
Q2 2024
Reduced 12.63%
|
|
|
Bridgewater Advisors Inc.
|
Aug 01, 2024 Q2 2024 |
496,453
shares
|
$12.4 Million
1.32% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
490,609
shares
|
$12.3 Million
0.41% of portfolio
|
Q2 2024
Added 15.08%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$11.8 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 25, 2024 Q2 2024 |
451,296
shares
|
$11.3 Million
4.05% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
436,643
shares
|
$10.9 Million
0.82% of portfolio
|
Q2 2024
Added 10.18%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
422,551
shares
|
$10.6 Million
1.23% of portfolio
|
Q4 2023
Added 68.66%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
420,335
shares
|
$10.5 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Fidato Wealth LLC
|
Aug 13, 2024 Q2 2024 |
389,815
shares
|
$9.76 Million
7.61% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Satovsky Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
385,928
shares
|
$9.67 Million
2.05% of portfolio
|
Q2 2024
Added 174.21%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
374,813
shares
|
$9.39 Million
0.01% of portfolio
|
Q2 2024
Added 6.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
351,665
shares
|
$8.81 Million
0.25% of portfolio
|
Q2 2024
Added 68.49%
|
|
|
Crestmont Private Wealth LLC
|
Jul 15, 2024 Q2 2024 |
351,363
shares
|
$8.8 Million
3.74% of portfolio
|
Q2 2024
Reduced 4.18%
|