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 218 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $875 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,949,846
shares
|
$72.8 Million
5.23% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,195,896
shares
|
$54.2 Million
0.08% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
1,925,673
shares
|
$47.5 Million
12.28% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
1,626,622
shares
|
$40.2 Million
3.86% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,327,345
shares
|
$32.8 Million
2.99% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,261,967
shares
|
$31.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
1,196,984
shares
|
$29.6 Million
7.99% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,075,706
shares
|
$26.6 Million
3.93% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
834,362
shares
|
$20.6 Million
5.66% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
779,202
shares
|
$19.2 Million
6.74% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
749,134
shares
|
$18.5 Million
3.07% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
575,579
shares
|
$14.2 Million
10.44% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
543,588
shares
|
$13.4 Million
1.45% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
491,274
shares
|
$12.1 Million
0.46% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
471,734
shares
|
$11.6 Million
0.96% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
469,441
shares
|
$11.6 Million
3.16% of portfolio
|
Q2 2023
Added 23.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
451,296
shares
|
$11.1 Million
4.05% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
422,551
shares
|
$10.4 Million
1.23% of portfolio
|
Q4 2023
Added 68.66%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
410,446
shares
|
$10.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
395,535
shares
|
$9.77 Million
2.57% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
391,307
shares
|
$9.66 Million
2.26% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
390,901
shares
|
$9.65 Million
8.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
380,655
shares
|
$9.4 Million
2.99% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
379,501
shares
|
$9.37 Million
0.23% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
378,558
shares
|
$9.35 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|