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 206 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
353,693
shares
|
$8.65 Million
3.96% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
351,121
shares
|
$8.59 Million
2.21% of portfolio
|
Q2 2024
Added 23.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
331,406
shares
|
$8.11 Million
0.1% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
329,062
shares
|
$8.05 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
327,661
shares
|
$8.01 Million
5.51% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 08, 2024 Q2 2024 |
300,703
shares
|
$7.36 Million
2.87% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
291,203
shares
|
$7.12 Million
1.29% of portfolio
|
Q3 2024
Added 81.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
289,837
shares
|
$7.09 Million
2.36% of portfolio
|
Q1 2024
Added 7.77%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
281,362
shares
|
$6.88 Million
3.96% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
273,892
shares
|
$6.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
262,437
shares
|
$6.42 Million
0.0% of portfolio
|
Q2 2024
Added 18.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,899
shares
|
$6.06 Million
0.01% of portfolio
|
Q3 2024
Added 50.85%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
246,492
shares
|
$6.03 Million
4.6% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
243,063
shares
|
$5.95 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
219,250
shares
|
$5.36 Million
0.05% of portfolio
|
Q2 2024
Added 13.87%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
217,984
shares
|
$5.33 Million
1.18% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
216,352
shares
|
$5.29 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
213,496
shares
|
$5.22 Million
0.4% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
194,717
shares
|
$4.76 Million
1.21% of portfolio
|
Q3 2023
Added 28.11%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
192,643
shares
|
$4.71 Million
0.75% of portfolio
|
Q4 2023
Added 29.57%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
187,972
shares
|
$4.6 Million
0.17% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Carlson Capital Management
|
Jul 11, 2024 Q2 2024 |
187,263
shares
|
$4.58 Million
0.33% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
182,712
shares
|
$4.47 Million
3.49% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
180,457
shares
|
$4.41 Million
0.01% of portfolio
|
Q2 2024
Added 20.47%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
180,034
shares
|
$4.4 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.27%
|