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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
180,034
shares
|
$4.45 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
178,772
shares
|
$4.41 Million
1.55% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
177,370
shares
|
$4.38 Million
2.18% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
175,522
shares
|
$4.33 Million
1.17% of portfolio
|
Q3 2024
Added 31.81%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
172,811
shares
|
$4.27 Million
1.52% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
164,029
shares
|
$4.05 Million
1.38% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
144,976
shares
|
$3.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
135,475
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
124,931
shares
|
$3.08 Million
1.58% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
119,544
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
117,084
shares
|
$2.89 Million
1.75% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
114,684
shares
|
$2.83 Million
1.72% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
114,396
shares
|
$2.82 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
112,908
shares
|
$2.79 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
111,952
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2023
Added 3.75%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
105,142
shares
|
$2.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 43.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
104,555
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Added 252.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
99,928
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
99,477
shares
|
$2.46 Million
1.31% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
98,142
shares
|
$2.42 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
94,624
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
93,791
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
93,684
shares
|
$2.31 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
92,122
shares
|
$2.27 Million
1.41% of portfolio
|
Q3 2024
Added 19.69%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
91,416
shares
|
$2.26 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.91%
|