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 |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,097
shares
|
$2.15 Million
1.27% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
86,247
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
85,045
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2024
Added 7.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
84,867
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2024
Reduced 12.21%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
83,242
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2024
Added 19.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
82,554
shares
|
$2.02 Million
0.66% of portfolio
|
Q2 2024
Added 9.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
81,670
shares
|
$2 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
81,548
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
81,290
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Aug 01, 2024 Q2 2024 |
76,970
shares
|
$1.88 Million
1.26% of portfolio
|
Q2 2024
Added 15.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
75,138
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
71,532
shares
|
$1.75 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
70,409
shares
|
$1.72 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
69,955
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
68,380
shares
|
$1.67 Million
0.47% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
67,354
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
67,300
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Jentner Corp
|
Aug 14, 2024 Q2 2024 |
67,180
shares
|
$1.64 Million
0.64% of portfolio
|
Q2 2024
Reduced 29.1%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
57,884
shares
|
$1.42 Million
0.99% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
56,165
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
55,127
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
54,921
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
53,650
shares
|
$1.31 Million
1.26% of portfolio
|
Q3 2024
Reduced 24.97%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
51,395
shares
|
$1.26 Million
0.26% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 02, 2024 Q2 2024 |
50,904
shares
|
$1.25 Million
0.77% of portfolio
|
Q2 2024
Added 16.54%
|