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 246 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $989 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
119,866
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
118,918
shares
|
$2.9 Million
1.63% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
111,952
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2023
Added 3.75%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
109,249
shares
|
$2.66 Million
1.45% of portfolio
|
Q4 2024
Added 18.59%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
106,014
shares
|
$2.59 Million
0.41% of portfolio
|
Q4 2024
Added 156.26%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
105,946
shares
|
$2.58 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
105,431
shares
|
$2.57 Million
0.88% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
104,114
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
103,653
shares
|
$2.53 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
99,706
shares
|
$2.43 Million
1.17% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
96,316
shares
|
$2.35 Million
0.74% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
95,171
shares
|
$2.32 Million
0.64% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
93,927
shares
|
$2.29 Million
0.63% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
91,589
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
90,405
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
90,074
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,097
shares
|
$2.15 Million
1.27% of portfolio
|
Q4 2023
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
86,560
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2024
Added 180.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
86,247
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
81,644
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
79,928
shares
|
$1.95 Million
0.08% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
79,079
shares
|
$1.93 Million
0.98% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
79,064
shares
|
$1.93 Million
0.13% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
78,517
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
76,101
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 37761.19%
|