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 |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 26, 2024 Q2 2024 |
50,672
shares
|
$1.24 Million
0.64% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
46,315
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
46,180
shares
|
$1.13 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
45,889
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Added 221.01%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
45,883
shares
|
$1.12 Million
1.08% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
43,874
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 07, 2024 Q2 2024 |
43,503
shares
|
$1.06 Million
0.21% of portfolio
|
Q2 2024
Reduced 15.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
42,026
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Added 211.63%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
41,119
shares
|
$1.01 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
40,518
shares
|
$991,070
0.0% of portfolio
|
Q2 2024
Added 256.89%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
40,460
shares
|
$989,651
0.01% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
38,545
shares
|
$942,810
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
37,881
shares
|
$926,569
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
36,640
shares
|
$896,214
0.67% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
36,273
shares
|
$887,237
0.04% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
34,840
shares
|
$852,186
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
33,955
shares
|
$830,539
0.33% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
30,910
shares
|
$756,058
0.03% of portfolio
|
Q3 2024
Added 50.09%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
30,375
shares
|
$742,972
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
30,281
shares
|
$740,673
0.8% of portfolio
|
Q3 2024
Reduced 22.96%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2024 Q4 2023 |
30,190
shares
|
$738,447
0.63% of portfolio
|
Q4 2023
Added 154.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
29,662
shares
|
$725,532
0.0% of portfolio
|
Q2 2024
Reduced 10.56%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
27,350
shares
|
$668,981
0.5% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Tag Stone Capital, Inc.
|
Aug 13, 2024 Q2 2024 |
27,311
shares
|
$668,027
0.35% of portfolio
|
Q2 2024
Added 7.6%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
26,781
shares
|
$655,063
0.07% of portfolio
|
Q2 2024
Reduced 0.35%
|