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 200 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $885 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,562
shares
|
$689,018
0.06% of portfolio
|
Q4 2022
New holding
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Aug 13, 2024 Q2 2024 |
23,881
shares
|
$619,473
0.14% of portfolio
|
Q2 2024
Reduced 63.4%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
23,654
shares
|
$613,584
0.14% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
23,590
shares
|
$611,924
0.39% of portfolio
|
Q1 2023
Added 78.85%
|
|
Austin Asset Management CO Inc
|
Aug 12, 2024 Q2 2024 |
22,600
shares
|
$586,244
0.11% of portfolio
|
Q4 2023
Added 69.92%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
21,627
shares
|
$561,004
0.1% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
21,165
shares
|
$549,020
0.19% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
20,660
shares
|
$535,920
0.27% of portfolio
|
Q2 2024
Added 13.33%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
20,594
shares
|
$534,208
0.02% of portfolio
|
Q2 2024
Added 1.2%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
19,588
shares
|
$508,112
0.02% of portfolio
|
Q2 2024
Reduced 42.91%
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 24, 2024 Q2 2024 |
19,274
shares
|
$499,967
0.16% of portfolio
|
Q4 2023
New holding
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jul 30, 2024 Q2 2024 |
19,266
shares
|
$499,760
0.27% of portfolio
|
Q2 2024
Added 0.63%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jul 16, 2024 Q2 2024 |
18,597
shares
|
$482,406
0.28% of portfolio
|
Q2 2024
Added 5.77%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Aug 01, 2024 Q2 2024 |
18,267
shares
|
$473,845
0.1% of portfolio
|
Q2 2024
Added 0.41%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 15, 2024 Q2 2024 |
18,029
shares
|
$467,672
0.28% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
18,004
shares
|
$467,023
0.16% of portfolio
|
Q1 2024
Added 4.29%
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 23, 2024 Q2 2024 |
17,984
shares
|
$466,504
0.31% of portfolio
|
Q2 2024
New holding
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
17,534
shares
|
$454,831
0.1% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
Firethorn Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
17,234
shares
|
$447,049
0.22% of portfolio
|
Q2 2024
Reduced 17.04%
|
|
White Wing Wealth Management
The Wodlands, TX |
Aug 01, 2024 Q2 2024 |
16,328
shares
|
$423,548
0.29% of portfolio
|
Q2 2024
Reduced 83.15%
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
14,906
shares
|
$386,661
0.11% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 22, 2024 Q2 2024 |
14,873
shares
|
$385,805
0.15% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
14,797
shares
|
$383,834
0.3% of portfolio
|
Q4 2023
New holding
|
|
Bridge Advisory, LLC
|
Jul 23, 2024 Q2 2024 |
14,714
shares
|
$381,681
0.16% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
14,049
shares
|
$364,431
0.24% of portfolio
|
Q4 2022
New holding
|