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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
50,226
shares
|
$1.23 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
49,485
shares
|
$1.21 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
49,307
shares
|
$1.2 Million
0.48% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
48,200
shares
|
$1.18 Million
0.63% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
48,047
shares
|
$1.17 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
47,028
shares
|
$1.15 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
47,009
shares
|
$1.15 Million
0.98% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
46,180
shares
|
$1.13 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
42,848
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
41,905
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
41,167
shares
|
$1 Million
0.36% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
39,626
shares
|
$966,478
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
36,908
shares
|
$900,186
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
36,883
shares
|
$899,576
0.05% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
36,861
shares
|
$899,039
0.62% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
35,086
shares
|
$855,747
0.03% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
33,382
shares
|
$814,186
0.39% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
33,002
shares
|
$804,918
0.0% of portfolio
|
Q4 2024
Reduced 62.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
31,890
shares
|
$777,797
0.0% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
31,448
shares
|
$767,016
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
30,986
shares
|
$755,748
0.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
30,756
shares
|
$750,138
0.28% of portfolio
|
Q4 2024
Reduced 51.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,491
shares
|
$743,675
0.0% of portfolio
|
Q4 2024
Added 251.89%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
30,179
shares
|
$736,065
0.72% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
29,629
shares
|
$722,651
0.47% of portfolio
|
Q4 2024
Added 8.33%
|