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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
13,535
shares
|
$331,066
0.24% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,500
shares
|
$330,210
0.18% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,657
shares
|
$309,590
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,510
shares
|
$305,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
12,386
shares
|
$302,961
0.19% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
12,172
shares
|
$297,727
0.07% of portfolio
|
Q3 2024
Reduced 49.03%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
12,140
shares
|
$296,944
0.1% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
12,061
shares
|
$295,012
0.19% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
12,026
shares
|
$294,155
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
11,992
shares
|
$293,324
0.03% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,529
shares
|
$281,999
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
11,481
shares
|
$280,825
0.05% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
11,423
shares
|
$279,406
0.11% of portfolio
|
Q2 2024
Added 8.89%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
11,332
shares
|
$277,180
0.0% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,483
shares
|
$256,414
0.01% of portfolio
|
Q3 2024
Added 79.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,482
shares
|
$256,389
0.02% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
10,439
shares
|
$255,337
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
10,315
shares
|
$252,304
0.08% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,057
shares
|
$245,994
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 19, 2024 Q2 2024 |
9,943
shares
|
$243,205
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
9,800
shares
|
$239,708
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
9,468
shares
|
$231,587
0.0% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
8,806
shares
|
$215,394
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
8,723
shares
|
$213,364
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
8,302
shares
|
$203,066
0.12% of portfolio
|
Q3 2024
New holding
|