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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
29,516
shares
|
$719,895
0.08% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
27,921
shares
|
$680,993
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
27,762
shares
|
$677,115
0.33% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
27,698
shares
|
$675,554
0.13% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,562
shares
|
$647,847
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,521
shares
|
$646,847
0.0% of portfolio
|
Q4 2024
Added 23.94%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
25,648
shares
|
$625,554
0.56% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
23,590
shares
|
$575,360
0.39% of portfolio
|
Q1 2023
Added 78.85%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
23,030
shares
|
$561,701
0.21% of portfolio
|
Q4 2024
Reduced 32.17%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
22,970
shares
|
$560,238
0.06% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
22,600
shares
|
$551,214
0.11% of portfolio
|
Q4 2023
Added 69.92%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
22,431
shares
|
$547,092
0.26% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$545,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
21,351
shares
|
$520,750
0.21% of portfolio
|
Q4 2024
Added 28.82%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
21,283
shares
|
$519,092
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
21,124
shares
|
$515,214
0.16% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
20,654
shares
|
$503,751
0.16% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
19,906
shares
|
$485,507
0.01% of portfolio
|
Q4 2024
Added 110.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,263
shares
|
$469,824
0.0% of portfolio
|
Q4 2024
Reduced 74.36%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
18,691
shares
|
$455,873
0.09% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
18,593
shares
|
$453,483
0.25% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
17,729
shares
|
$432,410
0.28% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
17,698
shares
|
$431,654
0.31% of portfolio
|
Q4 2024
Added 30.76%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
17,219
shares
|
$419,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
17,044
shares
|
$415,703
0.09% of portfolio
|
Q4 2024
Added 0.18%
|