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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
7,966
shares
|
$194,848
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
6,856
shares
|
$167,697
0.0% of portfolio
|
Q4 2023
Added 41.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,635
shares
|
$162,292
0.01% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
5,914
shares
|
$144,656
0.1% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,119
shares
|
$125,210
0.0% of portfolio
|
Q1 2024
Added 41.02%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
4,925
shares
|
$120,465
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
4,552
shares
|
$111,341
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
4,536
shares
|
$110,950
0.03% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
4,215
shares
|
$103,098
0.02% of portfolio
|
Q4 2023
Added 1860.47%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,386
shares
|
$82,821
0.0% of portfolio
|
Q2 2024
Added 3837.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,505
shares
|
$61,272
0.01% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,698
shares
|
$41,533
0.0% of portfolio
|
Q2 2024
Added 40.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,697
shares
|
$41,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,178
shares
|
$28,813
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
1,080
shares
|
$26,416
0.01% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
950
shares
|
$23,237
0.01% of portfolio
|
Q2 2024
Added 21.95%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
681
shares
|
$16,657
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
499
shares
|
$12,205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
462
shares
|
$11,300
0.0% of portfolio
|
Q2 2024
Reduced 88.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
365
shares
|
$8,927
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
278
shares
|
$6,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
208
shares
|
$5,087
0.0% of portfolio
|
Q3 2024
Reduced 42.06%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
200
shares
|
$4,892
0.0% of portfolio
|
Q2 2024
Added 43.88%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
133
shares
|
$3,253
0.0% of portfolio
|
Q2 2024
Added 432.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
90
shares
|
$2,201
0.0% of portfolio
|
Q1 2024
New holding
|