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 262 institutions that hold shares in the stock, with a total of 43.2 Million shares, which have been reported (via 13F filing form) to have a value of $999 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,552
shares
|
$104,650
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
4,361
shares
|
$100,259
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
4,215
shares
|
$96,902
0.02% of portfolio
|
Q4 2023
Added 1860.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,784
shares
|
$86,994
0.0% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,082
shares
|
$70,855
0.0% of portfolio
|
Q1 2025
Reduced 35.64%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
2,867
shares
|
$65,912
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,140
shares
|
$49,198
0.0% of portfolio
|
Q1 2025
Added 97.24%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,980
shares
|
$45,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,978
shares
|
$45,474
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,697
shares
|
$39,014
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,663
shares
|
$38,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,366
shares
|
$31,404
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,178
shares
|
$27,082
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,161
shares
|
$26,691
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,075
shares
|
$24,714
0.01% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,051
shares
|
$24,162
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
823
shares
|
$18,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
754
shares
|
$17,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
683
shares
|
$15,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
639
shares
|
$14,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
583
shares
|
$13,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
496
shares
|
$11,403
0.0% of portfolio
|
Q4 2024
Added 129.63%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
479
shares
|
$11,012
0.0% of portfolio
|
Q1 2025
Added 444.32%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
464
shares
|
$10,667
2.57% of portfolio
|
Q1 2025
Reduced 99.78%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
451
shares
|
$10,368
0.0% of portfolio
|
Q1 2025
Reduced 71.44%
|