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 247 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $993 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
388,017
shares
|
$9.39 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
375,259
shares
|
$9.09 Million
0.38% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
372,719
shares
|
$9.02 Million
1.38% of portfolio
|
Q4 2024
Added 27.99%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
363,767
shares
|
$8.81 Million
3.81% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
351,886
shares
|
$8.52 Million
0.07% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
328,758
shares
|
$7.96 Million
2.27% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
324,288
shares
|
$7.85 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
297,768
shares
|
$7.21 Million
0.0% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
293,634
shares
|
$7.11 Million
3.75% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
290,766
shares
|
$7.04 Million
0.86% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
289,837
shares
|
$7.02 Million
2.36% of portfolio
|
Q1 2024
Added 7.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
286,205
shares
|
$6.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
273,707
shares
|
$6.63 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
268,614
shares
|
$6.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
248,921
shares
|
$6.03 Million
2.97% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,899
shares
|
$6 Million
0.01% of portfolio
|
Q3 2024
Added 50.85%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
245,206
shares
|
$5.94 Million
4.24% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
239,553
shares
|
$5.8 Million
2.22% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
234,015
shares
|
$5.67 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
227,805
shares
|
$5.52 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
227,353
shares
|
$5.5 Million
0.01% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
225,486
shares
|
$5.46 Million
1.09% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
224,038
shares
|
$5.42 Million
3.28% of portfolio
|
Q4 2024
Reduced 31.63%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
220,894
shares
|
$5.35 Million
0.37% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
219,250
shares
|
$5.31 Million
0.05% of portfolio
|
Q2 2024
Added 13.87%
|