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 200 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $875 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
48,436
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Added 1849.13%
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
46,466
shares
|
$1.18 Million
0.72% of portfolio
|
Q1 2024
Added 5.77%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
46,315
shares
|
$1.18 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jul 24, 2024 Q2 2024 |
46,180
shares
|
$1.17 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
45,889
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 221.01%
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
45,883
shares
|
$1.17 Million
1.08% of portfolio
|
Q2 2024
New holding
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 07, 2024 Q2 2024 |
43,503
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2024
Reduced 15.47%
|
|
Sterling Financial Planning, Inc.
|
Jul 30, 2024 Q2 2024 |
42,032
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2024
Added 6.64%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
42,026
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 211.63%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
40,518
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Added 256.89%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
40,460
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Added 3.39%
|
|
Dbk Financial Counsel, LLC
|
Jul 10, 2024 Q2 2024 |
39,305
shares
|
$999,919
0.96% of portfolio
|
Q2 2024
Added 25.2%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
38,545
shares
|
$980,584
0.02% of portfolio
|
Q2 2024
New holding
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
37,881
shares
|
$963,692
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 25, 2024 Q2 2024 |
37,778
shares
|
$961,072
0.61% of portfolio
|
Q2 2024
Added 2.22%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
37,180
shares
|
$945,859
0.34% of portfolio
|
Q2 2024
Added 0.43%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
33,662
shares
|
$856,361
0.01% of portfolio
|
Q2 2024
Added 151.28%
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Aug 06, 2024 Q2 2024 |
32,774
shares
|
$833,770
0.49% of portfolio
|
Q2 2024
Reduced 72.58%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
30,375
shares
|
$772,740
0.1% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
29,662
shares
|
$754,601
0.0% of portfolio
|
Q2 2024
Reduced 10.56%
|
|
Tag Stone Capital, Inc.
|
Aug 13, 2024 Q2 2024 |
27,311
shares
|
$694,791
0.35% of portfolio
|
Q2 2024
Added 7.6%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 26, 2024 Q2 2024 |
27,194
shares
|
$691,815
0.47% of portfolio
|
Q2 2024
Added 16.09%
|
|
Five Oceans Advisors
|
Jul 10, 2024 Q2 2024 |
26,875
shares
|
$683,700
0.35% of portfolio
|
Q2 2024
Added 21.53%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
26,781
shares
|
$681,308
0.07% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
26,570
shares
|
$675,940
0.07% of portfolio
|
Q2 2024
Reduced 34.44%
|