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 218 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $851 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
53,650
shares
|
$1.29 Million
1.26% of portfolio
|
Q3 2024
Reduced 24.97%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
53,285
shares
|
$1.28 Million
0.72% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
51,395
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
50,311
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.88%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
49,217
shares
|
$1.18 Million
1.19% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
47,830
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
46,180
shares
|
$1.11 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
45,935
shares
|
$1.1 Million
0.67% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
43,874
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
43,503
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2024
Reduced 15.47%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
42,848
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
42,629
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
41,369
shares
|
$993,269
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
41,119
shares
|
$987,267
0.4% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
38,566
shares
|
$925,969
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,935
shares
|
$886,809
0.01% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
36,824
shares
|
$884,144
0.03% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
36,640
shares
|
$879,726
0.67% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
36,273
shares
|
$870,914
0.04% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
34,840
shares
|
$836,508
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
34,743
shares
|
$834,179
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
33,955
shares
|
$815,259
0.33% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
30,910
shares
|
$742,149
0.03% of portfolio
|
Q3 2024
Added 50.09%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
30,543
shares
|
$733,337
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
30,281
shares
|
$727,046
0.8% of portfolio
|
Q3 2024
Reduced 22.96%
|