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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$356,308
0.12% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,837
shares
|
$356,236
0.18% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
14,797
shares
|
$355,275
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,117
shares
|
$338,949
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
14,049
shares
|
$337,316
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
13,867
shares
|
$332,946
0.04% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
13,762
shares
|
$330,425
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
13,630
shares
|
$327,256
0.21% of portfolio
|
Q3 2024
Reduced 58.41%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
13,535
shares
|
$324,975
0.26% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,500
shares
|
$324,135
0.18% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,657
shares
|
$303,894
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,510
shares
|
$300,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
12,386
shares
|
$297,387
0.19% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
12,172
shares
|
$292,249
0.07% of portfolio
|
Q3 2024
Reduced 49.03%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
12,140
shares
|
$291,481
0.1% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
12,061
shares
|
$289,584
0.19% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
11,932
shares
|
$286,487
0.02% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
11,814
shares
|
$283,654
0.15% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,529
shares
|
$276,811
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
11,481
shares
|
$275,658
0.05% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
11,332
shares
|
$272,081
0.0% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
11,071
shares
|
$265,814
0.12% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,483
shares
|
$251,696
0.01% of portfolio
|
Q3 2024
Added 79.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,482
shares
|
$251,672
0.02% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,439
shares
|
$250,640
0.03% of portfolio
|
Q4 2023
New holding
|