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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
10,315
shares
|
$247,663
0.08% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,057
shares
|
$241,468
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,468
shares
|
$227,326
0.0% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,984
shares
|
$215,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
8,806
shares
|
$211,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
8,723
shares
|
$209,439
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,665
shares
|
$208,046
0.0% of portfolio
|
Q3 2024
Reduced 79.38%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
8,302
shares
|
$199,331
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
7,966
shares
|
$191,263
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
6,856
shares
|
$164,612
0.0% of portfolio
|
Q4 2023
Added 41.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,635
shares
|
$159,306
0.01% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,254
shares
|
$150,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,914
shares
|
$141,995
0.12% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,119
shares
|
$122,907
0.0% of portfolio
|
Q1 2024
Added 41.02%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
4,925
shares
|
$118,249
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,805
shares
|
$115,368
0.0% of portfolio
|
Q3 2024
Added 41.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,552
shares
|
$109,293
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
4,536
shares
|
$108,909
0.03% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
4,215
shares
|
$101,202
0.02% of portfolio
|
Q4 2023
Added 1860.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,085
shares
|
$74,070
0.0% of portfolio
|
Q3 2024
Added 81.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,000
shares
|
$72,030
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,505
shares
|
$60,145
0.01% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,697
shares
|
$40,744
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
1,218
shares
|
$29,244
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,178
shares
|
$28,283
0.0% of portfolio
|
Q3 2023
New holding
|