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 |
---|---|---|---|---|---|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
4,552
shares
|
$115,802
0.03% of portfolio
|
Q4 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
4,496
shares
|
$114,378
0.0% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
4,215
shares
|
$107,229
0.02% of portfolio
|
Q4 2023
Added 1860.47%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,386
shares
|
$86,139
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
2,015
shares
|
$51,261
0.0% of portfolio
|
Q2 2024
Added 32.48%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,698
shares
|
$43,197
0.0% of portfolio
|
Q2 2024
Added 40.56%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
1,697
shares
|
$43,171
0.0% of portfolio
|
Q1 2024
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
1,484
shares
|
$37,752
0.03% of portfolio
|
Q4 2023
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,178
shares
|
$29,968
0.0% of portfolio
|
Q3 2023
New holding
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
1,080
shares
|
$27,475
0.01% of portfolio
|
Q2 2024
Added 3.95%
|
|
Kathleen S. Wright Associates Inc.
|
Jul 17, 2024 Q2 2024 |
950
shares
|
$24,168
0.01% of portfolio
|
Q2 2024
Added 21.95%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
681
shares
|
$17,324
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
499
shares
|
$12,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
462
shares
|
$11,753
0.0% of portfolio
|
Q2 2024
Reduced 88.29%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
365
shares
|
$9,285
0.0% of portfolio
|
Q2 2024
New holding
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
359
shares
|
$9,132
0.0% of portfolio
|
Q2 2024
Reduced 75.46%
|
|
Innealta Capital, LLC
Austin, TX |
Jul 29, 2024 Q2 2024 |
306
shares
|
$7,784
0.0% of portfolio
|
Q2 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
278
shares
|
$7,072
0.0% of portfolio
|
Q2 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
200
shares
|
$5,088
0.0% of portfolio
|
Q2 2024
Added 43.88%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
133
shares
|
$3,383
0.0% of portfolio
|
Q2 2024
Added 432.0%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
90
shares
|
$2,289
0.0% of portfolio
|
Q1 2024
New holding
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
12
shares
|
$305
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
7
shares
|
$178
0.0% of portfolio
|
Q1 2024
Reduced 99.03%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
6
shares
|
$152
0.0% of portfolio
|
Q3 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|