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 220 institutions that hold shares in the stock, with a total of 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $794 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
362,009
shares
|
$8.09 Million
0.28% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
353,693
shares
|
$7.91 Million
3.96% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
331,406
shares
|
$7.41 Million
0.1% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
329,062
shares
|
$7.35 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
327,661
shares
|
$7.32 Million
5.51% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
291,203
shares
|
$6.51 Million
1.29% of portfolio
|
Q3 2024
Added 81.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
289,837
shares
|
$6.48 Million
2.36% of portfolio
|
Q1 2024
Added 7.77%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
281,362
shares
|
$6.29 Million
3.96% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
274,791
shares
|
$6.14 Million
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
272,620
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
258,661
shares
|
$5.78 Million
2.63% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
247,899
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Added 50.85%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
246,492
shares
|
$5.51 Million
4.6% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
243,063
shares
|
$5.43 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
231,546
shares
|
$5.18 Million
0.79% of portfolio
|
Q3 2024
Added 49.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
219,250
shares
|
$4.9 Million
0.05% of portfolio
|
Q2 2024
Added 13.87%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
217,984
shares
|
$4.87 Million
1.18% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
216,352
shares
|
$4.84 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
213,496
shares
|
$4.77 Million
0.4% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
208,175
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
198,133
shares
|
$4.43 Million
2.35% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
194,717
shares
|
$4.35 Million
1.21% of portfolio
|
Q3 2023
Added 28.11%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
192,643
shares
|
$4.31 Million
0.75% of portfolio
|
Q4 2023
Added 29.57%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
187,972
shares
|
$4.2 Million
0.17% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
182,712
shares
|
$4.08 Million
3.49% of portfolio
|
Q3 2024
Added 2.69%
|