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 219 institutions that hold shares in the stock, with a total of 35.6 Million shares, which have been reported (via 13F filing form) to have a value of $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
15,290
shares
|
$359,926
0.16% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$349,333
0.12% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,837
shares
|
$349,262
0.18% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
14,797
shares
|
$348,321
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,117
shares
|
$332,314
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
14,049
shares
|
$330,713
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
13,867
shares
|
$326,429
0.04% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
13,827
shares
|
$325,487
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
13,535
shares
|
$318,613
0.26% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
12,834
shares
|
$302,112
0.08% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,657
shares
|
$297,945
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
12,542
shares
|
$295,238
0.14% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,510
shares
|
$294,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
12,360
shares
|
$290,954
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
12,265
shares
|
$288,718
0.16% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
12,172
shares
|
$286,528
0.07% of portfolio
|
Q3 2024
Reduced 49.03%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
12,140
shares
|
$285,775
0.1% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
11,932
shares
|
$280,879
0.02% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
11,869
shares
|
$279,396
0.14% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
11,751
shares
|
$276,618
0.02% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,529
shares
|
$271,392
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
11,481
shares
|
$270,262
0.05% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,369
shares
|
$267,626
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
11,192
shares
|
$263,459
0.16% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
11,071
shares
|
$260,611
0.12% of portfolio
|
Q3 2024
Reduced 3.08%
|