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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,483
shares
|
$246,769
0.01% of portfolio
|
Q3 2024
Added 79.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,439
shares
|
$245,734
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
10,315
shares
|
$242,815
0.08% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,057
shares
|
$236,741
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,468
shares
|
$222,876
0.0% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,984
shares
|
$211,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
8,806
shares
|
$207,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
8,702
shares
|
$204,845
0.14% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,665
shares
|
$203,974
0.0% of portfolio
|
Q3 2024
Reduced 79.38%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
7,966
shares
|
$187,519
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
7,154
shares
|
$168,405
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
6,646
shares
|
$156,446
0.0% of portfolio
|
Q4 2024
Added 29.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,635
shares
|
$156,187
0.01% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,254
shares
|
$147,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,914
shares
|
$139,215
0.12% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
4,925
shares
|
$115,934
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,805
shares
|
$113,109
0.0% of portfolio
|
Q3 2024
Added 41.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,552
shares
|
$107,154
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
4,536
shares
|
$106,777
0.03% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
4,215
shares
|
$99,221
0.02% of portfolio
|
Q4 2023
Added 1860.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,085
shares
|
$72,620
0.0% of portfolio
|
Q3 2024
Added 81.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,000
shares
|
$70,620
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,976
shares
|
$46,515
0.0% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,697
shares
|
$39,947
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
1,218
shares
|
$28,671
0.01% of portfolio
|
Q3 2024
New holding
|