Institutional Ownership Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX). We have compiled data on the 580 institutions that hold shares in the stock, with a total of 244 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,234,134
shares
|
$296 Million
3.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,337,961
shares
|
$220 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
7,575,686
shares
|
$199 Million
0.08% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,562,856
shares
|
$199 Million
35.57% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,026,546
shares
|
$159 Million
0.22% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,744,314
shares
|
$151 Million
4.32% of portfolio
|
Q1 2025
Added 50.06%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,483,158
shares
|
$144 Million
19.28% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,093,682
shares
|
$134 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,744,466
shares
|
$125 Million
0.68% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
4,355,586
shares
|
$115 Million
15.83% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,139,497
shares
|
$109 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
3,840,874
shares
|
$101 Million
1.74% of portfolio
|
Q4 2024
Added 32.17%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,818,106
shares
|
$101 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,817,600
shares
|
$101 Million
6.81% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,718,191
shares
|
$97.9 Million
0.25% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,691,185
shares
|
$97.2 Million
28.89% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,548,083
shares
|
$93.4 Million
7.04% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,273,413
shares
|
$86.2 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
3,165,863
shares
|
$83.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,916,306
shares
|
$76.8 Million
12.73% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,906,218
shares
|
$76.5 Million
0.02% of portfolio
|
Q4 2024
Added 156.44%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,860,480
shares
|
$75.3 Million
0.88% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,751,747
shares
|
$72.5 Million
2.35% of portfolio
|
Q4 2024
Added 82.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,747,347
shares
|
$72.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
2,665,320
shares
|
$70.2 Million
0.55% of portfolio
|
Q4 2024
Added 2.55%
|