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 557 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| 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
|
$292 Million
3.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,337,961
shares
|
$217 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
|
$197 Million
0.08% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,562,856
shares
|
$197 Million
35.57% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,026,546
shares
|
$157 Million
0.22% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,633,179
shares
|
$147 Million
20.94% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,157,093
shares
|
$134 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,744,466
shares
|
$123 Million
0.68% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
4,606,324
shares
|
$120 Million
14.69% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,530,767
shares
|
$118 Million
0.03% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,139,497
shares
|
$108 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,091,211
shares
|
$106 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,828,009
shares
|
$99.6 Million
2.78% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,795,593
shares
|
$98.7 Million
6.47% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,718,191
shares
|
$96.7 Million
0.25% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,548,083
shares
|
$92.3 Million
7.04% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
3,502,573
shares
|
$91.1 Million
29.7% of portfolio
|
Q4 2021
Reduced 33.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,273,413
shares
|
$85.1 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,259,544
shares
|
$84.8 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
2,914,747
shares
|
$75.8 Million
12.68% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,905,980
shares
|
$75.6 Million
1.8% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,751,747
shares
|
$71.6 Million
2.35% of portfolio
|
Q4 2024
Added 82.24%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
2,665,320
shares
|
$69.3 Million
0.55% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,638,492
shares
|
$68.6 Million
4.77% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
2,479,098
shares
|
$64.5 Million
3.5% of portfolio
|
Q4 2024
Added 0.46%
|