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 542 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
90,795
shares
|
$2.36 Million
1.54% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
90,303
shares
|
$2.35 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
87,813
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
86,710
shares
|
$2.25 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
83,968
shares
|
$2.18 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
82,257
shares
|
$2.14 Million
1.37% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
81,198
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
79,618
shares
|
$2.07 Million
0.39% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
78,663
shares
|
$2.04 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
75,640
shares
|
$1.96 Million
1.55% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
75,558
shares
|
$1.96 Million
0.98% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
74,715
shares
|
$1.94 Million
0.53% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
73,807
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
72,985
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
72,901
shares
|
$1.89 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
71,465
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
70,898
shares
|
$1.84 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
70,589
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2022
Added 38.86%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
70,022
shares
|
$1.82 Million
0.6% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
69,971
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
68,937
shares
|
$1.79 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
68,768
shares
|
$1.79 Million
0.58% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
67,899
shares
|
$1.76 Million
0.48% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
67,829
shares
|
$1.76 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
67,793
shares
|
$1.76 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.18%
|