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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
67,188
shares
|
$1.74 Million
1.36% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
66,310
shares
|
$1.72 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
66,043
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
65,845
shares
|
$1.71 Million
1.42% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
62,440
shares
|
$1.62 Million
0.56% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
62,411
shares
|
$1.62 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
62,292
shares
|
$1.62 Million
0.77% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
61,224
shares
|
$1.59 Million
0.83% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
60,457
shares
|
$1.57 Million
0.34% of portfolio
|
Q2 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
60,318
shares
|
$1.57 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
58,917
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
57,305
shares
|
$1.49 Million
0.24% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
56,487
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
56,121
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
54,959
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
53,495
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
52,995
shares
|
$1.38 Million
0.54% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
52,484
shares
|
$1.36 Million
0.27% of portfolio
|
Q4 2024
Added 42.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
51,866
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 65.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
50,877
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
50,673
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
50,279
shares
|
$1.31 Million
0.93% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
49,886
shares
|
$1.3 Million
0.67% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
49,803
shares
|
$1.29 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
49,076
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 37.02%
|