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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
48,888
shares
|
$1.27 Million
0.85% of portfolio
|
Q4 2021
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
48,570
shares
|
$1.26 Million
0.91% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
48,329
shares
|
$1.26 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
47,339
shares
|
$1.23 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,445
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.2 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
46,004
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
45,546
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
44,962
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
44,421
shares
|
$1.15 Million
0.74% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
43,719
shares
|
$1.14 Million
0.79% of portfolio
|
Q3 2021
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
43,163
shares
|
$1.12 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
42,933
shares
|
$1.11 Million
0.46% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
42,769
shares
|
$1.11 Million
0.83% of portfolio
|
Q4 2024
Added 286.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
42,624
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,109
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
40,805
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
40,354
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
40,106
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
39,375
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
39,133
shares
|
$1.02 Million
0.5% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,889
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
38,726
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 7.27%
|