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 |
|---|---|---|---|---|---|
|
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 |
Feb 13, 2025 Q4 2024 |
40,360
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
40,106
shares
|
$1.04 Million
0.34% 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%
|
|
|
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%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38,547
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
38,498
shares
|
$1 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
38,361
shares
|
$997,769
0.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,250
shares
|
$994,882
0.01% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
38,247
shares
|
$994,804
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
38,077
shares
|
$990,382
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
37,989
shares
|
$988,093
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
37,921
shares
|
$986,325
0.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
37,662
shares
|
$979,588
0.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
37,535
shares
|
$976,285
0.29% of portfolio
|
Q4 2024
Added 301.57%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
37,169
shares
|
$966,765
0.0% of portfolio
|
Q3 2024
Added 133.59%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
36,914
shares
|
$960,133
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
36,386
shares
|
$946,399
0.35% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
36,369
shares
|
$945,957
0.59% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
36,105
shares
|
$939,091
0.27% of portfolio
|
Q1 2023
Added 7.96%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
35,947
shares
|
$934,981
0.16% of portfolio
|
Q4 2024
Added 34.57%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
35,705
shares
|
$928,687
0.51% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
35,644
shares
|
$927,100
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
35,603
shares
|
$926,034
0.6% of portfolio
|
Q4 2024
Reduced 17.39%
|