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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
33,104
shares
|
$859,710
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
32,725
shares
|
$849,868
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
32,708
shares
|
$849,426
0.09% of portfolio
|
Q4 2023
Reduced 22.21%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
32,525
shares
|
$844,674
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
31,835
shares
|
$826,754
0.34% of portfolio
|
Q1 2024
Reduced 25.85%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
31,561
shares
|
$819,639
0.13% of portfolio
|
Q3 2024
Added 87.84%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$816,340
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
31,432
shares
|
$816,289
0.4% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
31,221
shares
|
$810,809
0.07% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
30,703
shares
|
$797,356
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
30,599
shares
|
$794,656
0.04% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,285
shares
|
$786,501
0.06% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
30,206
shares
|
$784,449
0.01% of portfolio
|
Q4 2024
Added 59.92%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
29,950
shares
|
$777,801
0.0% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
28,819
shares
|
$748,429
0.36% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
28,519
shares
|
$740,638
0.55% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
28,269
shares
|
$734,145
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,099
shares
|
$729,731
0.26% of portfolio
|
Q1 2024
Added 55.61%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
27,843
shares
|
$723,082
0.23% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
27,404
shares
|
$711,681
0.09% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
26,752
shares
|
$694,749
0.01% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
26,178
shares
|
$679,842
0.16% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
25,987
shares
|
$674,882
0.31% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
25,205
shares
|
$654,573
0.47% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$649,250
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|