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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
24,984
shares
|
$648,834
0.18% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
24,158
shares
|
$627,383
0.15% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
23,679
shares
|
$614,943
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,613
shares
|
$613,229
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
23,424
shares
|
$608,321
0.11% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
23,238
shares
|
$603,490
0.02% of portfolio
|
Q3 2024
Reduced 30.25%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
22,948
shares
|
$595,959
0.0% of portfolio
|
Q4 2024
Added 56.03%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
22,862
shares
|
$593,726
0.52% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
22,561
shares
|
$585,909
0.27% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
22,248
shares
|
$577,780
0.05% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
22,194
shares
|
$576,378
0.04% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
22,136
shares
|
$574,871
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$568,665
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
21,720
shares
|
$564,068
0.6% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$548,018
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
20,753
shares
|
$538,955
0.15% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
20,510
shares
|
$532,644
0.22% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,138
shares
|
$522,983
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
19,736
shares
|
$512,543
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19,643
shares
|
$510,128
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
19,558
shares
|
$507,921
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
19,447
shares
|
$505,038
0.37% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
19,426
shares
|
$504,493
0.15% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,415
shares
|
$504,207
0.14% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,105
shares
|
$496,156
0.0% of portfolio
|
Q4 2024
New holding
|