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 |
|---|---|---|---|---|---|
|
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
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
19,041
shares
|
$494,494
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
18,874
shares
|
$490,157
0.03% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
18,743
shares
|
$486,755
0.32% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
18,411
shares
|
$478,133
0.39% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
17,693
shares
|
$459,487
0.05% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
17,483
shares
|
$454,033
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
17,244
shares
|
$447,826
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
17,231
shares
|
$447,489
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,067
shares
|
$443,229
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
16,936
shares
|
$439,827
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
16,883
shares
|
$438,451
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
16,687
shares
|
$433,361
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
16,413
shares
|
$426,245
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,299
shares
|
$423,285
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
16,039
shares
|
$416,532
0.01% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
15,952
shares
|
$414,273
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
15,917
shares
|
$413,364
0.03% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
15,455
shares
|
$401,366
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
15,389
shares
|
$399,652
0.13% of portfolio
|
Q4 2024
Added 746.01%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
15,353
shares
|
$398,717
0.27% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,247
shares
|
$395,964
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
15,080
shares
|
$391,627
0.13% of portfolio
|
Q4 2024
Added 1.33%
|