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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
16,883
shares
|
$439,126
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
16,687
shares
|
$434,028
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
16,413
shares
|
$426,902
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,299
shares
|
$423,936
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
16,039
shares
|
$417,174
0.01% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
15,952
shares
|
$414,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
15,917
shares
|
$414,001
0.03% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
15,591
shares
|
$405,521
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
15,389
shares
|
$400,267
0.13% of portfolio
|
Q4 2024
Added 746.01%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
15,353
shares
|
$399,331
0.27% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,247
shares
|
$396,574
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
15,219
shares
|
$395,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
15,080
shares
|
$392,230
0.13% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
15,060
shares
|
$391,710
0.06% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
14,884
shares
|
$387,132
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14,544
shares
|
$378,289
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,516
shares
|
$377,561
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
14,238
shares
|
$370,330
0.0% of portfolio
|
Q4 2024
Added 161.92%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
14,082
shares
|
$366,272
0.09% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
13,928
shares
|
$362,267
0.01% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
13,925
shares
|
$362,189
0.31% of portfolio
|
Q2 2024
Reduced 17.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
13,923
shares
|
$362,137
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
13,920
shares
|
$362,059
0.29% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
13,766
shares
|
$358,053
0.02% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
13,691
shares
|
$356,102
0.07% of portfolio
|
Q3 2022
New holding
|