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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,130
shares
|
$315,016
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
11,982
shares
|
$311,172
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,928
shares
|
$309,770
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
11,789
shares
|
$306,160
0.04% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
11,734
shares
|
$304,731
0.03% of portfolio
|
Q2 2024
Reduced 18.47%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
11,718
shares
|
$304,316
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,680
shares
|
$303,329
0.07% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
11,676
shares
|
$303,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,612
shares
|
$301,563
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
11,601
shares
|
$301,277
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,402
shares
|
$296,109
0.01% of portfolio
|
Q3 2022
Added 8.62%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
11,126
shares
|
$288,942
0.19% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
11,072
shares
|
$287,539
0.01% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
10,956
shares
|
$284,527
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$283,592
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
10,764
shares
|
$279,541
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
10,437
shares
|
$271,048
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
10,420
shares
|
$270,607
0.09% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$266,893
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
10,263
shares
|
$266,530
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
10,218
shares
|
$265,361
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$259,700
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,926
shares
|
$257,778
0.01% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
9,882
shares
|
$256,635
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$254,090
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|