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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
9,717
shares
|
$252,350
0.03% of portfolio
|
Q1 2023
Added 42147.83%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
9,520
shares
|
$247,234
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
9,344
shares
|
$242,663
0.13% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
9,256
shares
|
$240,378
0.05% of portfolio
|
Q1 2024
Reduced 44.76%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
9,091
shares
|
$236,093
0.17% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
9,052
shares
|
$235,080
0.2% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,950
shares
|
$232,431
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,928
shares
|
$231,860
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,786
shares
|
$228,172
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,783
shares
|
$228,094
0.03% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,674
shares
|
$225,263
0.08% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,588
shares
|
$223,030
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
8,515
shares
|
$221,134
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
8,471
shares
|
$219,991
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,435
shares
|
$219,056
0.07% of portfolio
|
Q1 2024
Reduced 80.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,426
shares
|
$218,823
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,415
shares
|
$218,537
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
8,356
shares
|
$217,005
0.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,162
shares
|
$211,967
0.19% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,157
shares
|
$211,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
8,115
shares
|
$210,746
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,109
shares
|
$210,590
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,091
shares
|
$210,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,003
shares
|
$207,837
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,833
shares
|
$203,423
0.03% of portfolio
|
Q3 2024
New holding
|