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 |
|---|---|---|---|---|---|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
2,290,539
shares
|
$59.5 Million
22.25% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,234,354
shares
|
$58 Million
3.72% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
2,190,118
shares
|
$56.9 Million
17.44% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
2,149,170
shares
|
$55.8 Million
28.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
2,038,129
shares
|
$52.9 Million
9.55% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
2,030,631
shares
|
$52.7 Million
4.1% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,982,489
shares
|
$51.5 Million
11.07% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
1,937,480
shares
|
$50.3 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,834,219
shares
|
$47.6 Million
20.66% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
1,754,718
shares
|
$45.6 Million
12.23% of portfolio
|
Q4 2024
Added 90.36%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,710,948
shares
|
$44.4 Million
7.17% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,672,978
shares
|
$43.4 Million
14.4% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,634,972
shares
|
$42.5 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,568,936
shares
|
$40.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
1,549,975
shares
|
$40.3 Million
19.38% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
1,521,559
shares
|
$39.5 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,509,986
shares
|
$39.2 Million
1.5% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,495,523
shares
|
$38.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,493,586
shares
|
$38.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.4%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,479,291
shares
|
$38.4 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
1,457,863
shares
|
$37.9 Million
12.46% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$37.9 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,365,020
shares
|
$35.4 Million
2.46% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,326,223
shares
|
$34.4 Million
0.68% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,311,972
shares
|
$34.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|