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 593 institutions that hold shares in the stock, with a total of 244 Million shares, which have been reported (via 13F filing form) to have a value of $6.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,668,377
shares
|
$71.8 Million
3.0% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,384,699
shares
|
$64.2 Million
4.7% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
2,330,280
shares
|
$62.7 Million
23.43% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
2,253,096
shares
|
$60.7 Million
19.9% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,174,573
shares
|
$58.5 Million
4.71% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
2,168,282
shares
|
$58.4 Million
3.57% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
2,149,170
shares
|
$57.9 Million
28.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
2,116,786
shares
|
$57 Million
10.71% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,959,697
shares
|
$52.8 Million
23.13% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,957,773
shares
|
$52.7 Million
4.07% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,832,416
shares
|
$49.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,794,893
shares
|
$48.3 Million
14.51% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,788,635
shares
|
$48.2 Million
7.86% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,766,764
shares
|
$47.6 Million
11.33% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,689,779
shares
|
$45.5 Million
16.35% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
1,563,959
shares
|
$42.1 Million
2.7% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
1,555,655
shares
|
$41.9 Million
19.78% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,535,422
shares
|
$41.3 Million
5.1% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,495,523
shares
|
$40.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
1,481,629
shares
|
$39.9 Million
8.25% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$39.2 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
1,439,354
shares
|
$38.7 Million
12.82% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,432,749
shares
|
$38.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,430,766
shares
|
$38.5 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,390,134
shares
|
$37.4 Million
22.37% of portfolio
|
Q1 2025
Added 6.22%
|