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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,644
shares
|
$68,664
0.0% of portfolio
|
Q3 2024
Added 18785.71%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,595
shares
|
$67,392
0.01% of portfolio
|
Q3 2024
Reduced 35.67%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,517
shares
|
$65,366
0.0% of portfolio
|
Q4 2023
Reduced 36.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,475
shares
|
$64,275
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
2,385
shares
|
$61,938
0.0% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,376
shares
|
$61,704
0.01% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,239
shares
|
$58,146
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,221
shares
|
$57,679
0.0% of portfolio
|
Q4 2024
Added 83.71%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,127
shares
|
$55,238
0.04% of portfolio
|
Q4 2024
Reduced 67.75%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,092
shares
|
$54,329
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,030
shares
|
$52,719
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,019
shares
|
$52,433
0.0% of portfolio
|
Q4 2024
Reduced 41.26%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,854
shares
|
$48,148
0.02% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,712
shares
|
$44,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,534
shares
|
$39,837
0.02% of portfolio
|
Q4 2024
Added 427.15%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
1,354
shares
|
$35,163
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,307
shares
|
$33,942
0.0% of portfolio
|
Q4 2024
Reduced 21.36%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,225
shares
|
$31,813
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,174
shares
|
$30,488
0.01% of portfolio
|
Q1 2024
Reduced 70.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,156
shares
|
$30,021
0.0% of portfolio
|
Q4 2023
Reduced 81.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,102
shares
|
$28,618
0.0% of portfolio
|
Q1 2024
Reduced 94.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
883
shares
|
$22,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
580
shares
|
$15,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 11, 2025 Q4 2024 |
573
shares
|
$14,880
0.32% of portfolio
|
Q4 2024
Reduced 97.54%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
557
shares
|
$14,465
0.0% of portfolio
|
Q1 2023
New holding
|