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 606 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 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 |
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
4,911
shares
|
$132,204
0.03% of portfolio
|
Q2 2024
Added 100.29%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
4,709
shares
|
$126,766
0.04% of portfolio
|
Q4 2022
Reduced 98.2%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
4,657
shares
|
$125,366
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,574
shares
|
$123,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,421
shares
|
$119,013
0.01% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,259
shares
|
$114,652
0.0% of portfolio
|
Q1 2025
Reduced 44.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,237
shares
|
$114,060
0.01% of portfolio
|
Q4 2024
Added 1006.27%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
4,177
shares
|
$112,444
0.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,978
shares
|
$107,087
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,913
shares
|
$105,337
0.0% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
3,813
shares
|
$102,645
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,710
shares
|
$99,873
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
3,467
shares
|
$93,331
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
3,319
shares
|
$89,347
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
3,207
shares
|
$86,332
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
May 05, 2025 Q1 2025 |
2,889
shares
|
$77,771
20.1% of portfolio
|
Q1 2025
Added 328913.59%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,681
shares
|
$72,172
0.03% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,549
shares
|
$68,619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,517
shares
|
$67,757
0.0% of portfolio
|
Q4 2023
Reduced 36.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
2,475
shares
|
$66,627
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,148
shares
|
$57,824
0.01% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,127
shares
|
$57,258
0.04% of portfolio
|
Q4 2024
Reduced 67.75%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,092
shares
|
$56,316
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,049
shares
|
$55,159
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,019
shares
|
$54,351
0.0% of portfolio
|
Q4 2024
Reduced 41.26%
|