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 |
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,823
shares
|
$49,075
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,712
shares
|
$46,087
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,629
shares
|
$43,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,617
shares
|
$43,529
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,534
shares
|
$41,295
0.02% of portfolio
|
Q4 2024
Added 427.15%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,380
shares
|
$37,149
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,346
shares
|
$36,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,225
shares
|
$32,977
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,208
shares
|
$32,519
0.0% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,174
shares
|
$31,604
0.01% of portfolio
|
Q1 2024
Reduced 70.93%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
1,130
shares
|
$30,419
0.02% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,102
shares
|
$29,665
0.0% of portfolio
|
Q1 2024
Reduced 94.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
883
shares
|
$23,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
759
shares
|
$20,432
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
582
shares
|
$15,667
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
557
shares
|
$14,994
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
460
shares
|
$12,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
330
shares
|
$8,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
309
shares
|
$8,318
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
189
shares
|
$5,087
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
174
shares
|
$4,684
0.0% of portfolio
|
Q2 2022
Added 10.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
159
shares
|
$4,280
0.0% of portfolio
|
Q1 2023
Reduced 10.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
158
shares
|
$4,253
0.0% of portfolio
|
Q4 2023
Reduced 4.82%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
152
shares
|
$4,091
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
129
shares
|
$3,472
0.0% of portfolio
|
Q2 2023
New holding
|