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 |
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,325,007
shares
|
$35.7 Million
2.77% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,312,871
shares
|
$35.3 Million
5.34% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,311,972
shares
|
$35.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,304,586
shares
|
$35.1 Million
0.22% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,301,606
shares
|
$35 Million
3.11% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
1,294,142
shares
|
$34.8 Million
17.8% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
1,278,063
shares
|
$34.4 Million
3.08% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,207,418
shares
|
$32.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
1,146,440
shares
|
$30.9 Million
15.89% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
1,113,860
shares
|
$30 Million
10.75% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
1,109,670
shares
|
$29.9 Million
21.05% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
1,101,163
shares
|
$29.6 Million
23.12% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,100,527
shares
|
$29.6 Million
2.79% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
1,060,948
shares
|
$28.6 Million
0.97% of portfolio
|
Q1 2025
Added 21.54%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,036,515
shares
|
$27.9 Million
18.75% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
1,002,222
shares
|
$27 Million
3.79% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
986,778
shares
|
$26.6 Million
2.24% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
954,457
shares
|
$25.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
916,863
shares
|
$24.7 Million
1.73% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
891,552
shares
|
$24 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
866,633
shares
|
$23.3 Million
9.45% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
830,205
shares
|
$22.3 Million
18.17% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
819,862
shares
|
$22.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
810,617
shares
|
$21.8 Million
15.11% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
758,727
shares
|
$20.4 Million
2.77% of portfolio
|
Q1 2025
Reduced 2.47%
|