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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,310,147
shares
|
$34 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
1,308,728
shares
|
$34 Million
22.05% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,296,357
shares
|
$33.7 Million
0.19% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,289,402
shares
|
$33.5 Million
2.4% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,254,599
shares
|
$32.6 Million
4.88% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,232,560
shares
|
$32 Million
4.86% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,203,751
shares
|
$31.3 Million
2.89% of portfolio
|
Q4 2024
Added 30.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,173,408
shares
|
$30.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
1,151,040
shares
|
$29.9 Million
0.21% of portfolio
|
Q4 2024
Added 2385.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,133,285
shares
|
$29.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
1,100,506
shares
|
$28.6 Million
11.32% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
1,083,039
shares
|
$28.1 Million
14.77% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
1,070,385
shares
|
$27.8 Million
21.44% of portfolio
|
Q4 2024
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
1,052,845
shares
|
$27.3 Million
19.61% of portfolio
|
Q4 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,036,515
shares
|
$26.9 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
|
$26 Million
3.79% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
996,138
shares
|
$25.9 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
955,886
shares
|
$24.8 Million
2.1% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
954,457
shares
|
$24.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
925,015
shares
|
$24 Million
0.3% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
916,863
shares
|
$23.8 Million
1.73% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
872,892
shares
|
$22.7 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
866,633
shares
|
$22.5 Million
9.45% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
818,707
shares
|
$21.3 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
805,036
shares
|
$20.9 Million
13.65% of portfolio
|
Q4 2024
Added 2.0%
|