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 |
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
755,910
shares
|
$20.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
745,315
shares
|
$20.1 Million
0.68% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
723,859
shares
|
$19.5 Million
13.42% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
712,934
shares
|
$19.2 Million
4.84% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
709,799
shares
|
$19.1 Million
5.12% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
708,901
shares
|
$19.1 Million
8.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
704,793
shares
|
$19 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
698,668
shares
|
$18.8 Million
6.67% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
684,197
shares
|
$18.4 Million
0.14% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
684,175
shares
|
$18.4 Million
15.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
674,478
shares
|
$18.2 Million
0.1% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
653,059
shares
|
$17.6 Million
2.27% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
636,692
shares
|
$17.1 Million
0.14% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
624,979
shares
|
$16.8 Million
6.83% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
621,555
shares
|
$16.7 Million
0.13% of portfolio
|
Q4 2024
Added 71.56%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
610,981
shares
|
$16.4 Million
5.14% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
594,643
shares
|
$16 Million
5.11% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
590,989
shares
|
$15.9 Million
0.52% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
589,175
shares
|
$15.9 Million
0.88% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
581,256
shares
|
$15.6 Million
6.17% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
579,625
shares
|
$15.6 Million
15.18% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
550,993
shares
|
$14.8 Million
12.62% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
539,593
shares
|
$14.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 54.01%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
534,684
shares
|
$14.4 Million
8.22% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
530,007
shares
|
$14.3 Million
6.75% of portfolio
|
Q1 2025
Reduced 4.46%
|