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 572 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $6.39 Billion.
| 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 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
750,702
shares
|
$19.9 Million
8.23% of portfolio
|
Q4 2024
Added 34.98%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
736,804
shares
|
$19.5 Million
3.2% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
735,212
shares
|
$19.5 Million
0.66% of portfolio
|
Q3 2024
Added 161.71%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
727,955
shares
|
$19.3 Million
0.64% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
705,994
shares
|
$18.7 Million
4.79% of portfolio
|
Q4 2024
Added 169.33%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
685,597
shares
|
$18.1 Million
4.59% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
680,404
shares
|
$18 Million
5.9% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
679,361
shares
|
$18 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
677,356
shares
|
$17.9 Million
13.91% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
674,478
shares
|
$17.8 Million
0.1% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
653,059
shares
|
$17.3 Million
2.27% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
636,212
shares
|
$16.8 Million
14.98% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
632,893
shares
|
$16.7 Million
0.14% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
625,980
shares
|
$16.6 Million
13.8% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
621,555
shares
|
$16.4 Million
0.13% of portfolio
|
Q4 2024
Added 71.56%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
618,217
shares
|
$16.4 Million
7.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
612,299
shares
|
$16.2 Million
12.62% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
604,898
shares
|
$16 Million
4.98% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
581,400
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 6400.45%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
579,819
shares
|
$15.3 Million
0.82% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
572,542
shares
|
$15.1 Million
4.58% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
568,757
shares
|
$15 Million
0.43% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
566,567
shares
|
$15 Million
5.5% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
559,163
shares
|
$14.8 Million
0.83% of portfolio
|
Q4 2024
Added 2407.12%
|