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 |
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
526,633
shares
|
$14.2 Million
0.05% of portfolio
|
Q1 2025
Added 177.94%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
511,356
shares
|
$13.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
510,919
shares
|
$13.8 Million
4.0% of portfolio
|
Q1 2025
Added 33.36%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
506,948
shares
|
$13.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
498,986
shares
|
$13.4 Million
8.73% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
462,935
shares
|
$12.5 Million
3.8% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
461,320
shares
|
$12.4 Million
0.02% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
461,089
shares
|
$12.4 Million
7.87% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
451,717
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
451,443
shares
|
$12.2 Million
3.43% of portfolio
|
Q1 2025
Added 18.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
451,082
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
434,472
shares
|
$11.7 Million
11.82% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
431,117
shares
|
$11.6 Million
0.05% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
406,009
shares
|
$10.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
399,762
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 258.5%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
398,701
shares
|
$10.7 Million
1.77% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
398,504
shares
|
$10.7 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
397,455
shares
|
$10.7 Million
5.53% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
396,914
shares
|
$10.7 Million
0.1% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
391,288
shares
|
$10.5 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
390,756
shares
|
$10.5 Million
2.14% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
386,590
shares
|
$10.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
377,367
shares
|
$10.2 Million
1.72% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
371,926
shares
|
$10 Million
6.91% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
369,260
shares
|
$9.94 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|