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 |
|---|---|---|---|---|---|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
554,755
shares
|
$14.4 Million
6.66% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
526,572
shares
|
$13.7 Million
4.61% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
524,125
shares
|
$13.6 Million
11.56% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
514,358
shares
|
$13.4 Million
0.16% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
511,356
shares
|
$13.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
464,030
shares
|
$12.1 Million
7.35% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
463,288
shares
|
$12 Million
8.51% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
457,975
shares
|
$11.9 Million
4.25% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
449,719
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
408,619
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
401,188
shares
|
$10.4 Million
3.85% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
396,724
shares
|
$10.3 Million
5.22% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
396,212
shares
|
$10.3 Million
0.27% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
395,340
shares
|
$10.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
392,543
shares
|
$10.2 Million
1.82% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
390,828
shares
|
$10.1 Million
0.11% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
390,158
shares
|
$10.1 Million
1.98% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
383,740
shares
|
$9.97 Million
1.46% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
383,125
shares
|
$9.95 Million
3.73% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
381,702
shares
|
$9.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
378,073
shares
|
$9.82 Million
6.38% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
375,202
shares
|
$9.74 Million
3.04% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
372,521
shares
|
$9.67 Million
0.22% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
369,060
shares
|
$9.58 Million
4.41% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
362,298
shares
|
$9.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.38%
|