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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
351,064
shares
|
$9.12 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
348,970
shares
|
$9.06 Million
0.03% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
344,261
shares
|
$8.94 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
342,071
shares
|
$8.88 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
330,984
shares
|
$8.6 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
321,196
shares
|
$8.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
321,057
shares
|
$8.34 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
316,029
shares
|
$8.21 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
312,596
shares
|
$8.12 Million
3.35% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
311,867
shares
|
$8.1 Million
4.37% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
306,513
shares
|
$7.96 Million
3.96% of portfolio
|
Q3 2023
Added 4.41%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
306,287
shares
|
$7.95 Million
0.96% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
300,295
shares
|
$7.8 Million
4.8% of portfolio
|
Q4 2022
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$7.59 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
292,124
shares
|
$7.59 Million
1.5% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
291,314
shares
|
$7.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
286,971
shares
|
$7.45 Million
2.43% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
282,354
shares
|
$7.33 Million
1.23% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
281,187
shares
|
$7.3 Million
1.63% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
274,235
shares
|
$7.12 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
271,561
shares
|
$7.05 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
270,846
shares
|
$7.03 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
265,826
shares
|
$6.9 Million
2.73% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$6.49 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
249,160
shares
|
$6.47 Million
0.02% of portfolio
|
Q3 2024
Added 3.93%
|