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 |
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
363,346
shares
|
$9.78 Million
6.53% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
352,644
shares
|
$9.49 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
351,829
shares
|
$9.47 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
346,094
shares
|
$9.32 Million
1.46% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
342,426
shares
|
$9.22 Million
4.03% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
342,194
shares
|
$9.21 Million
0.23% of portfolio
|
Q1 2025
Added 7463.97%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
340,511
shares
|
$9.17 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
327,764
shares
|
$8.82 Million
1.45% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
325,255
shares
|
$8.76 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
322,581
shares
|
$8.68 Million
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
311,542
shares
|
$8.39 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
310,697
shares
|
$8.36 Million
2.56% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
309,424
shares
|
$8.33 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
308,472
shares
|
$8.3 Million
3.37% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
306,513
shares
|
$8.25 Million
3.96% of portfolio
|
Q3 2023
Added 4.41%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
301,669
shares
|
$8.12 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
300,295
shares
|
$8.08 Million
4.8% of portfolio
|
Q4 2022
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$7.87 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
290,923
shares
|
$7.83 Million
0.02% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
285,630
shares
|
$7.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
281,187
shares
|
$7.57 Million
1.63% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
274,235
shares
|
$7.38 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
270,846
shares
|
$7.29 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
265,394
shares
|
$7.14 Million
1.41% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$6.73 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|