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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
248,651
shares
|
$6.46 Million
3.22% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
247,223
shares
|
$6.42 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
244,959
shares
|
$6.36 Million
5.95% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$5.99 Million
0.21% of portfolio
|
Q3 2023
Added 2.79%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
228,993
shares
|
$5.95 Million
3.4% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
226,250
shares
|
$5.88 Million
2.98% of portfolio
|
Q4 2024
Added 55.45%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
223,354
shares
|
$5.8 Million
2.6% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
219,276
shares
|
$5.69 Million
0.45% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
217,898
shares
|
$5.66 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$5.61 Million
1.9% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
214,269
shares
|
$5.56 Million
3.4% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
213,042
shares
|
$5.53 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
211,838
shares
|
$5.5 Million
1.14% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
211,821
shares
|
$5.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
211,400
shares
|
$5.49 Million
0.29% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
210,034
shares
|
$5.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
208,569
shares
|
$5.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
206,560
shares
|
$5.36 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
203,834
shares
|
$5.29 Million
0.26% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
203,356
shares
|
$5.28 Million
2.89% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
200,954
shares
|
$5.22 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.47%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
194,100
shares
|
$5.04 Million
0.35% of portfolio
|
Q3 2022
Added 35.79%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
187,042
shares
|
$4.86 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
182,663
shares
|
$4.74 Million
1.18% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
181,770
shares
|
$4.72 Million
0.96% of portfolio
|
Q4 2024
Added 4.52%
|