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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
174,077
shares
|
$4.52 Million
1.48% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
168,831
shares
|
$4.38 Million
0.45% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
167,917
shares
|
$4.36 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
162,854
shares
|
$4.23 Million
1.16% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
161,406
shares
|
$4.19 Million
1.88% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
156,166
shares
|
$4.06 Million
0.91% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
147,756
shares
|
$3.84 Million
2.05% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
147,094
shares
|
$3.82 Million
1.01% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
143,858
shares
|
$3.74 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
143,303
shares
|
$3.72 Million
0.22% of portfolio
|
Q4 2024
Added 78.75%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
140,247
shares
|
$3.64 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
139,782
shares
|
$3.63 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
138,616
shares
|
$3.6 Million
0.24% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
137,146
shares
|
$3.56 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
134,690
shares
|
$3.5 Million
0.2% of portfolio
|
Q2 2022
Added 104.19%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
132,364
shares
|
$3.44 Million
1.94% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
126,663
shares
|
$3.29 Million
0.05% of portfolio
|
Q4 2023
Reduced -0.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
126,601
shares
|
$3.29 Million
0.12% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
122,752
shares
|
$3.19 Million
1.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
122,621
shares
|
$3.18 Million
0.61% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
122,366
shares
|
$3.18 Million
3.86% of portfolio
|
Q3 2024
Added 64.58%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
122,241
shares
|
$3.17 Million
0.74% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
122,039
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
120,345
shares
|
$3.13 Million
0.21% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
119,944
shares
|
$3.11 Million
0.67% of portfolio
|
Q4 2024
Added 1.07%
|