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 |
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
125,708
shares
|
$3.38 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
124,485
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
123,041
shares
|
$3.31 Million
0.69% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
123,041
shares
|
$3.31 Million
1.99% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
121,746
shares
|
$3.28 Million
1.85% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
120,167
shares
|
$3.23 Million
0.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
119,266
shares
|
$3.21 Million
3.54% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
118,614
shares
|
$3.19 Million
1.22% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
118,364
shares
|
$3.19 Million
1.99% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
117,940
shares
|
$3.17 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
117,875
shares
|
$3.17 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
113,136
shares
|
$3.05 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
112,137
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
111,554
shares
|
$3 Million
1.84% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
111,270
shares
|
$3 Million
0.08% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
111,236
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
108,405
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2021
Reduced 17.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
107,958
shares
|
$2.91 Million
0.68% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
107,396
shares
|
$2.89 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
106,542
shares
|
$2.87 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
104,239
shares
|
$2.81 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
103,227
shares
|
$2.78 Million
0.31% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
100,623
shares
|
$2.71 Million
1.76% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
95,823
shares
|
$2.58 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,678
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2022
Added 0.1%
|