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 573 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,678
shares
|
$2.6 Million
0.08% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
94,917
shares
|
$2.58 Million
1.18% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
94,463
shares
|
$2.57 Million
0.18% of portfolio
|
Q4 2024
Added 80.48%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,008
shares
|
$2.56 Million
0.1% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,204
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
93,199
shares
|
$2.54 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
90,795
shares
|
$2.47 Million
1.54% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
89,706
shares
|
$2.44 Million
0.57% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
89,380
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
86,710
shares
|
$2.36 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
83,968
shares
|
$2.28 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
83,367
shares
|
$2.27 Million
1.28% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
81,300
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
81,131
shares
|
$2.21 Million
0.35% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
80,166
shares
|
$2.18 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
78,663
shares
|
$2.14 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
77,327
shares
|
$2.1 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
75,739
shares
|
$2.06 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
75,640
shares
|
$2.06 Million
1.55% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
75,558
shares
|
$2.06 Million
0.98% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
75,558
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
72,901
shares
|
$1.98 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Feb 12, 2025 Q4 2024 |
72,295
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
71,465
shares
|
$1.94 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
71,322
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|