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 |
|---|---|---|---|---|---|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
70,898
shares
|
$1.93 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
70,589
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2022
Added 38.86%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
70,022
shares
|
$1.9 Million
0.6% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
69,501
shares
|
$1.89 Million
0.53% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
69,380
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
69,373
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
68,937
shares
|
$1.88 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
67,899
shares
|
$1.85 Million
0.48% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
67,829
shares
|
$1.84 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
67,793
shares
|
$1.84 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
67,188
shares
|
$1.83 Million
1.36% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
66,310
shares
|
$1.8 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
65,845
shares
|
$1.79 Million
1.42% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
62,440
shares
|
$1.7 Million
0.56% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
62,411
shares
|
$1.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
62,292
shares
|
$1.69 Million
0.77% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
61,224
shares
|
$1.67 Million
0.83% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
60,457
shares
|
$1.64 Million
0.34% of portfolio
|
Q2 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
60,318
shares
|
$1.64 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
60,273
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
58,917
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
57,943
shares
|
$1.58 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
57,305
shares
|
$1.56 Million
0.24% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
56,487
shares
|
$1.54 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
54,959
shares
|
$1.49 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.78%
|