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 518 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$640,250
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
24,158
shares
|
$618,686
0.16% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
23,679
shares
|
$606,419
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,613
shares
|
$604,728
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
23,368
shares
|
$598,454
0.19% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
23,250
shares
|
$595,432
0.16% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
23,248
shares
|
$595,381
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
23,238
shares
|
$595,125
0.02% of portfolio
|
Q3 2024
Reduced 30.25%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
22,862
shares
|
$585,495
0.52% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
22,615
shares
|
$579,170
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
22,561
shares
|
$577,787
0.27% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
22,303
shares
|
$571,179
0.87% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
22,248
shares
|
$569,771
0.05% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
22,136
shares
|
$566,902
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$560,782
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
21,720
shares
|
$556,249
0.6% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$540,422
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
20,753
shares
|
$531,484
0.15% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
20,510
shares
|
$525,261
0.22% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
20,182
shares
|
$516,861
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,138
shares
|
$515,734
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
19,995
shares
|
$512,071
0.17% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
19,736
shares
|
$505,438
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19,643
shares
|
$503,057
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
19,590
shares
|
$501,699
0.84% of portfolio
|
Q2 2024
New holding
|