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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,105
shares
|
$310,009
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
11,982
shares
|
$306,859
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
11,928
shares
|
$305,476
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,819
shares
|
$302,684
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
11,789
shares
|
$301,916
0.04% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
11,734
shares
|
$300,507
0.03% of portfolio
|
Q2 2024
Reduced 18.47%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
11,718
shares
|
$300,097
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,680
shares
|
$299,124
0.07% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
11,676
shares
|
$299,022
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,612
shares
|
$297,383
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
11,601
shares
|
$297,101
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,402
shares
|
$292,005
0.01% of portfolio
|
Q3 2022
Added 8.62%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
11,126
shares
|
$284,936
0.19% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$279,661
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
10,437
shares
|
$267,291
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
10,420
shares
|
$266,856
0.11% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$263,193
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
10,263
shares
|
$262,835
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
10,218
shares
|
$261,682
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$256,100
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
9,995
shares
|
$255,971
0.03% of portfolio
|
Q3 2024
Reduced 85.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,926
shares
|
$254,204
0.01% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,841
shares
|
$252,028
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$250,568
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
9,717
shares
|
$248,852
0.03% of portfolio
|
Q1 2023
Added 42147.83%
|