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 513 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
3,207
shares
|
$78,699
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,644
shares
|
$64,883
0.0% of portfolio
|
Q3 2024
Added 18785.71%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
2,595
shares
|
$63,681
0.01% of portfolio
|
Q3 2024
Reduced 35.67%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,517
shares
|
$61,767
0.0% of portfolio
|
Q4 2023
Reduced 36.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,475
shares
|
$60,736
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
2,385
shares
|
$58,527
0.0% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,376
shares
|
$58,307
0.01% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,299
shares
|
$56,417
0.0% of portfolio
|
Q3 2023
Reduced 22.44%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,232
shares
|
$54,773
0.0% of portfolio
|
Q2 2024
Reduced 75.6%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,092
shares
|
$51,337
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,030
shares
|
$49,816
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,854
shares
|
$45,497
0.02% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,819
shares
|
$44,638
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,712
shares
|
$42,012
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,662
shares
|
$40,785
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,535
shares
|
$37,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
1,427
shares
|
$35,018
0.06% of portfolio
|
Q3 2024
Added 31.28%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,225
shares
|
$30,061
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,209
shares
|
$29,668
0.0% of portfolio
|
Q3 2024
Added 1579.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
1,174
shares
|
$28,809
0.01% of portfolio
|
Q1 2024
Reduced 70.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,156
shares
|
$28,368
0.0% of portfolio
|
Q4 2023
Reduced 81.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,102
shares
|
$27,043
0.0% of portfolio
|
Q1 2024
Reduced 94.06%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
557
shares
|
$13,668
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
474
shares
|
$11,631
0.0% of portfolio
|
Q3 2024
Added 26.06%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
459
shares
|
$11,263
0.0% of portfolio
|
Q3 2024
New holding
|