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 607 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $7.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,234,134
shares
|
$322 Million
3.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
7,930,849
shares
|
$227 Million
37.02% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,838,369
shares
|
$225 Million
0.08% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,701,257
shares
|
$221 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,744,314
shares
|
$165 Million
4.32% of portfolio
|
Q1 2025
Added 50.06%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,541,283
shares
|
$159 Million
21.04% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,176,023
shares
|
$148 Million
0.78% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,117,849
shares
|
$147 Million
0.74% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,083,408
shares
|
$146 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
4,355,586
shares
|
$125 Million
15.83% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
4,120,996
shares
|
$118 Million
4.31% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,987,815
shares
|
$114 Million
1.7% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,817,600
shares
|
$109 Million
6.81% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
3,699,437
shares
|
$106 Million
30.78% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,694,150
shares
|
$106 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,544,326
shares
|
$102 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,535,218
shares
|
$101 Million
7.75% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,439,056
shares
|
$98.6 Million
0.02% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,273,413
shares
|
$93.8 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,179,123
shares
|
$91.1 Million
0.37% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,916,306
shares
|
$83.6 Million
12.73% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,860,480
shares
|
$82 Million
0.88% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
2,766,610
shares
|
$79.3 Million
0.59% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
2,749,541
shares
|
$78.8 Million
4.1% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,668,377
shares
|
$76.5 Million
3.0% of portfolio
|
Q1 2025
Reduced 3.03%
|