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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,234,134
shares
|
$288 Million
3.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,094,456
shares
|
$233 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,492,040
shares
|
$192 Million
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,198,260
shares
|
$184 Million
37.5% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,702,093
shares
|
$146 Million
0.23% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,633,179
shares
|
$144 Million
20.94% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,157,093
shares
|
$132 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
4,606,324
shares
|
$118 Million
14.69% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,585,250
shares
|
$117 Million
0.77% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,530,767
shares
|
$116 Million
0.03% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,160,423
shares
|
$107 Million
4.61% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,091,211
shares
|
$105 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,828,009
shares
|
$98 Million
2.78% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,781,925
shares
|
$96.9 Million
6.87% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,652,033
shares
|
$93.5 Million
0.28% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
3,589,080
shares
|
$91.9 Million
7.44% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
3,502,573
shares
|
$89.7 Million
29.7% of portfolio
|
Q4 2021
Reduced 33.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,273,413
shares
|
$83.8 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,259,544
shares
|
$83.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
2,914,747
shares
|
$74.6 Million
12.68% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,905,980
shares
|
$74.4 Million
1.8% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,638,492
shares
|
$67.6 Million
4.77% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
2,599,009
shares
|
$66.6 Million
0.59% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,467,849
shares
|
$63.2 Million
3.91% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,424,853
shares
|
$62.1 Million
4.82% of portfolio
|
Q4 2024
Reduced 3.94%
|