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 |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
39,574
shares
|
$1.01 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
39,375
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,889
shares
|
$995,947
0.01% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
38,768
shares
|
$992,848
0.56% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
38,663
shares
|
$990,159
0.21% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
38,498
shares
|
$985,933
0.04% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
38,361
shares
|
$982,425
0.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
38,077
shares
|
$975,151
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
37,989
shares
|
$972,898
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
37,921
shares
|
$971,156
0.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
37,662
shares
|
$964,523
0.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
37,169
shares
|
$951,898
0.0% of portfolio
|
Q3 2024
Added 133.59%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
36,986
shares
|
$947,211
0.02% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,892
shares
|
$944,804
0.22% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
36,839
shares
|
$943,446
0.33% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
36,369
shares
|
$931,410
0.59% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
36,335
shares
|
$930,539
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,138
shares
|
$925,494
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
36,105
shares
|
$924,649
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
35,947
shares
|
$920,602
0.16% of portfolio
|
Q4 2024
Added 34.57%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
35,705
shares
|
$914,405
0.55% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
35,546
shares
|
$910,333
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
35,437
shares
|
$907,541
0.22% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
34,324
shares
|
$879,037
0.0% of portfolio
|
Q4 2024
Added 141.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
33,476
shares
|
$857,320
0.04% of portfolio
|
Q2 2024
New holding
|