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 581 institutions that hold shares in the stock, with a total of 244 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
56,487
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
53,966
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
53,495
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
53,061
shares
|
$1.4 Million
0.66% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
52,995
shares
|
$1.4 Million
0.54% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
51,866
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 65.84%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
51,655
shares
|
$1.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
51,599
shares
|
$1.36 Million
1.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
51,137
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
50,895
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
50,469
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
49,803
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
49,363
shares
|
$1.3 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
49,076
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 37.02%
|
|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
48,888
shares
|
$1.29 Million
0.76% of portfolio
|
Q4 2021
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
48,570
shares
|
$1.28 Million
0.91% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
48,325
shares
|
$1.27 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
47,339
shares
|
$1.25 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
46,755
shares
|
$1.23 Million
1.13% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
46,472
shares
|
$1.22 Million
0.44% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.21 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
46,011
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
45,546
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
44,849
shares
|
$1.18 Million
0.77% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
43,719
shares
|
$1.15 Million
0.85% of portfolio
|
Q3 2021
New holding
|