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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
43,029
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
42,933
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
42,901
shares
|
$1.13 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
42,769
shares
|
$1.13 Million
0.83% of portfolio
|
Q4 2024
Added 286.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,109
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
40,805
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40,747
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
40,360
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
40,106
shares
|
$1.06 Million
0.34% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
39,375
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
39,133
shares
|
$1.03 Million
0.5% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
39,026
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
38,950
shares
|
$1.03 Million
1.86% of portfolio
|
Q1 2025
Added 379.98%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
38,726
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38,547
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,250
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
38,247
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
38,077
shares
|
$1 Million
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
37,989
shares
|
$1 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
37,921
shares
|
$998,459
0.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
37,587
shares
|
$989,665
0.04% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
37,535
shares
|
$988,296
0.29% of portfolio
|
Q4 2024
Added 301.57%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
37,461
shares
|
$986,348
0.19% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
37,111
shares
|
$977,132
0.25% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
37,019
shares
|
$974,710
0.03% of portfolio
|
Q1 2025
Reduced 3.84%
|