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 513 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$771,390
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31,275
shares
|
$767,488
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
31,221
shares
|
$766,163
0.07% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
30,853
shares
|
$757,132
0.21% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
30,622
shares
|
$751,463
0.44% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
30,061
shares
|
$737,696
0.08% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
29,950
shares
|
$734,973
0.0% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
29,010
shares
|
$711,905
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
28,519
shares
|
$699,856
0.55% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
28,269
shares
|
$693,721
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,099
shares
|
$689,549
0.26% of portfolio
|
Q1 2024
Added 55.61%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
28,090
shares
|
$689,328
0.1% of portfolio
|
Q3 2024
Added 50.34%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
27,349
shares
|
$671,144
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,981
shares
|
$662,113
0.25% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
26,712
shares
|
$655,512
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
26,316
shares
|
$645,794
0.01% of portfolio
|
Q3 2024
Added 35.01%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
26,178
shares
|
$642,408
0.18% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
26,051
shares
|
$639,291
0.55% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$613,500
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
24,158
shares
|
$592,837
0.16% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,613
shares
|
$579,463
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
23,563
shares
|
$578,236
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
23,368
shares
|
$573,450
0.19% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
23,250
shares
|
$570,555
0.16% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
23,248
shares
|
$570,505
0.13% of portfolio
|
Q3 2024
Added 0.56%
|