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 |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
36,914
shares
|
$971,945
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
36,822
shares
|
$969,523
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
36,386
shares
|
$958,043
0.35% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
36,105
shares
|
$950,644
0.27% of portfolio
|
Q1 2023
Added 7.96%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
35,705
shares
|
$940,112
0.5% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
35,644
shares
|
$938,506
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
35,603
shares
|
$937,426
0.6% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
35,557
shares
|
$936,215
0.13% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
35,485
shares
|
$934,320
0.0% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
34,953
shares
|
$920,312
0.44% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
34,713
shares
|
$913,993
0.57% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
34,671
shares
|
$912,887
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
34,402
shares
|
$905,804
0.03% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
34,086
shares
|
$897,484
0.01% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
34,081
shares
|
$897,352
0.01% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
33,914
shares
|
$892,955
0.0% of portfolio
|
Q4 2024
Added 125.09%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
33,675
shares
|
$886,662
0.19% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
33,104
shares
|
$871,628
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
32,725
shares
|
$861,649
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
32,708
shares
|
$861,201
0.09% of portfolio
|
Q4 2023
Reduced 22.21%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
32,590
shares
|
$858,094
0.27% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
32,391
shares
|
$852,855
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
32,119
shares
|
$845,693
0.42% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
31,535
shares
|
$830,316
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$827,657
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|