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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
23,238
shares
|
$570,260
0.02% of portfolio
|
Q3 2024
Reduced 30.25%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
22,862
shares
|
$561,033
0.52% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
22,701
shares
|
$557,082
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
22,615
shares
|
$554,972
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
22,561
shares
|
$553,646
0.27% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
22,303
shares
|
$547,315
0.87% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
22,248
shares
|
$545,965
0.05% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
22,136
shares
|
$543,217
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$537,352
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
21,545
shares
|
$528,714
0.63% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$517,843
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
20,753
shares
|
$509,278
0.15% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
20,182
shares
|
$495,266
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,138
shares
|
$494,186
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
20,067
shares
|
$492,444
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
19,995
shares
|
$490,677
0.17% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,638
shares
|
$481,916
0.19% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
19,590
shares
|
$480,738
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
19,558
shares
|
$479,953
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
19,447
shares
|
$477,229
0.37% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
18,702
shares
|
$458,947
0.03% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
18,432
shares
|
$452,321
0.03% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
18,411
shares
|
$451,805
0.4% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
18,133
shares
|
$444,983
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
18,122
shares
|
$444,713
0.01% of portfolio
|
Q3 2024
Reduced 31.26%
|