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 |
|---|---|---|---|---|---|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
17,825
shares
|
$437,425
0.34% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
17,693
shares
|
$434,186
0.05% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
17,231
shares
|
$422,848
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
17,113
shares
|
$419,953
0.01% of portfolio
|
Q3 2024
Reduced 25.68%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
16,883
shares
|
$414,308
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
16,839
shares
|
$413,229
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
16,664
shares
|
$408,934
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,646
shares
|
$408,492
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,299
shares
|
$399,977
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
15,952
shares
|
$391,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
15,917
shares
|
$390,603
0.03% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
15,455
shares
|
$379,265
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,247
shares
|
$374,161
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
15,067
shares
|
$369,744
0.0% of portfolio
|
Q3 2024
Added 2040.2%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
14,882
shares
|
$365,204
0.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
14,756
shares
|
$362,112
0.12% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,707
shares
|
$360,909
0.0% of portfolio
|
Q3 2024
Added 34.46%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14,544
shares
|
$356,909
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,516
shares
|
$356,222
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,516
shares
|
$356,222
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
14,409
shares
|
$353,596
0.32% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
14,254
shares
|
$349,793
0.05% of portfolio
|
Q3 2024
Added 44.36%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,223
shares
|
$349,032
0.0% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
14,155
shares
|
$347,363
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
14,082
shares
|
$345,572
0.09% of portfolio
|
Q3 2024
Reduced 4.95%
|