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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
31,221
shares
|
$822,048
0.07% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
30,703
shares
|
$808,409
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
30,599
shares
|
$805,671
0.04% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
30,581
shares
|
$805,197
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,285
shares
|
$797,404
0.06% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
30,206
shares
|
$795,323
0.01% of portfolio
|
Q4 2024
Added 59.92%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
30,200
shares
|
$795,166
0.35% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
29,950
shares
|
$788,583
0.0% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
29,321
shares
|
$772,021
0.41% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
28,269
shares
|
$744,322
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,099
shares
|
$739,846
0.26% of portfolio
|
Q1 2024
Added 55.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
27,965
shares
|
$736,318
0.23% of portfolio
|
Q4 2024
Reduced 24.09%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
27,843
shares
|
$733,106
0.25% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
26,869
shares
|
$707,460
0.14% of portfolio
|
Q3 2023
Added 11.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
26,752
shares
|
$704,380
0.01% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
26,178
shares
|
$689,266
0.16% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
25,987
shares
|
$684,237
0.31% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
25,607
shares
|
$674,232
0.09% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
25,469
shares
|
$670,598
0.49% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
25,140
shares
|
$661,936
0.09% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$658,250
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
24,984
shares
|
$657,828
0.18% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
24,158
shares
|
$636,080
0.15% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
23,679
shares
|
$623,468
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
23,424
shares
|
$616,753
0.11% of portfolio
|
Q4 2024
Added 0.76%
|