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 518 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,516
shares
|
$371,754
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,516
shares
|
$371,754
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
14,254
shares
|
$365,044
0.05% of portfolio
|
Q3 2024
Added 44.36%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
14,155
shares
|
$362,509
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
14,082
shares
|
$360,640
0.09% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
13,928
shares
|
$356,696
0.01% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
13,925
shares
|
$356,619
0.31% of portfolio
|
Q2 2024
Reduced 17.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,923
shares
|
$356,568
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
13,920
shares
|
$356,491
0.29% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
13,691
shares
|
$350,626
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
13,623
shares
|
$348,885
0.14% of portfolio
|
Q1 2023
Reduced 9.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,609
shares
|
$348,526
0.04% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
13,525
shares
|
$346,375
0.01% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
13,483
shares
|
$345,299
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
13,334
shares
|
$341,483
0.04% of portfolio
|
Q4 2024
Reduced 52.53%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
12,953
shares
|
$331,726
0.05% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,695
shares
|
$325,118
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
12,539
shares
|
$321,123
0.13% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,440
shares
|
$318,588
0.11% of portfolio
|
Q2 2023
Reduced 2.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
12,374
shares
|
$316,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
12,372
shares
|
$316,846
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
12,287
shares
|
$314,670
0.11% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
12,243
shares
|
$313,543
0.03% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
12,189
shares
|
$312,160
0.03% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,130
shares
|
$310,649
0.01% of portfolio
|
Q1 2024
New holding
|