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 |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
23,135
shares
|
$609,144
0.44% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
23,052
shares
|
$606,959
0.09% of portfolio
|
Q4 2024
Added 3923.04%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
22,948
shares
|
$604,220
0.0% of portfolio
|
Q4 2024
Added 56.03%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
22,889
shares
|
$602,667
0.05% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
22,687
shares
|
$597,348
0.61% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
22,561
shares
|
$594,031
0.27% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
22,303
shares
|
$587,237
0.81% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
22,194
shares
|
$584,368
0.04% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$576,548
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,802
shares
|
$574,046
0.16% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
21,720
shares
|
$571,887
0.6% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
21,687
shares
|
$571,018
0.15% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$555,615
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
20,985
shares
|
$552,535
0.41% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
20,582
shares
|
$541,924
0.36% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
20,510
shares
|
$540,028
0.22% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
19,736
shares
|
$519,648
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
19,558
shares
|
$514,962
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
19,496
shares
|
$513,329
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
19,426
shares
|
$511,486
0.15% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,105
shares
|
$503,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
19,087
shares
|
$502,560
0.32% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
18,922
shares
|
$498,216
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
18,642
shares
|
$490,843
0.19% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
17,693
shares
|
$465,856
0.05% of portfolio
|
Q2 2024
Reduced 1.44%
|