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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
11,676
shares
|
$286,529
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,612
shares
|
$284,958
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
11,601
shares
|
$284,688
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,402
shares
|
$279,805
0.01% of portfolio
|
Q3 2022
Added 8.62%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
11,205
shares
|
$274,970
0.13% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
11,022
shares
|
$270,479
0.21% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$267,976
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
10,437
shares
|
$256,123
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
10,420
shares
|
$255,706
0.11% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$252,197
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
10,263
shares
|
$251,854
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$245,400
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
9,995
shares
|
$245,277
0.03% of portfolio
|
Q3 2024
Reduced 85.59%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,841
shares
|
$241,498
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$240,099
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
9,717
shares
|
$238,455
0.03% of portfolio
|
Q1 2023
Added 42147.83%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,520
shares
|
$233,620
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,484
shares
|
$232,737
0.22% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,347
shares
|
$229,375
0.09% of portfolio
|
Q3 2024
Reduced 50.81%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
9,320
shares
|
$228,712
0.15% of portfolio
|
Q3 2024
Added 74.37%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
9,256
shares
|
$227,142
0.05% of portfolio
|
Q1 2024
Reduced 44.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
9,168
shares
|
$224,982
0.01% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
8,950
shares
|
$219,633
0.17% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
8,944
shares
|
$219,485
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,928
shares
|
$219,093
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|