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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,520
shares
|
$243,807
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,484
shares
|
$242,885
0.22% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,347
shares
|
$239,376
0.09% of portfolio
|
Q3 2024
Reduced 50.81%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
9,320
shares
|
$238,685
0.15% of portfolio
|
Q3 2024
Added 74.37%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
9,256
shares
|
$237,046
0.05% of portfolio
|
Q1 2024
Reduced 44.76%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
9,052
shares
|
$231,821
0.2% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
8,950
shares
|
$229,209
0.17% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
8,944
shares
|
$229,055
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,928
shares
|
$228,646
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,906
shares
|
$228,082
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,786
shares
|
$225,009
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,783
shares
|
$224,932
0.03% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,674
shares
|
$222,141
0.08% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,588
shares
|
$219,938
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
8,471
shares
|
$216,942
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
8,471
shares
|
$216,942
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,435
shares
|
$216,020
0.07% of portfolio
|
Q1 2024
Reduced 80.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,426
shares
|
$215,789
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,415
shares
|
$215,508
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
8,356
shares
|
$213,997
0.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
8,192
shares
|
$209,797
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,162
shares
|
$209,028
0.19% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,109
shares
|
$207,671
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,003
shares
|
$204,956
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,981
shares
|
$204,393
0.06% of portfolio
|
Q1 2024
New holding
|