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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14,544
shares
|
$382,943
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,516
shares
|
$382,206
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
14,238
shares
|
$374,886
0.0% of portfolio
|
Q4 2024
Added 161.92%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
13,927
shares
|
$366,697
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
13,923
shares
|
$366,592
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
13,860
shares
|
$364,933
0.3% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
13,766
shares
|
$362,458
0.02% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
13,691
shares
|
$360,484
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
13,653
shares
|
$359,483
0.25% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
13,623
shares
|
$358,693
0.14% of portfolio
|
Q1 2023
Reduced 9.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
13,616
shares
|
$358,509
0.01% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,609
shares
|
$358,324
0.04% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
13,557
shares
|
$356,955
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
13,525
shares
|
$356,113
0.01% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
13,483
shares
|
$355,007
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
13,334
shares
|
$351,084
0.04% of portfolio
|
Q4 2024
Reduced 52.53%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
12,953
shares
|
$341,052
0.05% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
12,539
shares
|
$330,151
0.14% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,440
shares
|
$327,545
0.11% of portfolio
|
Q2 2023
Reduced 2.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
12,412
shares
|
$326,807
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
12,374
shares
|
$325,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
12,372
shares
|
$325,754
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,292
shares
|
$323,648
0.01% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,287
shares
|
$323,516
0.13% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
12,189
shares
|
$320,936
0.02% of portfolio
|
Q2 2024
Reduced 4.67%
|