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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
12,130
shares
|
$319,382
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
12,018
shares
|
$316,433
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,928
shares
|
$314,064
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
11,916
shares
|
$313,748
0.24% of portfolio
|
Q4 2024
Reduced 58.22%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
11,873
shares
|
$312,616
0.03% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
11,868
shares
|
$312,484
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
11,734
shares
|
$308,956
0.03% of portfolio
|
Q2 2024
Reduced 18.47%
|
|
|
Threadgill Financial, LLC
|
Apr 09, 2025 Q1 2025 |
11,718
shares
|
$308,534
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,680
shares
|
$307,534
0.07% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
11,601
shares
|
$305,454
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
11,553
shares
|
$304,190
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,402
shares
|
$300,214
0.01% of portfolio
|
Q3 2022
Added 8.62%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
11,154
shares
|
$293,684
0.2% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
11,120
shares
|
$292,789
0.29% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
11,072
shares
|
$291,525
0.01% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
10,984
shares
|
$289,208
0.26% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,965
shares
|
$288,708
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$287,523
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
10,828
shares
|
$285,101
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
10,764
shares
|
$283,416
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
10,486
shares
|
$276,096
0.05% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
10,437
shares
|
$274,806
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
10,420
shares
|
$274,358
0.1% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$270,593
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
10,263
shares
|
$270,224
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|