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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,708
shares
|
$189,154
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,701
shares
|
$188,982
0.01% of portfolio
|
Q1 2023
Added 80.82%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
7,640
shares
|
$187,485
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
7,619
shares
|
$186,970
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
6,991
shares
|
$171,559
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
6,596
shares
|
$161,865
0.05% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,403
shares
|
$157,129
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,246
shares
|
$153,276
0.06% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,189
shares
|
$151,878
0.04% of portfolio
|
Q2 2023
Reduced 9.85%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
6,024
shares
|
$147,828
0.06% of portfolio
|
Q4 2023
Reduced 45.21%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
5,773
shares
|
$141,669
0.12% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,436
shares
|
$133,399
0.0% of portfolio
|
Q2 2023
Reduced 0.69%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5,274
shares
|
$129,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,112
shares
|
$125,448
0.01% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,069
shares
|
$124,393
0.01% of portfolio
|
Q2 2024
Reduced 42.54%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
5,000
shares
|
$122,700
0.05% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
4,911
shares
|
$120,515
0.03% of portfolio
|
Q2 2024
Added 100.29%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
4,709
shares
|
$115,558
0.04% of portfolio
|
Q4 2022
Reduced 98.2%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
4,421
shares
|
$108,491
0.01% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,271
shares
|
$104,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
4,138
shares
|
$101,546
0.04% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,931
shares
|
$96,466
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,710
shares
|
$91,043
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,694
shares
|
$90,650
0.0% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,437
shares
|
$84,343
0.01% of portfolio
|
Q2 2024
Reduced 51.26%
|