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 |
|---|---|---|---|---|---|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
2,290,539
shares
|
$58.7 Million
22.25% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,234,354
shares
|
$57.2 Million
3.72% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
2,190,118
shares
|
$56.1 Million
17.44% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
2,038,129
shares
|
$52.2 Million
9.55% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
2,020,879
shares
|
$51.8 Million
4.64% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,005,214
shares
|
$51.4 Million
12.2% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
1,937,480
shares
|
$49.6 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,757,474
shares
|
$45 Million
21.63% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
1,754,718
shares
|
$44.9 Million
12.23% of portfolio
|
Q4 2024
Added 90.36%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,672,978
shares
|
$42.8 Million
14.4% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,659,205
shares
|
$42.5 Million
5.96% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,595,865
shares
|
$40.9 Million
7.36% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,568,936
shares
|
$40.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,522,651
shares
|
$39 Million
9.09% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
1,520,407
shares
|
$38.9 Million
20.56% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,509,986
shares
|
$38.7 Million
1.5% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,493,586
shares
|
$38.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.4%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,479,291
shares
|
$37.9 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
1,457,863
shares
|
$37.3 Million
12.46% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$37.3 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
1,408,445
shares
|
$36.1 Million
26.58% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,326,223
shares
|
$34 Million
0.68% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,311,972
shares
|
$33.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,310,147
shares
|
$33.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,289,402
shares
|
$33 Million
2.4% of portfolio
|
Q3 2024
Added 3.32%
|