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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
2,479,098
shares
|
$65.3 Million
3.5% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,424,853
shares
|
$63.8 Million
4.82% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,384,699
shares
|
$62.8 Million
4.7% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
2,290,539
shares
|
$60.3 Million
22.25% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
2,217,826
shares
|
$58.4 Million
3.41% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
2,190,118
shares
|
$57.7 Million
17.44% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
2,149,170
shares
|
$56.6 Million
28.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
2,116,786
shares
|
$55.7 Million
10.71% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
2,030,631
shares
|
$53.5 Million
4.1% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,959,697
shares
|
$51.6 Million
23.13% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,859,290
shares
|
$49 Million
0.1% of portfolio
|
Q4 2024
Added 41.91%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,766,764
shares
|
$46.5 Million
11.33% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
1,754,718
shares
|
$46.2 Million
12.23% of portfolio
|
Q4 2024
Added 90.36%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,710,948
shares
|
$45 Million
7.17% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,672,978
shares
|
$44 Million
14.4% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,634,972
shares
|
$43 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
1,555,655
shares
|
$41 Million
19.78% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
1,521,559
shares
|
$40.1 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,495,523
shares
|
$39.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$38.4 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
1,439,354
shares
|
$37.9 Million
12.82% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,432,749
shares
|
$37.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,430,766
shares
|
$37.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,365,020
shares
|
$35.9 Million
2.46% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,319,106
shares
|
$34.7 Million
0.65% of portfolio
|
Q4 2024
Added 9.53%
|