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 |
|---|---|---|---|---|---|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
10,218
shares
|
$269,039
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$263,300
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,926
shares
|
$261,351
0.01% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
9,882
shares
|
$260,193
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$257,612
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,717
shares
|
$255,848
0.03% of portfolio
|
Q1 2023
Added 42147.83%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
9,520
shares
|
$250,661
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
9,344
shares
|
$246,027
0.13% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
9,272
shares
|
$244,131
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
9,163
shares
|
$241,261
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
9,091
shares
|
$239,366
0.17% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,067
shares
|
$238,734
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
9,052
shares
|
$238,339
0.21% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,950
shares
|
$235,653
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,928
shares
|
$235,074
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
8,907
shares
|
$234,521
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,852
shares
|
$233,073
0.03% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
8,786
shares
|
$231,335
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,674
shares
|
$228,386
0.08% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,669
shares
|
$228,254
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,587
shares
|
$226,095
0.01% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
8,585
shares
|
$226,043
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
8,515
shares
|
$224,199
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
8,515
shares
|
$224,199
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,435
shares
|
$222,093
0.07% of portfolio
|
Q1 2024
Reduced 80.55%
|