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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,422
shares
|
$221,751
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
8,356
shares
|
$220,013
0.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
8,322
shares
|
$219,118
0.04% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
8,176
shares
|
$215,274
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,162
shares
|
$214,905
0.19% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,157
shares
|
$214,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
8,129
shares
|
$214,036
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,109
shares
|
$213,509
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,091
shares
|
$213,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,091
shares
|
$213,036
0.0% of portfolio
|
Q4 2024
Added 23697.06%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
8,040
shares
|
$211,693
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,862
shares
|
$207,006
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
7,727
shares
|
$203,451
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,448
shares
|
$196,105
0.0% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
7,235
shares
|
$190,497
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,204
shares
|
$189,681
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
6,991
shares
|
$184,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,403
shares
|
$168,590
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,246
shares
|
$164,457
0.06% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,189
shares
|
$162,956
0.04% of portfolio
|
Q2 2023
Reduced 9.85%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
6,024
shares
|
$158,611
0.06% of portfolio
|
Q4 2023
Reduced 45.21%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
5,867
shares
|
$154,478
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,388
shares
|
$141,866
0.0% of portfolio
|
Q4 2024
Added 134.36%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,274
shares
|
$138,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,184
shares
|
$136,494
0.09% of portfolio
|
Q4 2024
Reduced 10.2%
|