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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5,000
shares
|
$131,650
0.04% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
4,911
shares
|
$129,306
0.03% of portfolio
|
Q2 2024
Added 100.29%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
4,709
shares
|
$123,987
0.04% of portfolio
|
Q4 2022
Reduced 98.2%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
4,657
shares
|
$122,618
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,421
shares
|
$116,404
0.01% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,259
shares
|
$112,139
0.0% of portfolio
|
Q1 2025
Reduced 44.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,237
shares
|
$111,560
0.01% of portfolio
|
Q4 2024
Added 1006.27%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
4,169
shares
|
$109,769
0.04% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,079
shares
|
$107,400
0.0% of portfolio
|
Q4 2024
Added 868.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,968
shares
|
$104,477
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,710
shares
|
$97,684
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,698
shares
|
$97,368
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
3,464
shares
|
$91,207
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
3,319
shares
|
$87,389
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
3,207
shares
|
$84,440
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,595
shares
|
$68,326
0.01% of portfolio
|
Q3 2024
Reduced 35.67%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,517
shares
|
$66,272
0.0% of portfolio
|
Q4 2023
Reduced 36.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
2,475
shares
|
$65,166
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,239
shares
|
$58,952
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,148
shares
|
$56,556
0.01% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,127
shares
|
$56,003
0.04% of portfolio
|
Q4 2024
Reduced 67.75%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,092
shares
|
$55,082
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,049
shares
|
$53,950
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,019
shares
|
$53,160
0.0% of portfolio
|
Q4 2024
Reduced 41.26%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,854
shares
|
$48,815
0.02% of portfolio
|
Q2 2024
Added 5.22%
|