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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,712
shares
|
$45,076
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,534
shares
|
$40,390
0.02% of portfolio
|
Q4 2024
Added 427.15%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,346
shares
|
$35,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,225
shares
|
$32,254
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,174
shares
|
$30,911
0.01% of portfolio
|
Q1 2024
Reduced 70.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,156
shares
|
$30,437
0.0% of portfolio
|
Q4 2023
Reduced 81.98%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
1,130
shares
|
$29,752
0.02% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,102
shares
|
$29,015
0.0% of portfolio
|
Q1 2024
Reduced 94.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
883
shares
|
$23,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
580
shares
|
$15,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
557
shares
|
$14,665
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
460
shares
|
$12,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
330
shares
|
$8,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
330
shares
|
$8,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
309
shares
|
$8,135
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
283
shares
|
$7,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
274
shares
|
$7,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
189
shares
|
$4,976
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
174
shares
|
$4,581
0.0% of portfolio
|
Q2 2022
Added 10.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
159
shares
|
$4,186
0.0% of portfolio
|
Q1 2023
Reduced 10.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
158
shares
|
$4,160
0.0% of portfolio
|
Q4 2023
Reduced 4.82%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
152
shares
|
$4,002
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
129
shares
|
$3,396
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
127
shares
|
$3,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
125
shares
|
$3,291
0.0% of portfolio
|
Q2 2022
New holding
|