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 518 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,254,599
shares
|
$32.1 Million
4.88% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,241,648
shares
|
$31.8 Million
0.21% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,232,560
shares
|
$31.6 Million
4.86% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
1,216,203
shares
|
$31.1 Million
2.51% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,203,751
shares
|
$30.8 Million
2.89% of portfolio
|
Q4 2024
Added 30.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,173,408
shares
|
$30.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,133,285
shares
|
$29 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
1,100,506
shares
|
$28.2 Million
11.32% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
1,083,039
shares
|
$27.7 Million
14.77% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,036,515
shares
|
$26.5 Million
18.75% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
1,005,201
shares
|
$25.7 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
996,138
shares
|
$25.5 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
955,886
shares
|
$24.5 Million
2.1% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
953,812
shares
|
$24.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
925,015
shares
|
$23.7 Million
0.3% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
916,863
shares
|
$23.5 Million
1.73% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
881,193
shares
|
$22.6 Million
10.4% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
872,892
shares
|
$22.4 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
818,707
shares
|
$21 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
805,036
shares
|
$20.6 Million
13.65% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
759,555
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
736,804
shares
|
$18.9 Million
3.2% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
735,212
shares
|
$18.8 Million
0.66% of portfolio
|
Q3 2024
Added 161.71%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
727,955
shares
|
$18.6 Million
0.64% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
705,994
shares
|
$18.1 Million
4.79% of portfolio
|
Q4 2024
Added 169.33%
|