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 513 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
686,819
shares
|
$16.9 Million
0.66% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
657,238
shares
|
$16.1 Million
6.25% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
651,987
shares
|
$16 Million
2.49% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
624,930
shares
|
$15.3 Million
4.56% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
623,117
shares
|
$15.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
622,491
shares
|
$15.3 Million
6.88% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
607,884
shares
|
$14.9 Million
5.31% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
606,550
shares
|
$14.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
603,949
shares
|
$14.8 Million
7.7% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
573,240
shares
|
$14.1 Million
9.06% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
556,139
shares
|
$13.6 Million
7.68% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
555,727
shares
|
$13.6 Million
0.97% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
555,487
shares
|
$13.6 Million
7.37% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
539,497
shares
|
$13.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
526,572
shares
|
$12.9 Million
4.61% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
522,885
shares
|
$12.8 Million
0.55% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
506,569
shares
|
$12.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
464,504
shares
|
$11.4 Million
8.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
463,288
shares
|
$11.4 Million
8.51% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
462,674
shares
|
$11.4 Million
2.96% of portfolio
|
Q3 2024
Reduced 48.57%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
457,975
shares
|
$11.2 Million
4.25% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
449,719
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
408,619
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
401,188
shares
|
$9.85 Million
3.85% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
398,293
shares
|
$9.77 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.0%
|