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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
755,910
shares
|
$19.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
745,315
shares
|
$19.6 Million
0.68% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
727,955
shares
|
$19.2 Million
0.64% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
712,934
shares
|
$18.8 Million
4.84% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
708,901
shares
|
$18.7 Million
8.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
705,994
shares
|
$18.6 Million
4.79% of portfolio
|
Q4 2024
Added 169.33%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
684,175
shares
|
$18 Million
15.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
680,404
shares
|
$17.9 Million
5.9% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
679,361
shares
|
$17.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
674,478
shares
|
$17.8 Million
0.1% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
653,059
shares
|
$17.2 Million
2.27% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
636,692
shares
|
$16.8 Million
0.14% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
636,212
shares
|
$16.8 Million
14.98% of portfolio
|
Q4 2024
New holding
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
625,980
shares
|
$16.5 Million
13.8% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
621,555
shares
|
$16.4 Million
0.13% of portfolio
|
Q4 2024
Added 71.56%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
618,217
shares
|
$16.3 Million
7.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
612,299
shares
|
$16.1 Million
12.62% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
594,643
shares
|
$15.7 Million
5.11% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
590,989
shares
|
$15.6 Million
0.52% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
581,400
shares
|
$15.3 Million
0.1% of portfolio
|
Q4 2024
Added 6400.45%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
581,256
shares
|
$15.3 Million
6.17% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
579,819
shares
|
$15.3 Million
0.82% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
572,542
shares
|
$15.1 Million
4.58% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
554,755
shares
|
$14.6 Million
6.66% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
550,993
shares
|
$14.5 Million
12.62% of portfolio
|
Q1 2025
Added 5.13%
|