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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
539,593
shares
|
$14.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 54.01%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
535,336
shares
|
$14.1 Million
7.76% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
526,633
shares
|
$13.9 Million
0.05% of portfolio
|
Q1 2025
Added 177.94%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
514,358
shares
|
$13.5 Million
0.16% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
511,356
shares
|
$13.5 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
464,030
shares
|
$12.2 Million
7.35% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
463,288
shares
|
$12.2 Million
8.51% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
462,935
shares
|
$12.2 Million
3.8% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
451,082
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
445,869
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
431,117
shares
|
$11.4 Million
0.05% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
406,009
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
400,822
shares
|
$10.6 Million
3.46% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
398,701
shares
|
$10.5 Million
1.77% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
396,914
shares
|
$10.5 Million
0.1% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
396,724
shares
|
$10.4 Million
5.22% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
396,212
shares
|
$10.4 Million
0.27% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
391,288
shares
|
$10.3 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
390,756
shares
|
$10.3 Million
2.14% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
383,125
shares
|
$10.1 Million
3.73% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
382,232
shares
|
$10.1 Million
3.17% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
381,633
shares
|
$10 Million
9.71% of portfolio
|
Q4 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
377,367
shares
|
$9.94 Million
1.72% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
371,926
shares
|
$9.79 Million
6.91% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
369,260
shares
|
$9.72 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|