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 |
|---|---|---|---|---|---|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
395,316
shares
|
$9.7 Million
5.48% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
392,543
shares
|
$9.63 Million
1.82% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
390,828
shares
|
$9.59 Million
0.11% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
390,158
shares
|
$9.57 Million
1.98% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
382,507
shares
|
$9.39 Million
1.58% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
381,702
shares
|
$9.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
379,701
shares
|
$9.32 Million
5.04% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
379,455
shares
|
$9.31 Million
0.28% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
377,080
shares
|
$9.25 Million
6.78% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
375,202
shares
|
$9.21 Million
3.04% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
362,298
shares
|
$8.89 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
361,567
shares
|
$8.87 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
349,014
shares
|
$8.56 Million
0.01% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
348,970
shares
|
$8.56 Million
0.03% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
346,291
shares
|
$8.5 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
342,071
shares
|
$8.39 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
333,054
shares
|
$8.17 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
322,781
shares
|
$7.92 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
321,196
shares
|
$7.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
321,057
shares
|
$7.88 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
314,029
shares
|
$7.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
312,596
shares
|
$7.67 Million
3.88% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
306,513
shares
|
$7.52 Million
3.96% of portfolio
|
Q3 2023
Added 4.41%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
306,287
shares
|
$7.52 Million
0.96% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
301,308
shares
|
$7.39 Million
1.91% of portfolio
|
Q3 2024
Added 0.83%
|