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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
301,308
shares
|
$7.72 Million
1.91% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
300,295
shares
|
$7.69 Million
4.8% of portfolio
|
Q4 2022
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$7.49 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
292,124
shares
|
$7.48 Million
1.5% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
291,314
shares
|
$7.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
286,971
shares
|
$7.35 Million
2.43% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
278,526
shares
|
$7.13 Million
1.27% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
277,517
shares
|
$7.11 Million
1.78% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
274,235
shares
|
$7.02 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
271,561
shares
|
$6.95 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
265,737
shares
|
$6.81 Million
2.87% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
262,930
shares
|
$6.73 Million
4.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
253,138
shares
|
$6.48 Million
3.86% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
252,880
shares
|
$6.48 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$6.4 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
249,160
shares
|
$6.38 Million
0.02% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
248,651
shares
|
$6.37 Million
3.22% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
247,223
shares
|
$6.33 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
244,959
shares
|
$6.27 Million
5.95% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
241,488
shares
|
$6.18 Million
4.12% of portfolio
|
Q3 2024
Reduced 50.05%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$5.91 Million
0.21% of portfolio
|
Q3 2023
Added 2.79%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
223,354
shares
|
$5.72 Million
2.6% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
222,947
shares
|
$5.71 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$5.54 Million
1.9% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
213,042
shares
|
$5.46 Million
2.85% of portfolio
|
Q4 2024
New holding
|