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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
212,176
shares
|
$5.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
211,869
shares
|
$5.2 Million
3.6% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
211,400
shares
|
$5.19 Million
0.29% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
210,586
shares
|
$5.17 Million
0.02% of portfolio
|
Q3 2024
Added 42.16%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
210,262
shares
|
$5.16 Million
1.27% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
203,834
shares
|
$5 Million
0.26% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
203,356
shares
|
$4.99 Million
2.89% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
200,954
shares
|
$4.93 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.47%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
200,475
shares
|
$4.92 Million
0.88% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
194,100
shares
|
$4.76 Million
0.35% of portfolio
|
Q3 2022
Added 35.79%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
180,339
shares
|
$4.43 Million
1.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
178,132
shares
|
$4.37 Million
1.7% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
176,933
shares
|
$4.34 Million
1.32% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
173,901
shares
|
$4.27 Million
1.01% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
168,325
shares
|
$4.13 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
162,854
shares
|
$4 Million
1.3% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
162,375
shares
|
$3.98 Million
0.47% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
161,406
shares
|
$3.96 Million
1.88% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
156,166
shares
|
$3.83 Million
0.91% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
155,810
shares
|
$3.82 Million
2.44% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
146,495
shares
|
$3.59 Million
2.26% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
146,141
shares
|
$3.59 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
145,543
shares
|
$3.57 Million
3.27% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
140,617
shares
|
$3.45 Million
1.17% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
139,347
shares
|
$3.42 Million
0.64% of portfolio
|
Q3 2024
Added 0.23%
|