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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
248,651
shares
|
$6.55 Million
3.22% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
247,404
shares
|
$6.51 Million
2.57% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
247,223
shares
|
$6.51 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
246,742
shares
|
$6.5 Million
6.44% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$6.07 Million
0.21% of portfolio
|
Q3 2023
Added 2.79%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
229,665
shares
|
$6.05 Million
1.29% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
228,993
shares
|
$6.03 Million
3.4% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
222,583
shares
|
$5.86 Million
2.94% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
220,121
shares
|
$5.8 Million
3.04% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
219,276
shares
|
$5.77 Million
0.45% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
218,541
shares
|
$5.75 Million
2.39% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
218,536
shares
|
$5.75 Million
0.07% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
217,898
shares
|
$5.74 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$5.69 Million
1.9% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
214,269
shares
|
$5.64 Million
3.4% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
211,523
shares
|
$5.57 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
210,034
shares
|
$5.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
208,569
shares
|
$5.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
207,718
shares
|
$5.47 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
206,560
shares
|
$5.44 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
203,356
shares
|
$5.35 Million
2.89% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
200,954
shares
|
$5.29 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.47%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Apr 18, 2025 Q1 2025 |
196,380
shares
|
$5.17 Million
4.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
194,100
shares
|
$5.11 Million
0.35% of portfolio
|
Q3 2022
Added 35.79%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
191,441
shares
|
$5.04 Million
0.55% of portfolio
|
Q1 2025
Added 13.39%
|