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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
137,474
shares
|
$3.37 Million
0.26% of portfolio
|
Q3 2024
Added 63.63%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
134,690
shares
|
$3.31 Million
0.2% of portfolio
|
Q2 2022
Added 104.19%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
126,663
shares
|
$3.11 Million
0.06% of portfolio
|
Q4 2023
Reduced -0.0%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
122,621
shares
|
$3.01 Million
0.61% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
122,366
shares
|
$3 Million
3.86% of portfolio
|
Q3 2024
Added 64.58%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
122,241
shares
|
$3 Million
0.74% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
122,039
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
120,345
shares
|
$2.95 Million
0.21% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
119,434
shares
|
$2.93 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
118,671
shares
|
$2.91 Million
0.75% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
118,364
shares
|
$2.9 Million
1.99% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
118,270
shares
|
$2.9 Million
0.65% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
114,905
shares
|
$2.82 Million
1.05% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
112,806
shares
|
$2.77 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
112,268
shares
|
$2.76 Million
2.51% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
111,213
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
108,917
shares
|
$2.67 Million
0.32% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
108,564
shares
|
$2.66 Million
0.35% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
108,405
shares
|
$2.66 Million
0.09% of portfolio
|
Q3 2021
Reduced 17.52%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
107,632
shares
|
$2.64 Million
0.6% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
105,896
shares
|
$2.6 Million
0.11% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
104,120
shares
|
$2.56 Million
0.16% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
102,490
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
99,597
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
98,871
shares
|
$2.43 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.84%
|