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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
98,682
shares
|
$2.42 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
96,601
shares
|
$2.37 Million
0.62% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,678
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
94,533
shares
|
$2.32 Million
1.22% of portfolio
|
Q3 2024
Added 128.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,204
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
91,513
shares
|
$2.25 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
90,303
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
87,813
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
84,049
shares
|
$2.06 Million
1.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
82,569
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
82,554
shares
|
$2.03 Million
1.3% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
82,257
shares
|
$2.02 Million
1.37% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
81,303
shares
|
$2 Million
1.17% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
81,198
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80,171
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
79,618
shares
|
$1.95 Million
0.39% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
75,640
shares
|
$1.86 Million
1.55% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
74,715
shares
|
$1.83 Million
0.53% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
73,807
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
72,985
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
70,589
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2022
Added 38.86%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
69,971
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
69,035
shares
|
$1.69 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
68,768
shares
|
$1.69 Million
0.58% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
68,039
shares
|
$1.67 Million
0.8% of portfolio
|
Q2 2024
Reduced 0.51%
|