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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
123,041
shares
|
$3.24 Million
0.69% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
123,041
shares
|
$3.24 Million
1.99% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
122,752
shares
|
$3.23 Million
1.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
121,746
shares
|
$3.21 Million
1.85% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
120,167
shares
|
$3.16 Million
0.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
119,266
shares
|
$3.14 Million
3.54% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
119,035
shares
|
$3.13 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
118,364
shares
|
$3.12 Million
1.99% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
117,940
shares
|
$3.11 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
117,875
shares
|
$3.1 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
117,607
shares
|
$3.1 Million
0.35% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
114,629
shares
|
$3.02 Million
0.95% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
112,137
shares
|
$2.95 Million
0.0% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
111,510
shares
|
$2.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 64.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
111,270
shares
|
$2.93 Million
0.08% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
111,236
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
108,405
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2021
Reduced 17.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
107,958
shares
|
$2.84 Million
0.68% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
107,435
shares
|
$2.83 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
107,396
shares
|
$2.83 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
106,542
shares
|
$2.81 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
103,489
shares
|
$2.72 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
103,227
shares
|
$2.72 Million
0.31% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
100,623
shares
|
$2.65 Million
1.76% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
100,028
shares
|
$2.63 Million
0.81% of portfolio
|
Q4 2024
Added 1.36%
|