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 606 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,234,134
shares
|
$302 Million
3.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
7,930,849
shares
|
$213 Million
37.02% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,838,369
shares
|
$211 Million
0.08% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,701,257
shares
|
$207 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,744,314
shares
|
$155 Million
4.32% of portfolio
|
Q1 2025
Added 50.06%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,541,283
shares
|
$149 Million
21.04% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,176,023
shares
|
$139 Million
0.78% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,117,849
shares
|
$138 Million
0.74% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,083,408
shares
|
$137 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
4,355,586
shares
|
$117 Million
15.83% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
4,120,996
shares
|
$111 Million
4.31% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,987,815
shares
|
$107 Million
1.7% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,817,600
shares
|
$103 Million
6.81% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,694,150
shares
|
$99.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,691,185
shares
|
$99.4 Million
28.89% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,544,326
shares
|
$95.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,535,218
shares
|
$95.2 Million
7.75% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,439,056
shares
|
$92.6 Million
0.02% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,273,413
shares
|
$88.1 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,179,123
shares
|
$85.6 Million
0.37% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,916,306
shares
|
$78.5 Million
12.73% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,860,480
shares
|
$77 Million
0.88% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
2,766,610
shares
|
$74.5 Million
0.59% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
2,749,541
shares
|
$74 Million
4.1% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,668,377
shares
|
$71.8 Million
3.0% of portfolio
|
Q1 2025
Reduced 3.03%
|