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 221 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
67,899
shares
|
$1.71 Million
0.51% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
67,158
shares
|
$1.69 Million
1.44% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
66,043
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
64,667
shares
|
$1.63 Million
0.94% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
64,622
shares
|
$1.63 Million
0.76% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
63,009
shares
|
$1.59 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
62,959
shares
|
$1.59 Million
1.5% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
62,411
shares
|
$1.57 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
61,858
shares
|
$1.56 Million
0.64% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
60,457
shares
|
$1.52 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
60,318
shares
|
$1.52 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
58,947
shares
|
$1.49 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
58,917
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
57,178
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
56,121
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
53,495
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
52,340
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
51,598
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
50,806
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
50,720
shares
|
$1.28 Million
0.56% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
50,673
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
50,221
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
49,886
shares
|
$1.26 Million
0.67% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
49,803
shares
|
$1.26 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
49,076
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 37.02%
|