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 248 Million shares, which have been reported (via 13F filing form) to have a value of $6.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
104,239
shares
|
$2.81 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
102,463
shares
|
$2.76 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
100,623
shares
|
$2.71 Million
1.76% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
95,823
shares
|
$2.58 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,678
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
95,500
shares
|
$2.57 Million
0.1% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
95,136
shares
|
$2.56 Million
1.25% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
94,456
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,008
shares
|
$2.53 Million
0.1% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
93,759
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,204
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
91,674
shares
|
$2.47 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
90,615
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 132.19%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
90,337
shares
|
$2.43 Million
0.16% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
87,411
shares
|
$2.35 Million
1.4% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
86,517
shares
|
$2.33 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
84,389
shares
|
$2.27 Million
0.92% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
84,140
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
81,176
shares
|
$2.19 Million
0.38% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
80,893
shares
|
$2.18 Million
1.66% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
78,663
shares
|
$2.12 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
75,920
shares
|
$2.04 Million
0.4% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
75,640
shares
|
$2.04 Million
1.55% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
73,161
shares
|
$1.97 Million
0.07% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
70,898
shares
|
$1.91 Million
1.92% of portfolio
|
Q4 2024
New holding
|