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 |
|---|---|---|---|---|---|
|
Unconventional Investor, LLC
|
Aug 14, 2024 Q2 2024 |
48,888
shares
|
$1.23 Million
0.9% of portfolio
|
Q4 2021
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
48,760
shares
|
$1.23 Million
0.93% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
48,497
shares
|
$1.22 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
48,005
shares
|
$1.21 Million
0.94% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
47,087
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,445
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
46,301
shares
|
$1.17 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.16 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
45,978
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
44,301
shares
|
$1.12 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
44,085
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 27.8%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
43,719
shares
|
$1.1 Million
0.83% of portfolio
|
Q3 2021
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
43,203
shares
|
$1.09 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
43,100
shares
|
$1.09 Million
0.84% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
42,156
shares
|
$1.06 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
41,764
shares
|
$1.05 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
41,215
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
40,354
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
40,340
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
40,145
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
40,106
shares
|
$1.01 Million
0.38% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
39,574
shares
|
$998,056
0.41% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,889
shares
|
$980,780
0.01% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
38,768
shares
|
$977,728
0.56% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
38,663
shares
|
$975,080
0.21% of portfolio
|
Q2 2024
Reduced 15.25%
|