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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
70,589
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2022
Added 38.86%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
70,475
shares
|
$1.9 Million
1.66% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
70,458
shares
|
$1.9 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
69,894
shares
|
$1.88 Million
0.56% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
69,765
shares
|
$1.88 Million
1.74% of portfolio
|
Q1 2025
Reduced 29.56%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
69,380
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
69,373
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
67,899
shares
|
$1.83 Million
0.51% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
67,829
shares
|
$1.83 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
67,474
shares
|
$1.82 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
67,033
shares
|
$1.8 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
66,931
shares
|
$1.8 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
66,668
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 28.54%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
66,539
shares
|
$1.79 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
65,641
shares
|
$1.77 Million
0.87% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
63,972
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
62,815
shares
|
$1.69 Million
0.65% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
62,601
shares
|
$1.69 Million
0.57% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
62,525
shares
|
$1.68 Million
0.83% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
62,411
shares
|
$1.68 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
60,842
shares
|
$1.64 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
60,733
shares
|
$1.63 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
60,457
shares
|
$1.63 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
60,029
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
59,313
shares
|
$1.6 Million
1.55% of portfolio
|
Q1 2025
New holding
|