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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
38,361
shares
|
$967,464
0.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
38,077
shares
|
$960,301
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
37,964
shares
|
$957,452
0.3% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
37,662
shares
|
$949,835
0.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
37,169
shares
|
$937,402
0.0% of portfolio
|
Q3 2024
Added 133.59%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
36,986
shares
|
$932,786
0.02% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,892
shares
|
$930,416
0.22% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
36,839
shares
|
$929,079
0.33% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
36,391
shares
|
$917,781
0.66% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
36,335
shares
|
$916,368
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,138
shares
|
$911,400
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
35,705
shares
|
$900,480
0.55% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
35,437
shares
|
$893,721
0.22% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
35,422
shares
|
$893,342
0.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
35,156
shares
|
$886,634
0.32% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
33,476
shares
|
$844,264
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
33,104
shares
|
$834,882
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
32,725
shares
|
$825,324
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
32,708
shares
|
$824,895
0.1% of portfolio
|
Q4 2023
Reduced 22.21%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
32,525
shares
|
$820,280
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
32,141
shares
|
$810,596
0.41% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
31,835
shares
|
$802,878
0.38% of portfolio
|
Q1 2024
Reduced 25.85%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
31,561
shares
|
$795,968
0.13% of portfolio
|
Q3 2024
Added 87.84%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$792,765
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31,275
shares
|
$788,755
0.0% of portfolio
|
Q3 2024
Added 18.05%
|