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 617 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
60,842
shares
|
$1.8 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
60,733
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
60,457
shares
|
$1.79 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
|
$1.78 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
|
$1.76 Million
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
58,908
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 7530.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
58,133
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
Added 68.98%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
57,943
shares
|
$1.72 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
57,090
shares
|
$1.69 Million
0.99% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
56,699
shares
|
$1.68 Million
0.31% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
56,551
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
53,495
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
52,522
shares
|
$1.56 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
52,428
shares
|
$1.55 Million
0.28% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
51,655
shares
|
$1.53 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
51,599
shares
|
$1.53 Million
1.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
51,137
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
50,938
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
50,895
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
49,363
shares
|
$1.46 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
48,888
shares
|
$1.45 Million
0.78% of portfolio
|
Q4 2021
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
48,590
shares
|
$1.44 Million
0.9% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
48,565
shares
|
$1.44 Million
0.4% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
48,565
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
48,325
shares
|
$1.43 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.01%
|