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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
58,133
shares
|
$1.56 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
|
$1.56 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
57,090
shares
|
$1.54 Million
0.99% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
56,699
shares
|
$1.53 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
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
53,495
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
52,522
shares
|
$1.41 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
51,655
shares
|
$1.39 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
|
$1.39 Million
1.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
51,137
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
50,938
shares
|
$1.37 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
|
$1.37 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
|
$1.33 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
48,888
shares
|
$1.32 Million
0.78% of portfolio
|
Q4 2021
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
48,590
shares
|
$1.31 Million
0.9% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
48,565
shares
|
$1.31 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
|
$1.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
47,506
shares
|
$1.28 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
46,963
shares
|
$1.26 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
46,755
shares
|
$1.26 Million
1.13% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
46,472
shares
|
$1.25 Million
0.44% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
46,342
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.24 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
46,011
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
45,704
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.44%
|