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 |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
44,849
shares
|
$1.21 Million
0.77% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
44,434
shares
|
$1.2 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
43,719
shares
|
$1.18 Million
0.85% of portfolio
|
Q3 2021
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
43,523
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 43.72%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
43,029
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
42,901
shares
|
$1.15 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,942
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.41%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
41,809
shares
|
$1.13 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
40,854
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
40,775
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40,747
shares
|
$1.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
40,540
shares
|
$1.09 Million
0.43% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
40,400
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
40,106
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
39,883
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
39,856
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
39,630
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
39,375
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
38,950
shares
|
$1.05 Million
1.86% of portfolio
|
Q1 2025
Added 379.98%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
38,726
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
38,263
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
38,077
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
38,068
shares
|
$1.02 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
37,679
shares
|
$1.01 Million
0.24% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
37,587
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.2%
|