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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
47,506
shares
|
$1.41 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
|
$1.39 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
46,755
shares
|
$1.39 Million
1.13% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
46,342
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.37 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
45,704
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
45,132
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
44,849
shares
|
$1.33 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
|
$1.32 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
44,430
shares
|
$1.32 Million
0.93% of portfolio
|
Q2 2025
Added 286.62%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
43,719
shares
|
$1.3 Million
0.85% of portfolio
|
Q3 2021
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
43,523
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 43.72%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
42,331
shares
|
$1.25 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,942
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.41%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
41,809
shares
|
$1.24 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
40,854
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
40,775
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
40,747
shares
|
$1.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
40,540
shares
|
$1.2 Million
0.43% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
40,400
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
40,106
shares
|
$1.19 Million
0.38% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
39,883
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
39,856
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
39,630
shares
|
$1.17 Million
0.56% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
39,375
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.6%
|