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 |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
37,461
shares
|
$1.01 Million
0.19% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
37,142
shares
|
$999,862
0.29% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
37,077
shares
|
$998,112
0.29% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
37,019
shares
|
$996,551
0.03% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
36,836
shares
|
$991,625
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
36,822
shares
|
$991,248
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
36,433
shares
|
$980,776
0.89% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
36,105
shares
|
$971,946
0.29% of portfolio
|
Q1 2023
Added 7.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35,812
shares
|
$964,059
0.01% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
35,741
shares
|
$962,147
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
35,705
shares
|
$961,178
0.5% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
35,603
shares
|
$958,432
0.6% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
34,953
shares
|
$940,934
0.44% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
34,922
shares
|
$940,100
0.22% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
34,713
shares
|
$934,473
0.57% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
34,671
shares
|
$933,343
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
34,243
shares
|
$921,821
0.24% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
34,086
shares
|
$917,595
0.01% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
33,522
shares
|
$902,412
0.21% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
33,104
shares
|
$891,159
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
32,590
shares
|
$877,322
0.27% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
32,119
shares
|
$864,643
0.42% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
31,938
shares
|
$859,770
0.09% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
31,929
shares
|
$859,528
0.24% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
31,535
shares
|
$848,922
0.14% of portfolio
|
Q4 2023
Reduced 72.71%
|