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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
33,104
shares
|
$980,871
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
32,590
shares
|
$965,641
0.27% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
32,119
shares
|
$951,685
0.42% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
31,938
shares
|
$946,322
0.09% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
31,929
shares
|
$946,056
0.24% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
31,535
shares
|
$934,382
0.14% of portfolio
|
Q4 2023
Reduced 72.71%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$931,389
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
31,181
shares
|
$923,893
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
30,641
shares
|
$907,892
0.72% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
30,599
shares
|
$906,648
0.05% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
30,531
shares
|
$904,633
0.23% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
30,206
shares
|
$895,003
0.01% of portfolio
|
Q4 2024
Added 59.92%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
30,200
shares
|
$894,826
0.35% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
30,112
shares
|
$892,218
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
29,950
shares
|
$887,418
0.0% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
29,321
shares
|
$868,781
0.41% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
29,103
shares
|
$862,321
0.31% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
28,269
shares
|
$837,610
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
28,200
shares
|
$835,566
0.07% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,099
shares
|
$832,573
0.26% of portfolio
|
Q1 2024
Added 55.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
27,965
shares
|
$828,602
0.23% of portfolio
|
Q4 2024
Reduced 24.09%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
27,843
shares
|
$824,988
0.25% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
27,604
shares
|
$817,906
0.48% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
26,920
shares
|
$797,639
0.14% of portfolio
|
Q3 2021
Added 10.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
26,178
shares
|
$775,654
0.18% of portfolio
|
Q2 2024
Reduced 0.76%
|