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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$625,252
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
20,985
shares
|
$621,785
0.41% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
20,682
shares
|
$612,807
0.09% of portfolio
|
Q1 2025
Reduced 41.83%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
20,158
shares
|
$597,281
0.0% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
19,447
shares
|
$576,214
0.56% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
19,410
shares
|
$575,118
0.15% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
19,310
shares
|
$572,155
0.21% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,105
shares
|
$566,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
19,096
shares
|
$565,814
0.0% of portfolio
|
Q1 2025
Added 34.12%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
19,086
shares
|
$565,518
0.01% of portfolio
|
Q1 2025
Reduced 44.01%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
19,010
shares
|
$563,266
0.42% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
18,922
shares
|
$560,658
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
18,642
shares
|
$552,362
0.19% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
18,336
shares
|
$543,295
0.06% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
17,985
shares
|
$532,895
0.13% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
17,693
shares
|
$524,243
0.05% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
17,231
shares
|
$510,554
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
17,134
shares
|
$507,680
0.36% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,072
shares
|
$505,843
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
16,963
shares
|
$502,613
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,883
shares
|
$500,243
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
16,694
shares
|
$494,643
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
15,952
shares
|
$472,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
15,948
shares
|
$472,539
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
15,878
shares
|
$470,465
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|