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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
19,310
shares
|
$519,825
0.21% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,105
shares
|
$514,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
19,096
shares
|
$514,064
0.0% of portfolio
|
Q1 2025
Added 34.12%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
19,087
shares
|
$513,822
0.32% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
18,922
shares
|
$509,380
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
18,757
shares
|
$504,938
0.12% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
18,642
shares
|
$501,842
0.19% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
18,336
shares
|
$493,605
0.06% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
17,693
shares
|
$476,295
0.05% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
17,231
shares
|
$463,858
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
17,134
shares
|
$461,247
0.36% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,072
shares
|
$459,578
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
16,963
shares
|
$456,643
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,883
shares
|
$454,490
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
16,694
shares
|
$449,402
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
15,952
shares
|
$429,427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
15,948
shares
|
$429,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
15,878
shares
|
$427,435
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
15,806
shares
|
$425,497
0.37% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
15,593
shares
|
$419,763
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
15,514
shares
|
$417,636
0.01% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
15,353
shares
|
$413,302
0.3% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,249
shares
|
$410,503
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,247
shares
|
$410,449
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,247
shares
|
$410,449
0.01% of portfolio
|
Q1 2025
New holding
|