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 |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
15,228
shares
|
$409,937
0.14% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
15,219
shares
|
$409,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
15,080
shares
|
$405,953
0.14% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
14,928
shares
|
$401,861
0.0% of portfolio
|
Q1 2025
Added 84.5%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
14,661
shares
|
$394,674
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
14,616
shares
|
$393,462
0.04% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14,544
shares
|
$391,524
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,516
shares
|
$390,770
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
14,405
shares
|
$387,782
0.02% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
13,927
shares
|
$374,914
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
13,860
shares
|
$373,111
0.3% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
13,766
shares
|
$370,580
0.02% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
13,691
shares
|
$368,561
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
13,653
shares
|
$367,538
0.25% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
13,644
shares
|
$367,296
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
13,623
shares
|
$366,731
0.14% of portfolio
|
Q1 2023
Reduced 9.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
13,616
shares
|
$366,542
0.01% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
13,557
shares
|
$364,954
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
13,525
shares
|
$364,093
0.01% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
13,483
shares
|
$362,962
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
12,953
shares
|
$348,694
0.05% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
12,683
shares
|
$341,426
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
12,673
shares
|
$341,157
0.24% of portfolio
|
Q1 2025
Added 36.68%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
12,634
shares
|
$340,107
0.04% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
12,539
shares
|
$337,549
0.14% of portfolio
|
Q4 2024
Added 11.91%
|