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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,440
shares
|
$334,884
0.11% of portfolio
|
Q2 2023
Reduced 2.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
12,430
shares
|
$334,615
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
12,399
shares
|
$333,781
0.01% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
12,372
shares
|
$333,054
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
12,324
shares
|
$331,762
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,322
shares
|
$331,708
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,287
shares
|
$330,766
0.13% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
12,189
shares
|
$328,127
0.02% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
12,130
shares
|
$326,539
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,030
shares
|
$323,847
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
12,019
shares
|
$323,551
0.23% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
12,002
shares
|
$323,093
0.01% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
11,942
shares
|
$321,478
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
11,928
shares
|
$321,101
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
11,873
shares
|
$319,621
0.03% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
11,868
shares
|
$319,486
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
11,761
shares
|
$316,606
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
11,734
shares
|
$315,879
0.03% of portfolio
|
Q2 2024
Reduced 18.47%
|
|
|
Threadgill Financial, LLC
|
Apr 09, 2025 Q1 2025 |
11,718
shares
|
$315,448
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,680
shares
|
$314,425
0.07% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,599
shares
|
$312,245
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
11,582
shares
|
$311,787
0.01% of portfolio
|
Q1 2025
Added 417.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
11,553
shares
|
$311,006
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
11,492
shares
|
$309,364
0.27% of portfolio
|
Q1 2025
Reduced 73.13%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,402
shares
|
$306,941
0.01% of portfolio
|
Q3 2022
Added 8.62%
|