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 513 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
2,262,878
shares
|
$57.1 Million
23.34% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,234,354
shares
|
$56.4 Million
3.72% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
2,194,700
shares
|
$55.4 Million
18.25% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
2,082,486
shares
|
$52.5 Million
11.07% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
2,020,879
shares
|
$51 Million
4.64% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,005,214
shares
|
$50.6 Million
12.2% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
1,937,480
shares
|
$48.9 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,757,474
shares
|
$44.3 Million
21.63% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
1,667,305
shares
|
$42 Million
15.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,659,205
shares
|
$41.8 Million
5.96% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,595,865
shares
|
$40.2 Million
7.36% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,568,936
shares
|
$39.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,531,459
shares
|
$38.6 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,522,651
shares
|
$38.4 Million
9.09% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
1,520,407
shares
|
$38.3 Million
20.56% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,509,986
shares
|
$38.1 Million
1.5% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,493,586
shares
|
$37.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.4%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$36.8 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
1,408,445
shares
|
$35.5 Million
26.58% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
1,378,964
shares
|
$34.8 Million
12.69% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,326,223
shares
|
$33.4 Million
0.68% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,311,972
shares
|
$33.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,310,147
shares
|
$33 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,289,402
shares
|
$32.5 Million
2.4% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,241,648
shares
|
$31.3 Million
0.21% of portfolio
|
Q3 2024
Added 18.46%
|