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 |
|---|---|---|---|---|---|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
11,154
shares
|
$300,265
0.2% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
11,120
shares
|
$299,350
0.29% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
10,984
shares
|
$295,689
0.26% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$293,966
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
10,828
shares
|
$291,489
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
10,764
shares
|
$289,766
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,601
shares
|
$285,378
0.01% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
10,486
shares
|
$282,283
0.05% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
10,420
shares
|
$280,506
0.1% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$276,656
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
10,263
shares
|
$276,279
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
10,218
shares
|
$275,068
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,206
shares
|
$274,745
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
10,123
shares
|
$272,511
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$269,200
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$263,385
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,717
shares
|
$261,581
0.03% of portfolio
|
Q1 2023
Added 42147.83%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,643
shares
|
$259,589
0.19% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
9,520
shares
|
$256,278
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
9,344
shares
|
$251,540
0.13% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
9,257
shares
|
$249,198
0.0% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
9,168
shares
|
$246,802
0.01% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
9,163
shares
|
$246,667
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,067
shares
|
$244,083
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
9,052
shares
|
$243,679
0.21% of portfolio
|
Q4 2024
Added 9.6%
|