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 617 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
9,344
shares
|
$276,862
0.13% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
9,257
shares
|
$274,284
0.0% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,168
shares
|
$271,647
0.01% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
9,163
shares
|
$271,499
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,111
shares
|
$269,958
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,067
shares
|
$268,655
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
9,052
shares
|
$268,210
0.21% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,998
shares
|
$266,610
0.0% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
8,950
shares
|
$265,188
0.09% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,928
shares
|
$264,536
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
8,907
shares
|
$263,914
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
8,786
shares
|
$260,329
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
8,729
shares
|
$258,640
0.08% of portfolio
|
Q1 2025
Reduced 91.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,691
shares
|
$257,514
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,641
shares
|
$256,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,587
shares
|
$254,432
0.01% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
8,585
shares
|
$254,373
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,568
shares
|
$253,869
0.0% of portfolio
|
Q1 2025
Added 110.05%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
8,556
shares
|
$253,514
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
8,464
shares
|
$250,788
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
8,437
shares
|
$249,988
0.08% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,435
shares
|
$249,929
0.07% of portfolio
|
Q1 2024
Reduced 80.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,422
shares
|
$249,543
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
8,377
shares
|
$248,210
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
8,282
shares
|
$245,395
0.09% of portfolio
|
Q1 2025
New holding
|