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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,901
shares
|
$212,694
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,862
shares
|
$211,645
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,837
shares
|
$210,972
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,831
shares
|
$210,810
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,828
shares
|
$210,729
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,786
shares
|
$209,599
0.01% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
7,771
shares
|
$209,195
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
7,727
shares
|
$208,010
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,698
shares
|
$207,230
0.0% of portfolio
|
Q1 2025
Added 54885.71%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,678
shares
|
$206,691
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
7,668
shares
|
$206,422
0.02% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,415
shares
|
$199,611
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
7,253
shares
|
$195,250
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,222
shares
|
$194,416
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,003
shares
|
$188,520
0.03% of portfolio
|
Q1 2025
Reduced 54.7%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,716
shares
|
$180,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,403
shares
|
$172,368
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
6,349
shares
|
$170,915
0.06% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,246
shares
|
$168,142
0.06% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,189
shares
|
$166,607
0.04% of portfolio
|
Q2 2023
Reduced 9.85%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5,796
shares
|
$156,028
0.06% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,657
shares
|
$152,286
0.0% of portfolio
|
Q1 2025
Reduced 24.05%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,388
shares
|
$145,044
0.0% of portfolio
|
Q4 2024
Added 134.36%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,184
shares
|
$139,553
0.09% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5,000
shares
|
$134,600
0.04% of portfolio
|
Q3 2023
Added 25.0%
|