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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
8,174
shares
|
$242,195
0.04% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
8,174
shares
|
$242,195
0.02% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
8,162
shares
|
$241,840
0.18% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
8,135
shares
|
$241,040
0.19% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,109
shares
|
$240,269
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
8,040
shares
|
$238,225
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,981
shares
|
$236,477
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,901
shares
|
$234,106
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,862
shares
|
$232,951
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,837
shares
|
$232,210
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,831
shares
|
$232,032
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,828
shares
|
$231,943
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,786
shares
|
$230,699
0.01% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
7,771
shares
|
$230,254
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
7,750
shares
|
$229,632
0.17% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,732
shares
|
$229,099
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
7,727
shares
|
$228,951
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,698
shares
|
$228,091
0.0% of portfolio
|
Q1 2025
Added 54885.71%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,678
shares
|
$227,499
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
7,668
shares
|
$227,202
0.02% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,415
shares
|
$219,706
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
7,267
shares
|
$215,321
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
7,253
shares
|
$214,906
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,222
shares
|
$213,987
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
|
$207,498
0.03% of portfolio
|
Q1 2025
Reduced 54.7%
|