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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,716
shares
|
$198,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,403
shares
|
$189,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
6,349
shares
|
$188,120
0.06% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,246
shares
|
$185,068
0.06% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,189
shares
|
$183,380
0.04% of portfolio
|
Q2 2023
Reduced 9.85%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5,796
shares
|
$171,735
0.06% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,657
shares
|
$167,616
0.0% of portfolio
|
Q1 2025
Reduced 24.05%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,388
shares
|
$159,646
0.0% of portfolio
|
Q4 2024
Added 134.36%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,184
shares
|
$153,601
0.09% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5,000
shares
|
$148,150
0.04% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,911
shares
|
$145,512
0.03% of portfolio
|
Q2 2024
Added 100.29%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
4,709
shares
|
$139,527
0.04% of portfolio
|
Q4 2022
Reduced 98.2%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
4,657
shares
|
$137,986
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,574
shares
|
$135,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,421
shares
|
$130,994
0.01% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,259
shares
|
$126,194
0.0% of portfolio
|
Q1 2025
Reduced 44.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,237
shares
|
$125,542
0.01% of portfolio
|
Q4 2024
Added 1006.27%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
4,177
shares
|
$123,764
0.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
4,130
shares
|
$122,371
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,978
shares
|
$117,868
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,913
shares
|
$115,942
0.0% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
3,813
shares
|
$112,979
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,710
shares
|
$109,927
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
3,467
shares
|
$102,727
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
3,319
shares
|
$98,341
0.07% of portfolio
|
Q4 2024
New holding
|