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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
3,207
shares
|
$95,023
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,681
shares
|
$79,438
0.03% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,549
shares
|
$75,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,517
shares
|
$74,578
0.0% of portfolio
|
Q4 2023
Reduced 36.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
2,475
shares
|
$73,334
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,127
shares
|
$63,023
0.04% of portfolio
|
Q4 2024
Reduced 67.75%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,092
shares
|
$61,985
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,055
shares
|
$60,889
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,019
shares
|
$59,822
0.0% of portfolio
|
Q4 2024
Reduced 41.26%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,823
shares
|
$54,015
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,712
shares
|
$50,726
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,629
shares
|
$48,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,621
shares
|
$48,030
0.02% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,617
shares
|
$47,911
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,380
shares
|
$40,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
1,346
shares
|
$39,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,225
shares
|
$36,296
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,208
shares
|
$35,793
0.0% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,174
shares
|
$34,785
0.01% of portfolio
|
Q1 2024
Reduced 70.93%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
1,130
shares
|
$33,481
0.02% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,102
shares
|
$32,652
0.0% of portfolio
|
Q1 2024
Reduced 94.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
883
shares
|
$26,163
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
759
shares
|
$22,489
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
582
shares
|
$17,244
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
557
shares
|
$16,503
0.0% of portfolio
|
Q1 2023
New holding
|