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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
758,998
shares
|
$20.4 Million
0.05% of portfolio
|
Q1 2025
Added 40.66%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
758,727
shares
|
$20.4 Million
2.77% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
747,207
shares
|
$20.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
745,315
shares
|
$20.1 Million
0.68% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
723,859
shares
|
$19.5 Million
13.42% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
713,213
shares
|
$19.2 Million
2.62% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
712,934
shares
|
$19.2 Million
4.84% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
709,799
shares
|
$19.1 Million
5.12% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
708,901
shares
|
$19.1 Million
8.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
704,793
shares
|
$19 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
698,668
shares
|
$18.8 Million
6.67% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
684,197
shares
|
$18.4 Million
0.14% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
684,175
shares
|
$18.4 Million
15.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
636,692
shares
|
$17.1 Million
0.14% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
624,979
shares
|
$16.8 Million
6.83% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
615,415
shares
|
$16.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
610,981
shares
|
$16.4 Million
5.14% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
594,643
shares
|
$16 Million
5.11% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
590,989
shares
|
$15.9 Million
0.52% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
589,175
shares
|
$15.9 Million
0.88% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
581,256
shares
|
$15.6 Million
6.17% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
579,625
shares
|
$15.6 Million
15.18% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
551,479
shares
|
$14.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
550,993
shares
|
$14.8 Million
12.62% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
534,684
shares
|
$14.4 Million
8.22% of portfolio
|
Q1 2025
Reduced 0.12%
|