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 513 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$7.37 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
291,314
shares
|
$7.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
286,971
shares
|
$7.24 Million
2.43% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
285,324
shares
|
$7.2 Million
0.7% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
278,526
shares
|
$7.02 Million
1.27% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
277,517
shares
|
$7 Million
1.78% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
275,287
shares
|
$6.94 Million
1.57% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
272,707
shares
|
$6.88 Million
2.97% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
265,737
shares
|
$6.7 Million
2.87% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
262,930
shares
|
$6.63 Million
4.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
262,131
shares
|
$6.61 Million
2.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
253,138
shares
|
$6.38 Million
3.86% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
252,880
shares
|
$6.38 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$6.31 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
249,160
shares
|
$6.28 Million
0.02% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
248,663
shares
|
$6.27 Million
3.37% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
242,407
shares
|
$6.11 Million
3.38% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
241,488
shares
|
$6.09 Million
4.12% of portfolio
|
Q3 2024
Reduced 50.05%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$5.82 Million
0.21% of portfolio
|
Q3 2023
Added 2.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
222,947
shares
|
$5.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
222,342
shares
|
$5.61 Million
2.74% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$5.45 Million
1.9% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
215,080
shares
|
$5.42 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
212,518
shares
|
$5.36 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
212,176
shares
|
$5.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.67%
|