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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
285,457
shares
|
$8.46 Million
1.86% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
271,708
shares
|
$8.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
271,269
shares
|
$8.04 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
270,503
shares
|
$8.02 Million
2.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
265,394
shares
|
$7.86 Million
1.41% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$7.41 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
247,172
shares
|
$7.32 Million
1.35% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
246,742
shares
|
$7.31 Million
6.44% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
246,028
shares
|
$7.29 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
241,280
shares
|
$7.15 Million
3.14% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$6.83 Million
0.21% of portfolio
|
Q3 2023
Added 2.79%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
229,665
shares
|
$6.8 Million
1.29% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
227,739
shares
|
$6.75 Million
3.82% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
226,431
shares
|
$6.71 Million
3.31% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
222,583
shares
|
$6.6 Million
2.94% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
220,880
shares
|
$6.54 Million
0.07% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
220,121
shares
|
$6.52 Million
3.04% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
218,541
shares
|
$6.48 Million
2.39% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
218,536
shares
|
$6.48 Million
0.07% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$6.41 Million
1.9% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
213,761
shares
|
$6.33 Million
0.03% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
211,523
shares
|
$6.27 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
208,220
shares
|
$6.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
207,718
shares
|
$6.15 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
205,273
shares
|
$6.08 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.62%
|