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 |
|---|---|---|---|---|---|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Apr 18, 2025 Q1 2025 |
196,380
shares
|
$5.29 Million
4.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
194,100
shares
|
$5.23 Million
0.35% of portfolio
|
Q3 2022
Added 35.79%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
191,441
shares
|
$5.15 Million
0.55% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
189,935
shares
|
$5.11 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
187,708
shares
|
$5.05 Million
1.02% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
183,795
shares
|
$4.95 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
182,326
shares
|
$4.91 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
176,633
shares
|
$4.75 Million
1.8% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
174,914
shares
|
$4.71 Million
1.59% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
173,945
shares
|
$4.68 Million
0.63% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
166,867
shares
|
$4.49 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
165,000
shares
|
$4.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
162,854
shares
|
$4.38 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
156,658
shares
|
$4.22 Million
4.43% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
156,166
shares
|
$4.2 Million
0.91% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
149,995
shares
|
$4.04 Million
3.74% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
149,739
shares
|
$4.03 Million
2.21% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
148,369
shares
|
$3.99 Million
0.26% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
145,885
shares
|
$3.93 Million
0.85% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
145,290
shares
|
$3.91 Million
0.24% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
142,616
shares
|
$3.84 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
139,223
shares
|
$3.75 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
136,932
shares
|
$3.69 Million
0.14% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
134,690
shares
|
$3.63 Million
0.2% of portfolio
|
Q2 2022
Added 104.19%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
132,557
shares
|
$3.57 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.35%
|