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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
136,932
shares
|
$4.06 Million
0.14% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
134,690
shares
|
$3.99 Million
0.2% of portfolio
|
Q2 2022
Added 104.19%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
132,557
shares
|
$3.93 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
132,400
shares
|
$3.92 Million
1.16% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
126,896
shares
|
$3.76 Million
0.76% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
126,663
shares
|
$3.75 Million
0.06% of portfolio
|
Q4 2023
Reduced -0.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
126,218
shares
|
$3.74 Million
2.44% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
125,708
shares
|
$3.72 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
123,120
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
123,041
shares
|
$3.65 Million
1.99% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
122,817
shares
|
$3.64 Million
0.38% of portfolio
|
Q1 2025
Added 211.43%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
121,746
shares
|
$3.61 Million
1.85% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
120,167
shares
|
$3.56 Million
0.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
119,266
shares
|
$3.53 Million
3.54% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
118,614
shares
|
$3.51 Million
1.22% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
118,364
shares
|
$3.51 Million
1.99% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
117,940
shares
|
$3.49 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
116,599
shares
|
$3.45 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
113,329
shares
|
$3.36 Million
0.71% of portfolio
|
Q1 2025
Added 26.33%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
113,136
shares
|
$3.35 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
112,420
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
111,554
shares
|
$3.31 Million
1.84% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
111,270
shares
|
$3.3 Million
0.08% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
111,237
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
108,405
shares
|
$3.21 Million
0.09% of portfolio
|
Q3 2021
Reduced 17.52%
|