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 652 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,234,134
shares
|
$343 Million
3.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,024,667
shares
|
$245 Million
0.08% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,615,838
shares
|
$233 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
6,995,733
shares
|
$214 Million
33.48% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,280,884
shares
|
$192 Million
0.92% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,749,117
shares
|
$176 Million
22.06% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,135,326
shares
|
$157 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,117,849
shares
|
$156 Million
0.74% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,933,976
shares
|
$151 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
4,344,383
shares
|
$133 Million
16.6% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,087,877
shares
|
$125 Million
4.21% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,058,842
shares
|
$124 Million
0.02% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,792,745
shares
|
$116 Million
7.14% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,679,168
shares
|
$112 Million
1.54% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,631,152
shares
|
$111 Million
29.35% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
3,538,198
shares
|
$108 Million
7.85% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,459,555
shares
|
$106 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,273,413
shares
|
$100 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,001,123
shares
|
$91.7 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,917,896
shares
|
$89.1 Million
0.02% of portfolio
|
Q2 2025
Added 645.48%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,876,712
shares
|
$87.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
2,860,480
shares
|
$87.4 Million
0.94% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
2,850,542
shares
|
$87.1 Million
12.98% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
2,766,429
shares
|
$84.5 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,752,510
shares
|
$84.1 Million
4.31% of portfolio
|
Q2 2025
Added 0.11%
|