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 658 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $8.01 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
|
$353 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
|
$252 Million
0.08% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,615,838
shares
|
$240 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
6,995,733
shares
|
$220 Million
33.48% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,280,884
shares
|
$198 Million
0.92% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,749,117
shares
|
$181 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
|
$162 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,117,849
shares
|
$161 Million
0.74% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,817,439
shares
|
$152 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
4,536,974
shares
|
$143 Million
16.82% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,058,842
shares
|
$128 Million
0.02% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,052,050
shares
|
$127 Million
4.09% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,792,745
shares
|
$119 Million
7.14% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
3,680,826
shares
|
$116 Million
29.1% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,679,168
shares
|
$116 Million
1.54% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
3,538,198
shares
|
$111 Million
7.85% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,459,555
shares
|
$109 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
|
$103 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,001,123
shares
|
$94.4 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
|
$91.8 Million
0.02% of portfolio
|
Q2 2025
Added 645.48%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,876,712
shares
|
$90.5 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
|
$90 Million
0.94% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
2,850,542
shares
|
$89.6 Million
12.98% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
2,797,757
shares
|
$88 Million
0.58% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,752,510
shares
|
$86.6 Million
4.31% of portfolio
|
Q2 2025
Added 0.11%
|