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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
108,528
shares
|
$3.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
108,419
shares
|
$3.31 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
108,405
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2021
Reduced 17.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
107,342
shares
|
$3.28 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
106,159
shares
|
$3.24 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
102,463
shares
|
$3.13 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
100,741
shares
|
$3.08 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
97,722
shares
|
$2.99 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
96,697
shares
|
$2.95 Million
0.07% of portfolio
|
Q2 2025
Added 610.17%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,678
shares
|
$2.92 Million
0.08% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,008
shares
|
$2.87 Million
0.1% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
93,423
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,204
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
92,242
shares
|
$2.82 Million
0.74% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
91,508
shares
|
$2.8 Million
0.21% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
90,762
shares
|
$2.77 Million
1.62% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
89,824
shares
|
$2.74 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
89,767
shares
|
$2.74 Million
1.22% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
88,081
shares
|
$2.69 Million
1.37% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
86,891
shares
|
$2.65 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
85,278
shares
|
$2.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
84,850
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
84,466
shares
|
$2.58 Million
0.91% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
81,210
shares
|
$2.48 Million
0.4% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
80,845
shares
|
$2.47 Million
0.41% of portfolio
|
Q2 2025
New holding
|