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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
110,217
shares
|
$3.47 Million
0.86% of portfolio
|
Q2 2025
Reduced 59.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
108,528
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
108,419
shares
|
$3.41 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
108,405
shares
|
$3.41 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
|
$3.38 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
105,978
shares
|
$3.33 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
102,463
shares
|
$3.22 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
101,935
shares
|
$3.21 Million
1.09% of portfolio
|
Q3 2025
Added 186.69%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
100,741
shares
|
$3.17 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
98,696
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
96,697
shares
|
$3.04 Million
0.07% of portfolio
|
Q2 2025
Added 610.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
96,382
shares
|
$3.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,678
shares
|
$3.01 Million
0.08% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,008
shares
|
$2.96 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
|
$2.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,204
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
91,508
shares
|
$2.88 Million
0.17% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
90,762
shares
|
$2.85 Million
1.62% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
89,722
shares
|
$2.82 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
88,081
shares
|
$2.77 Million
1.37% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
86,891
shares
|
$2.73 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
86,176
shares
|
$2.71 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
85,881
shares
|
$2.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
85,278
shares
|
$2.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
83,627
shares
|
$2.63 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.99%
|