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 253 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
80,643
shares
|
$2.46 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
79,886
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
79,061
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 34.21%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
78,533
shares
|
$2.4 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
78,161
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Added 68.66%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
76,595
shares
|
$2.34 Million
0.41% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
75,640
shares
|
$2.31 Million
1.55% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
74,206
shares
|
$2.27 Million
0.26% of portfolio
|
Q2 2025
Added 525.26%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
72,209
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
70,589
shares
|
$2.16 Million
0.09% of portfolio
|
Q3 2022
Added 38.86%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
70,284
shares
|
$2.15 Million
0.55% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
70,136
shares
|
$2.14 Million
1.86% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
69,373
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
69,080
shares
|
$2.11 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
68,678
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
66,899
shares
|
$2.04 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
66,529
shares
|
$2.03 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
66,146
shares
|
$2.02 Million
1.49% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
66,134
shares
|
$2.02 Million
0.92% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
65,802
shares
|
$2.01 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
65,643
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 56.51%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
65,436
shares
|
$2 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
65,322
shares
|
$2 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
64,231
shares
|
$1.96 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
64,225
shares
|
$1.96 Million
1.23% of portfolio
|
Q2 2025
Added 12.5%
|