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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
64,083
shares
|
$1.96 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
63,381
shares
|
$1.94 Million
0.58% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
63,181
shares
|
$1.93 Million
3.02% of portfolio
|
Q2 2025
Added 62.21%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
62,443
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
62,411
shares
|
$1.91 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
61,216
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
60,773
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
60,743
shares
|
$1.86 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
60,483
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2025
Added 48.33%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
60,457
shares
|
$1.85 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
60,417
shares
|
$1.85 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
60,318
shares
|
$1.84 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
58,564
shares
|
$1.79 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
58,473
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
58,115
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
58,027
shares
|
$1.77 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
57,734
shares
|
$1.76 Million
0.34% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
57,511
shares
|
$1.76 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
55,575
shares
|
$1.7 Million
0.77% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
54,596
shares
|
$1.67 Million
0.13% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
53,495
shares
|
$1.63 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
52,697
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
52,428
shares
|
$1.6 Million
0.28% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
52,284
shares
|
$1.6 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
51,752
shares
|
$1.58 Million
0.26% of portfolio
|
Q2 2025
Added 0.19%
|