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 |
|---|---|---|---|---|---|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
51,629
shares
|
$1.62 Million
1.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
50,846
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
49,363
shares
|
$1.55 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
49,051
shares
|
$1.54 Million
0.6% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
49,045
shares
|
$1.54 Million
1.12% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
48,888
shares
|
$1.54 Million
0.82% of portfolio
|
Q4 2021
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
48,578
shares
|
$1.53 Million
0.35% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
47,965
shares
|
$1.51 Million
0.43% of portfolio
|
Q2 2025
Added 72.27%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
47,614
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
47,311
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Added 51.73%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
47,286
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
47,150
shares
|
$1.48 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
47,089
shares
|
$1.48 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
46,923
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
46,763
shares
|
$1.47 Million
1.14% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
46,758
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.45 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
45,691
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
45,160
shares
|
$1.42 Million
0.77% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
45,132
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
44,589
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
44,576
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 24.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
44,108
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,971
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
43,719
shares
|
$1.37 Million
0.87% of portfolio
|
Q3 2021
New holding
|