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 |
|---|---|---|---|---|---|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
51,148
shares
|
$1.56 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
50,981
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
49,363
shares
|
$1.51 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
48,888
shares
|
$1.49 Million
0.82% of portfolio
|
Q4 2021
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
48,677
shares
|
$1.49 Million
1.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
48,565
shares
|
$1.48 Million
0.4% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
47,965
shares
|
$1.47 Million
0.43% of portfolio
|
Q2 2025
Added 72.27%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
47,614
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
47,311
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2025
Added 51.73%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
47,286
shares
|
$1.44 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
|
$1.44 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
47,127
shares
|
$1.44 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
46,923
shares
|
$1.43 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
46,761
shares
|
$1.43 Million
1.15% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
46,758
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.41 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
45,691
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
45,132
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
45,092
shares
|
$1.38 Million
0.77% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
44,619
shares
|
$1.36 Million
0.54% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
44,576
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 24.47%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
44,430
shares
|
$1.36 Million
0.93% of portfolio
|
Q2 2025
Added 286.62%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
44,108
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
43,719
shares
|
$1.34 Million
0.87% of portfolio
|
Q3 2021
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
43,089
shares
|
$1.32 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.03%
|