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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
42,859
shares
|
$1.31 Million
0.84% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
42,331
shares
|
$1.29 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
42,155
shares
|
$1.29 Million
0.2% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
42,088
shares
|
$1.29 Million
0.18% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,942
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.41%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
41,683
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
41,634
shares
|
$1.27 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
40,123
shares
|
$1.23 Million
0.58% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
39,949
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
39,375
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
39,133
shares
|
$1.2 Million
0.21% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
38,726
shares
|
$1.18 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
38,488
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
38,077
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
37,992
shares
|
$1.16 Million
0.96% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
37,983
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
37,587
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
37,170
shares
|
$1.14 Million
0.23% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
36,989
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
36,982
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
36,388
shares
|
$1.11 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
36,170
shares
|
$1.1 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
36,105
shares
|
$1.1 Million
0.29% of portfolio
|
Q1 2023
Added 7.96%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
36,002
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
35,705
shares
|
$1.09 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.07%
|