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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
43,089
shares
|
$1.36 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
42,859
shares
|
$1.35 Million
0.84% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
42,592
shares
|
$1.34 Million
0.27% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
42,467
shares
|
$1.34 Million
0.62% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
42,331
shares
|
$1.33 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
42,155
shares
|
$1.33 Million
0.2% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
42,088
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,942
shares
|
$1.32 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
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
41,634
shares
|
$1.31 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
40,123
shares
|
$1.26 Million
0.58% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
39,949
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
39,447
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
38,726
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
38,077
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
37,992
shares
|
$1.19 Million
0.96% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
37,983
shares
|
$1.19 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
37,627
shares
|
$1.18 Million
0.43% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
37,587
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
37,492
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
36,989
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
36,982
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
36,797
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
36,388
shares
|
$1.14 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
36,105
shares
|
$1.14 Million
0.29% of portfolio
|
Q1 2023
Added 7.96%
|