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 |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
36,002
shares
|
$1.13 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
35,901
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
35,705
shares
|
$1.12 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
35,704
shares
|
$1.12 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
35,693
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
35,075
shares
|
$1.1 Million
0.45% of portfolio
|
Q2 2025
Added 159331.81%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
34,211
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
34,063
shares
|
$1.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
33,627
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
33,627
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
33,104
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
33,012
shares
|
$1.04 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
32,750
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
32,141
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,938
shares
|
$1 Million
0.1% of portfolio
|
Q4 2023
Added 2.41%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
31,776
shares
|
$999,355
0.23% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$988,599
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
31,159
shares
|
$979,950
0.02% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
31,062
shares
|
$976,899
0.25% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
30,950
shares
|
$973,377
0.44% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
30,932
shares
|
$972,811
0.71% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
30,854
shares
|
$970,358
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
30,241
shares
|
$951,079
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
30,200
shares
|
$949,790
0.36% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
30,127
shares
|
$947,494
0.22% of portfolio
|
Q2 2025
Reduced 12.02%
|