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 |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
35,693
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
35,606
shares
|
$1.09 Million
0.52% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
35,556
shares
|
$1.09 Million
0.6% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
35,075
shares
|
$1.07 Million
0.45% of portfolio
|
Q2 2025
Added 159331.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
34,607
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
34,220
shares
|
$1.05 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
34,211
shares
|
$1.05 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
|
$1.04 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
33,803
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
33,104
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
32,750
shares
|
$1 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
|
$981,907
0.22% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,938
shares
|
$975,705
0.1% of portfolio
|
Q4 2023
Added 2.41%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$960,308
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
31,159
shares
|
$951,907
0.02% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
31,062
shares
|
$948,944
0.25% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
30,943
shares
|
$945,308
0.44% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
30,932
shares
|
$944,972
0.71% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
30,550
shares
|
$933,302
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
30,531
shares
|
$932,722
0.23% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
30,241
shares
|
$923,862
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
30,200
shares
|
$922,610
0.36% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
30,127
shares
|
$920,379
0.22% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
29,950
shares
|
$914,972
0.0% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
29,119
shares
|
$889,585
0.24% of portfolio
|
Q2 2025
Reduced 8.8%
|