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 |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
28,765
shares
|
$878,770
0.32% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
28,329
shares
|
$865,450
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
28,200
shares
|
$861,510
0.07% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,099
shares
|
$858,424
0.26% of portfolio
|
Q1 2024
Added 55.61%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
27,833
shares
|
$850,298
0.06% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
27,171
shares
|
$830,074
0.15% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
26,421
shares
|
$807,161
0.01% of portfolio
|
Q2 2025
Added 65.67%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
26,178
shares
|
$799,737
0.16% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
25,607
shares
|
$782,293
0.49% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
25,554
shares
|
$780,674
0.2% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
25,478
shares
|
$778,352
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
25,469
shares
|
$778,077
0.5% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
25,228
shares
|
$770,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
25,090
shares
|
$766,499
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$763,750
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
24,827
shares
|
$758,464
0.06% of portfolio
|
Q2 2025
Reduced 59.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
24,700
shares
|
$754,585
0.06% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
24,567
shares
|
$750,521
0.09% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
24,288
shares
|
$741,998
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
24,239
shares
|
$740,501
0.29% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
24,158
shares
|
$738,026
0.17% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
24,101
shares
|
$736,285
0.09% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
24,096
shares
|
$736,132
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
23,901
shares
|
$730,175
0.57% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
23,617
shares
|
$721,499
0.12% of portfolio
|
Q2 2025
Added 1.03%
|