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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
22,903
shares
|
$699,686
0.28% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
22,799
shares
|
$696,509
0.42% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
22,443
shares
|
$685,633
0.4% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
22,136
shares
|
$676,254
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
22,105
shares
|
$675,307
0.05% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
21,948
shares
|
$670,511
0.01% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$668,953
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
21,699
shares
|
$662,904
0.17% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,436
shares
|
$654,869
0.0% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
21,227
shares
|
$648,484
0.5% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
21,106
shares
|
$644,788
0.04% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$644,666
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
21,041
shares
|
$642,802
0.4% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
20,468
shares
|
$625,297
0.09% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
20,204
shares
|
$617,232
0.16% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
20,062
shares
|
$612,894
0.01% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
19,943
shares
|
$609,258
0.38% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
19,310
shares
|
$589,920
0.22% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
19,305
shares
|
$589,767
0.15% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,290
shares
|
$589,309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
19,157
shares
|
$585,246
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,105
shares
|
$583,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
19,030
shares
|
$581,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
19,010
shares
|
$580,755
0.42% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
18,828
shares
|
$575,195
0.55% of portfolio
|
Q2 2025
Reduced 3.18%
|