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 |
|---|---|---|---|---|---|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
23,901
shares
|
$751,686
0.49% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
23,777
shares
|
$747,786
0.42% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
23,617
shares
|
$742,754
0.12% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
23,039
shares
|
$724,576
0.29% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
22,303
shares
|
$701,429
0.84% of portfolio
|
Q2 2025
Reduced 95.74%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
22,136
shares
|
$696,177
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
22,105
shares
|
$695,202
0.05% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
21,948
shares
|
$690,264
0.01% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$688,660
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
21,699
shares
|
$682,433
0.17% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,436
shares
|
$674,162
0.0% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
21,106
shares
|
$663,783
0.04% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$663,657
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
21,067
shares
|
$662,557
0.38% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
20,468
shares
|
$643,718
0.09% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
20,440
shares
|
$642,838
0.01% of portfolio
|
Q3 2025
Added 190.51%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
20,331
shares
|
$639,409
0.35% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
20,204
shares
|
$635,415
0.16% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
20,136
shares
|
$633,277
0.48% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
20,062
shares
|
$630,949
0.01% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
19,943
shares
|
$627,207
0.38% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,310
shares
|
$607,299
0.21% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
19,305
shares
|
$607,142
0.15% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,290
shares
|
$606,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,105
shares
|
$600,852
0.0% of portfolio
|
Q4 2024
New holding
|