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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
14,887
shares
|
$454,797
0.11% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14,544
shares
|
$444,319
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,516
shares
|
$443,463
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
14,464
shares
|
$441,875
0.08% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
14,248
shares
|
$435,276
0.01% of portfolio
|
Q2 2025
Reduced 43.39%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
14,202
shares
|
$433,871
0.15% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
14,172
shares
|
$432,954
0.25% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
14,168
shares
|
$432,832
0.04% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
13,816
shares
|
$422,078
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
13,766
shares
|
$420,551
0.02% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
13,691
shares
|
$418,260
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
13,623
shares
|
$416,182
0.14% of portfolio
|
Q1 2023
Reduced 9.33%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
13,525
shares
|
$413,188
0.01% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
13,503
shares
|
$412,516
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
13,500
shares
|
$412,425
0.27% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
13,483
shares
|
$411,905
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
13,302
shares
|
$406,376
0.3% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
13,011
shares
|
$397,486
0.31% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
12,971
shares
|
$396,264
0.34% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
12,953
shares
|
$395,714
0.05% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12,921
shares
|
$394,736
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
12,701
shares
|
$388,015
0.23% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
12,683
shares
|
$387,465
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
12,635
shares
|
$385,999
0.14% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
12,634
shares
|
$385,968
0.04% of portfolio
|
Q1 2025
Reduced 5.25%
|