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 254 Million shares, which have been reported (via 13F filing form) to have a value of $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,594,530
shares
|
$79.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,447,433
shares
|
$74.8 Million
3.0% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
2,399,324
shares
|
$73.3 Million
24.85% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,385,071
shares
|
$72.9 Million
4.9% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
2,331,006
shares
|
$71.2 Million
22.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,230,808
shares
|
$68.2 Million
30.44% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
2,187,499
shares
|
$66.8 Million
11.39% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,118,305
shares
|
$64.7 Million
4.62% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
2,086,502
shares
|
$63.7 Million
3.56% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,040,938
shares
|
$62.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,960,626
shares
|
$59.9 Million
23.97% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,865,729
shares
|
$57 Million
8.43% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
1,830,211
shares
|
$55.9 Million
15.12% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,766,764
shares
|
$54 Million
11.33% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,699,457
shares
|
$51.9 Million
3.95% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,688,504
shares
|
$51.6 Million
17.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
1,657,619
shares
|
$50.6 Million
21.19% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,647,049
shares
|
$50.3 Million
2.88% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
1,580,414
shares
|
$48.3 Million
20.4% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,575,318
shares
|
$48.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,513,637
shares
|
$46.2 Million
5.19% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,477,428
shares
|
$45.1 Million
1.67% of portfolio
|
Q2 2025
Reduced 74.28%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
1,464,348
shares
|
$44.7 Million
8.4% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$44.5 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
1,438,802
shares
|
$44 Million
21.82% of portfolio
|
Q2 2025
Added 3.5%
|