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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,594,530
shares
|
$81.6 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
|
$77 Million
3.0% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
2,418,949
shares
|
$76.1 Million
24.44% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,350,070
shares
|
$73.9 Million
4.71% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
2,336,795
shares
|
$73.5 Million
22.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,230,808
shares
|
$70.2 Million
30.44% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
2,210,604
shares
|
$69.5 Million
11.38% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,118,305
shares
|
$66.6 Million
4.62% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,105,402
shares
|
$66.2 Million
24.55% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
2,086,502
shares
|
$65.6 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
|
$64.2 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,016,614
shares
|
$63.4 Million
11.54% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,865,729
shares
|
$58.7 Million
8.43% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,839,453
shares
|
$57.9 Million
3.35% of portfolio
|
Q3 2025
New holding
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
1,801,189
shares
|
$56.6 Million
14.86% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,699,457
shares
|
$53.4 Million
3.95% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,688,504
shares
|
$53.1 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
|
$52.1 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
|
$51.8 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
|
$49.7 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
|
$49.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,513,637
shares
|
$47.6 Million
5.19% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,477,428
shares
|
$46.5 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
|
$46.1 Million
8.4% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$45.8 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|