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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
12,517
shares
|
$382,394
0.04% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
12,484
shares
|
$381,386
0.0% of portfolio
|
Q2 2025
Added 62.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
12,473
shares
|
$381,050
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,440
shares
|
$380,042
0.11% of portfolio
|
Q2 2023
Reduced 2.71%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
12,372
shares
|
$377,964
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
12,324
shares
|
$376,498
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,287
shares
|
$375,367
0.14% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
12,189
shares
|
$372,373
0.02% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
12,130
shares
|
$370,571
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
12,023
shares
|
$367,302
0.22% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
12,002
shares
|
$366,661
0.01% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
11,949
shares
|
$365,041
0.03% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
11,928
shares
|
$364,400
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
11,800
shares
|
$360,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
11,718
shares
|
$357,984
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,680
shares
|
$356,824
0.07% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,402
shares
|
$348,331
0.01% of portfolio
|
Q3 2022
Added 8.62%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
11,395
shares
|
$348,117
0.01% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,387
shares
|
$347,872
0.0% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
11,303
shares
|
$345,306
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
11,295
shares
|
$345,062
0.2% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
11,120
shares
|
$339,716
0.29% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,039
shares
|
$337,241
0.0% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
11,033
shares
|
$337,058
0.01% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
11,028
shares
|
$336,905
0.06% of portfolio
|
Q2 2025
New holding
|