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 |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
11,177
shares
|
$351,516
0.28% of portfolio
|
Q3 2025
Reduced 74.84%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
11,120
shares
|
$349,724
0.29% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,039
shares
|
$347,176
0.0% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
11,033
shares
|
$346,987
0.01% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
11,029
shares
|
$346,862
0.08% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
10,978
shares
|
$345,258
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$343,434
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
10,917
shares
|
$343,339
0.0% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
10,706
shares
|
$336,703
0.06% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
10,486
shares
|
$329,784
0.04% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
10,420
shares
|
$327,709
0.24% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$323,211
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
10,263
shares
|
$322,771
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
10,218
shares
|
$321,356
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,206
shares
|
$320,978
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,165
shares
|
$319,689
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$314,500
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
9,912
shares
|
$311,732
0.24% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$307,706
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
9,738
shares
|
$306,260
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
9,717
shares
|
$305,599
0.04% of portfolio
|
Q1 2023
Added 42147.83%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,643
shares
|
$303,272
0.19% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
9,594
shares
|
$301,731
0.08% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
9,523
shares
|
$299,498
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,521
shares
|
$299,435
0.0% of portfolio
|
Q2 2025
Reduced 37.56%
|