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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
10,978
shares
|
$335,377
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
10,964
shares
|
$334,950
0.08% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$333,606
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
10,917
shares
|
$333,514
0.0% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
10,486
shares
|
$320,347
0.04% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
10,420
shares
|
$318,331
0.36% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$313,962
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
10,264
shares
|
$313,565
0.03% of portfolio
|
Q2 2025
Reduced 41.99%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
10,263
shares
|
$313,534
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
10,218
shares
|
$312,159
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,206
shares
|
$311,793
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
|
$310,540
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$305,500
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
9,938
shares
|
$303,605
0.08% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Mc Carthy Asset Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,853
shares
|
$301,009
0.23% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$298,901
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
9,720
shares
|
$296,946
0.03% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,717
shares
|
$296,854
0.03% of portfolio
|
Q1 2023
Added 42147.83%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,643
shares
|
$294,593
0.19% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
9,523
shares
|
$290,927
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,521
shares
|
$290,866
0.0% of portfolio
|
Q2 2025
Reduced 37.56%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
9,520
shares
|
$290,836
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,257
shares
|
$282,801
0.0% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
9,204
shares
|
$281,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
9,174
shares
|
$280,265
0.1% of portfolio
|
Q2 2025
Added 5.1%
|