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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
9,520
shares
|
$299,404
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
9,376
shares
|
$294,875
0.2% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,257
shares
|
$291,132
0.0% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
9,204
shares
|
$289,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
9,174
shares
|
$288,522
0.1% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,168
shares
|
$288,333
0.01% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
9,153
shares
|
$287,861
0.14% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,111
shares
|
$286,540
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,067
shares
|
$285,157
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
9,066
shares
|
$285,125
0.0% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
8,956
shares
|
$281,666
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,928
shares
|
$280,785
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
8,832
shares
|
$277,766
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
8,786
shares
|
$276,319
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
8,641
shares
|
$271,759
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
8,585
shares
|
$269,998
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,559
shares
|
$269,180
0.03% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
8,556
shares
|
$269,086
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,435
shares
|
$265,280
0.07% of portfolio
|
Q1 2024
Reduced 80.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,422
shares
|
$264,871
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,401
shares
|
$264,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
8,377
shares
|
$263,456
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
8,250
shares
|
$259,462
0.16% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
8,199
shares
|
$257,858
0.1% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,109
shares
|
$255,028
0.08% of portfolio
|
Q3 2024
Added 0.68%
|