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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,168
shares
|
$280,082
0.01% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
9,153
shares
|
$279,624
0.14% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,111
shares
|
$278,341
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,067
shares
|
$276,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
9,066
shares
|
$276,966
0.0% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
9,062
shares
|
$276,844
0.01% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
9,052
shares
|
$276,538
0.21% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
8,956
shares
|
$273,605
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,928
shares
|
$272,750
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
8,786
shares
|
$268,412
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,641
shares
|
$263,982
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
8,585
shares
|
$262,271
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
8,556
shares
|
$261,385
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
8,464
shares
|
$258,575
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,435
shares
|
$257,689
0.07% of portfolio
|
Q1 2024
Reduced 80.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,422
shares
|
$257,292
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,401
shares
|
$256,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
8,377
shares
|
$255,917
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
8,213
shares
|
$250,907
0.18% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
8,199
shares
|
$250,479
0.1% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
8,162
shares
|
$249,349
0.18% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,109
shares
|
$247,729
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
8,062
shares
|
$246,294
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
7,981
shares
|
$243,819
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
7,967
shares
|
$243,391
0.05% of portfolio
|
Q2 2025
New holding
|