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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
7,837
shares
|
$239,420
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
7,797
shares
|
$238,198
0.07% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
7,759
shares
|
$237,037
0.19% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
7,750
shares
|
$236,762
0.17% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,732
shares
|
$236,212
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
7,678
shares
|
$234,562
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
7,619
shares
|
$232,760
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
7,612
shares
|
$232,546
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,543
shares
|
$230,438
0.05% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,512
shares
|
$229,491
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
7,485
shares
|
$228,666
0.16% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
7,477
shares
|
$228,422
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,423
shares
|
$226,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
7,420
shares
|
$226,681
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
7,311
shares
|
$223,351
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
7,297
shares
|
$222,923
0.03% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
7,297
shares
|
$222,923
0.02% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
7,267
shares
|
$222,006
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,249
shares
|
$221,456
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,222
shares
|
$220,632
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
7,036
shares
|
$214,949
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,964
shares
|
$212,750
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,914
shares
|
$211,222
0.02% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
6,896
shares
|
$210,672
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
6,891
shares
|
$210,520
0.12% of portfolio
|
Q2 2025
New holding
|