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 254 Million shares, which have been reported (via 13F filing form) to have a value of $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
6,716
shares
|
$205,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
6,611
shares
|
$201,966
0.09% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
6,403
shares
|
$195,611
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,246
shares
|
$190,815
0.06% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,189
shares
|
$189,073
0.04% of portfolio
|
Q2 2023
Reduced 9.85%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
6,000
shares
|
$183,300
0.06% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
5,974
shares
|
$182,505
0.07% of portfolio
|
Q2 2025
Reduced 78.64%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
5,919
shares
|
$180,825
0.06% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
5,774
shares
|
$176,395
0.01% of portfolio
|
Q2 2025
Added 66.54%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,722
shares
|
$174,807
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,388
shares
|
$164,603
0.0% of portfolio
|
Q4 2024
Added 134.36%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
5,369
shares
|
$164,022
0.08% of portfolio
|
Q2 2025
Reduced 42.54%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,184
shares
|
$158,371
0.09% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
5,162
shares
|
$157,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
5,095
shares
|
$155,652
0.05% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,911
shares
|
$150,031
0.03% of portfolio
|
Q2 2024
Added 100.29%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
4,716
shares
|
$144,073
0.04% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
4,709
shares
|
$143,859
0.05% of portfolio
|
Q4 2022
Reduced 98.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,649
shares
|
$142,026
0.02% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,574
shares
|
$139,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
4,219
shares
|
$128,890
0.04% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
4,130
shares
|
$126,171
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,071
shares
|
$124,369
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,028
shares
|
$123,055
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,919
shares
|
$119,725
0.0% of portfolio
|
Q2 2025
Added 0.15%
|