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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,919
shares
|
$123,252
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3,813
shares
|
$119,918
0.02% of portfolio
|
Q2 2025
Added 241.38%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,710
shares
|
$116,679
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,398
shares
|
$106,867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
3,319
shares
|
$104,382
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,207
shares
|
$100,860
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
3,107
shares
|
$97,715
0.01% of portfolio
|
Q2 2025
Added 1944.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,038
shares
|
$95,545
0.0% of portfolio
|
Q2 2025
Added 86.49%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,646
shares
|
$83,216
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,517
shares
|
$79,159
0.0% of portfolio
|
Q4 2023
Reduced 36.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,475
shares
|
$77,838
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2,413
shares
|
$75,888
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,254
shares
|
$70,888
0.0% of portfolio
|
Q3 2025
Reduced 80.22%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,127
shares
|
$66,894
0.04% of portfolio
|
Q4 2024
Reduced 67.75%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,093
shares
|
$65,824
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,092
shares
|
$65,793
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,076
shares
|
$65,290
0.0% of portfolio
|
Q2 2025
Reduced 75.77%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,056
shares
|
$64,661
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,954
shares
|
$61,453
0.01% of portfolio
|
Q2 2025
Added 41.59%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,893
shares
|
$59,534
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,823
shares
|
$57,333
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,807
shares
|
$56,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,796
shares
|
$56,484
0.0% of portfolio
|
Q2 2025
Reduced 57.61%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,623
shares
|
$51,043
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,617
shares
|
$50,854
0.08% of portfolio
|
Q1 2025
New holding
|