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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,616
shares
|
$50,823
0.0% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,225
shares
|
$38,526
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
1,137
shares
|
$35,758
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,132
shares
|
$35,601
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
1,039
shares
|
$32,676
0.01% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
883
shares
|
$27,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
759
shares
|
$23,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
668
shares
|
$21,008
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
589
shares
|
$18,524
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
557
shares
|
$17,517
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
517
shares
|
$16,259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
460
shares
|
$14,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
417
shares
|
$13,114
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
416
shares
|
$13,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
330
shares
|
$10,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
309
shares
|
$9,718
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
294
shares
|
$9,246
0.0% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
276
shares
|
$8,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
248
shares
|
$7,799
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
208
shares
|
$6,541
0.0% of portfolio
|
Q2 2025
Reduced 82.78%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
189
shares
|
$5,944
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
174
shares
|
$5,472
0.0% of portfolio
|
Q2 2022
Added 10.66%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
172
shares
|
$5,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
159
shares
|
$5,000
0.0% of portfolio
|
Q1 2023
Reduced 10.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
158
shares
|
$4,969
0.0% of portfolio
|
Q4 2023
Reduced 4.82%
|