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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,174
shares
|
$35,865
0.01% of portfolio
|
Q1 2024
Reduced 70.93%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
1,137
shares
|
$34,735
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
883
shares
|
$26,975
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
759
shares
|
$23,187
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
589
shares
|
$17,993
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
557
shares
|
$17,016
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
517
shares
|
$15,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
465
shares
|
$14,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
460
shares
|
$14,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
416
shares
|
$12,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
330
shares
|
$10,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
309
shares
|
$9,439
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
294
shares
|
$8,981
0.0% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
276
shares
|
$8,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
248
shares
|
$7,576
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
208
shares
|
$6,354
0.0% of portfolio
|
Q2 2025
Reduced 82.78%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
189
shares
|
$5,773
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
174
shares
|
$5,315
0.0% of portfolio
|
Q2 2022
Added 10.66%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
172
shares
|
$5,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
159
shares
|
$4,857
0.0% of portfolio
|
Q1 2023
Reduced 10.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
158
shares
|
$4,826
0.0% of portfolio
|
Q4 2023
Reduced 4.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
129
shares
|
$3,940
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
125
shares
|
$3,818
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
72
shares
|
$2,199
0.0% of portfolio
|
Q1 2025
Reduced 96.76%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
43
shares
|
$1,313
0.0% of portfolio
|
Q2 2025
New holding
|