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 |
|---|---|---|---|---|---|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
1,438,802
shares
|
$45.3 Million
21.82% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,426,569
shares
|
$44.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,338,253
shares
|
$42.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,327,506
shares
|
$41.8 Million
3.44% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
1,326,523
shares
|
$41.7 Million
18.18% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
1,326,522
shares
|
$41.7 Million
11.26% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,311,972
shares
|
$41.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,309,798
shares
|
$41.2 Million
5.56% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,283,535
shares
|
$40.4 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,252,551
shares
|
$39.4 Million
3.13% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
1,243,062
shares
|
$39.1 Million
15.99% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,240,838
shares
|
$39 Million
3.57% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,157,500
shares
|
$36.4 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,155,152
shares
|
$36.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 21, 2025 Q3 2025 |
1,147,400
shares
|
$36.1 Million
15.93% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,118,790
shares
|
$35.2 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
1,107,703
shares
|
$34.8 Million
11.35% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
1,096,575
shares
|
$34.5 Million
23.78% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
1,034,934
shares
|
$32.5 Million
19.65% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
950,768
shares
|
$29.9 Million
4.08% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
933,080
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
916,863
shares
|
$28.8 Million
1.73% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
905,189
shares
|
$28.5 Million
1.87% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
873,997
shares
|
$27.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
849,436
shares
|
$26.7 Million
15.98% of portfolio
|
Q3 2025
Added 0.72%
|